SPILBERK investiční fond s proměnným základním kapitálem, a.s.

Qualified investors' fund

We and our business partners have created several attractive investment opportunities for qualified investors. We are preparing others.

Key indicators

Establishment of the fund:

26.6.2016

Real estate portfolio:

Projects and reconstructions of historic buildings in Brno

Current value of assets:

CZK 115 906 864
(30.09.2018)

ABOUT THE FUND AND THE FOUNDER

The investment goal of the fund is to sustainably increase the fund’s resources invested by the fund's shareholders, in particular in the form of direct or indirect investments in real estate, housing units and non-residential premises, including the construction of new properties, housing units and non-residential premises predominantly in Brno.

The Brno real estate market is the second largest real estate market after Prague and this is not only due to Brno being the second largest city in the Czech Republic. In addition to newly emerging and expanding industrial zones that have recently triggered a wave of incoming technology companies, manufacturing plants and logistics centres that have created hundreds of new job opportunities, the real estate demand is also driven by the existence of more than dozens of universities with more than tens of thousands of students.

The core of the projects is rebuilding and reconstruction of original historic houses into housing units that meet the requirements of the new generation. Most construction projects lead to a substantial improvement in the standard of the services provided in the city through the reconstruction of non-residential premises. The houses are mostly located in close proximity to the historical centre of Brno. The apartments are always furbished to meet the current demands of the target groups consisting of young families, students, persons interested in starter apartments and investors interested in the shared accommodation business such as Airbnb etc.

WHY INVEST WITH US - OUR SUCCESSFUL PROJECT

  • Above-standard expected yield on priority investment shares of 7,2 % p.a.
  • Up to 6,9 % priority share in fund profit (before the fund’s founder – holder of performance investment shares).
  • Guarantee (in the form of the redistribution of fund capital from holders of performance investment shares in the favour of holders of priority investment stocks and up to that amount of the fund capital) of a minimal yield on priority investment stocks of 6,9 % p.a., including if the fund’s profit is lower or even if it results in a loss.
  • Secondary share in any potential loss of the fund; the loss is first covered from the fund capital from holders of performance investment shares.

 


Notice for investors

The Fund is a fund of qualified investors pursuant to Act No. 240/2013 Coll. and its shareholder may only become a qualified investor in accordance with Section 272 of this Act. The manager alerts investors that the value of the investment within the fund may decrease and increase and that the return of the originally invested amount is not guaranteed. Fund performance in previous periods does not guarantee the same or higher performance in the future. The investment in the fund is intended to achieve yield in its medium and long term possession and is therefore not suitable for short-term speculation. Potential investors should, in particular, consider specific risks that may arise from the investment objectives of the fund as set out in its statute. The investment objectives are reflected in the recommended investment horizon, as well as in the fund's fees and expenses.

Sharing of Key Fund Information (KID) is available at https://www.avantfunds.cz/en/obligation/. The information can be obtained in paper form at the registered seat of AVANT investiční společnost, a.s. ROHAN BUSINESS CENTER, Rohanské nábřeží 671/15 (reception B), 186 00 Prague 8.

The information given is only informative in nature and does not represent any agreement proposal or public offering, pursuant to the Civil Code provisions.

For more information about Common Reporting Standard (CRS) and Forein Account Tax ComplianceAct (FATCA), visit https://www.avantfunds.cz/en/important-information/.

Are you interested in the fund? Let us contact you.






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