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.
WOOD & Company Retail Sub-Fund EUR class
Long-term return target
6–8% 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
+12.93 %
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
5 years plus
ISIN
CZ0008042124
Sustainability
12 months
+7.40 %
NAV / PL
3.3390
Current valuation date
6/30/2026
Frequency of valuation
4x per year
Date of establishment of the fund
June 2016
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.
Light Green
Retail properties hold the steady interest of visitors and 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.
RETAIL SUB-FUND IN NUMBERS as of 31 DECEMBER 2025
PORTFOLIO
| Name | Total area | Acquisition date | |
|---|---|---|---|
| Royal Wilanów | 36 900 m² | 1Q 2026 |
What is our investment strategy?
| Type of investment fund | Qualified Investor 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 | Potential loss of investment does not affect the achievement of financial goals; potential loss of investment complicates the achievement of some financial goals, 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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