Qualified Investor Fund
WOOD & Company Residential Sub‑Fund EUR class
Long-term return target
12–15% p.a.
The scenario presented is an estimate of future performance based on historical data on how the value of the investment is changing and/or current market conditions and is not an accurate indicator. An investor's return will vary depending on the market conditions and how long he/she holds the investment.
Annualised return since inception
+14.36 %
Minimal investment
EUR 50,000
The investment is made in euros or crowns. The return to the investor may increase or decrease due to fluctuations in currency exchange rates.
Recommended investment horizon
7 years plus
ISIN
CZ0008053071
12 months
+19.15 %
NAV / PL
1.2464
Current valuation date
6/30/2026
Frequency of valuation
2x per year
Date of establishment of the fund
September 2024
The above information is for informational purposes only and is based on currently available data. Before making any investment decision, please consult your investment manager for current market prices.
The situation on the residential market concerns all of us. Construction levels remain worryingly low, while sales prices are reaching new record highs. Through our residential sub-fund and direct investments in development projects, we aim to strengthen the supply side of this equation. It’s time to invest in the residential segment wisely, with diversification, professional support, and the potential for attractive returns.
Martina Jůzová, Investment Director WOOD & Company
portfolio
| Name | |
|---|---|
| Polská 7 | |
| Yards Žižkov | |
| Šárka |
| Type of investment fund | |
| Fund cost | see KID |
| Customer category | Qualified investor according to § 272 of Act No. 240/2013 Coll. |
| Knowledge and experience | Advanced knowledge, basic experience |
| The ability to bear losses | The potential loss of an investment does not affect the achievement of financial targets; the potential loss of an investment means complications in meeting some financial targets, but does not affect the overall standard of living |
| Risk tolerance | 6 out of 7 by SRI |
Legal Disclaimer
This is a marketing communication. Past performance is not a reliable indicator of future returns. The value of an investment may fall as well as rise, and investors may lose part or all of their invested capital. The stated performance takes into account fees and costs to the extent specified in the relevant information. Returns may be affected by fluctuations in exchange rates.
The information provided is for informational purposes only and does not constitute investment recommendations, investment advice, or an offer or invitation to invest. The sub-funds of WOOD SICAV are intended for qualified investors within the meaning of Act No. 240/2013 Coll. It is possible that you are not within the target market for the relevant product, or that you are within its negative target market. A customer's inclusion in the target market is assessed as part of the distribution process on the basis of information about the customer and the nature of the investment service provided.
Before making any investment decision, please familiarize yourself with the statute of the relevant sub-fund, the Key Information Document (KID), and other available documents.
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Centrum Marszałkowska
ul. Marszałkowska 126/134, 00-008 Warszawa
Email: info@wood.com
Phone number: +48 22 222 1530