FWR Strategy 15
Fund designed for conservative investors investing in CZK.
FWR Strategy is a form of discretionary portfolio management service based on qualified investor funds and special funds managed by Raiffeisen investiční společnost a.s. It gives you an opportunity formerly available to a narrow group of institutional investors only.
Extensive range of strategies
Only for investors of FWR private banking
Professional management by an expert team of portfolio managers of Raiffeisen investiční společnost
Use of advanced investment instruments (financial derivatives)
Diversified fund portfolios through alternative investments
Active TOP-DOWN management of funds
Favourable fee structure with low cost
Tax optimization of the investment on fund level - investors are exempt from income tax after holding the fund for more than 3 years
FWR Strategy is an individual asset management investment service provided by means of investments in qualified investor funds and special funds. The provider of the investment service is Raiffeisenbank a.s.The qualified investor funds and special funds are managed by Raiffeisen investiční společnost a.s.The qualified investor funds may be offered publically; however, only qualified investors within the meaning of Act No. 240/2013 Coll. on investment management companies and investment funds, as amended, may become shareholders of such funds.
The value of the investment may vary and return of the originally invested amount is not guaranteed. The client bears the full risk associated with the investment. Past performance is not a reliable indicator or guarantee of the same performance in future periods. Funds are not guaranteed products. Tax treatment depends on the individual situation of each customer and may change in the future. More information is available in the FWR Strategy product materials and contractual documents, key information document and fund prospectus.
Performance fee of up to 20% from positive economic result before tax for respective accounting period can be applied, due for payment at the end of the period.