FWR STRATEGY

FWR Strategy is a form of discretionary portfolio management service based on qualified investor 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 qualified investors of FWR private banking

  • Tax-efficient

Benefits of qualified investor funds included in FWR Strategy

  • 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 qualified investor 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

Investor notice

FWR Strategy is an individual asset management investment service provided by means of investments in qualified investor funds. The provider of the investment service is Raiffeisenbank a.s.The qualified investor funds are managed by Raiffeisen investiční společnost a.s.The 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.