WOOD & Company Retail Sub-Fund EUR class

Name
WOOD & Company Retail Sub-Fund EUR class
ISIN
CZ0008042124
Long-term return target
8 - 10% p.a.
Recommended investment horizon
5 years plus
Annualised return since inception
10.00%
Return for the last 12 months
5.40%
NAV / PL
3.0722
Sustainability
Nákladovost

viz KIID

Kategorie zákazníka

Kvalifikovaný investor dle § 272 zákona č. 240/2013 Sb.

Znalosti a zkušenosti

Pokročilé znalosti, základní zkušenosti

Schopnost nést ztráty

Případná ztráta investice nemá vliv na splnění finančních cílů; případná ztráta investice znamená komplikace splnění některých finančních cílů, ale nemá vliv na celkovou životní úroveň

Tolerance rizika

6 ze 7 dle SRI


Retail properties hold the steady interest of visitors and tenants

Commercial real estate is a proven investment anchor, resilient even in times of market turbulence. The Retail Sub-Fund relies on established properties – shopping centres in progressive locations, with good occupancy and long-term tenants.


What does the WOOD & Company Retail Sub-Fund offer?

The Retail Sub-Fund specialises in investing in prospective commercial real estate, with a primary focus on the shopping centre segment.

Our portfolio includes one of the largest shopping and office centres in Prague, the Galerie Harfa complex and the Harfa Office Park.


PORTFOLIO

Name Total area Acquisition date
Centrum Krakov 15 700 m2 3Q 2019
Galerie Harfa 40 500 m2 3Q 2016
Harfa Office Park 21 300 m2 3Q 2016
Date of publication Name
5/14/2025 Invitation to the Annual General Meeting - June 2025 Download
3/27/2025 WOOD SICAV - STATUTES general part - March 2025 Download
3/27/2025 STATUT - Retail sub-fund - March 2025 Download

What is our investment strategy?

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