Korunový realitný fond is a balanced fund intended for investors with a balanced attitude to risk who are interested in a steady, even growth of their investment. The fund belongs to the category of special growth real estate mutual funds and offers the opportunity to participate in steady returns associated with the lease of real estate and growth in their value. At least 85% of the fund’s assets are continuously invested in the unit certificates of Prvý realitný fond, o.p.f. (the main fund).
We recommend it to investors who wish to deposit their funds for over five years.
The fund is denominated in Czech crowns and invests in the unit certificates of Prvý realitný fond. The fund is hedged against the CZK/EUR exchange rate fluctuations using financial derivatives. The fund’s performance will largely match the performance of Prvý realitný fond and differ depending on the proportion of liquid assets (cash) and financial derivatives in the fund’s assets.
Prvý realitný fond invests mainly in real estate assets: by direct investments in residential real estate, administration, logistics, commerce and tourism and by indirect investments in real estate companies in the real estate market segments and financial derivatives for hedging and earning purposes.
This material is a marketing announcement. Before making any investment decision, review the sales prospectus, articles of association and key investor information document for IAD Investments, reports. spol., a.s. (hereinafter referred to as “IAD”) in the Slovak language at the registered office of IAD, at points of sale, at the registered office of the depositary or at www.iad.sk. For more information, contact your financial intermediary or www.iad.sk.
The value of the investment in the mutual fund may also decrease and the return on the amount originally invested is not guaranteed. There is also a risk associated with investing in mutual funds. In accordance with the mutual fund statutes, the share of securities issued by states and international organizations listed in the annex to the statutes of individual mutual funds may exceed 35% of the value of the fund’s assets, which may reach up to 100%. The IAD is obliged to pay out the unit certificate of the Prvý realitný fond and the Korunový realitný fond without delay, but no later than within an extended period of 12 months. Assets in the fund Prvý realitný fond is invested mainly in real estate, including accessories for the purposes of their management and sale, in ownership interests in real estate companies and in liquid financial assets, the economic nature of which results in close links with the real estate market. Korunový realitný fond has at least 85% of its assets continuously invested in the units of the Prvý realitný fond.
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