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DOMOPLAN - Projekty Brno SICAV, a.s.

Why invest in DOMOPLAN - Projects Brno SICAV, a.s. fund

  • You are investing in 2 specific projects of DOMOPLAN, a company that has extensive experience in finding interesting investment opportunities and is one of the largest developers in Brno
  • Possibility to monitor the construction progress and the growth of the investment in real time
  • The fund takes inspiration from foreign trends in construction
  • The fund's business is built on long-term sustainable margins


Advantages of investing through a qualified investor fund

  • Preferential returns for shareholders with preferred investment shares and premium investment shares
  • Income tax exemption for individuals when redeeming investment shares after 3 years
  • Ongoing control of the handling of the fund's assets by the depositary
  • Professional background of the fund manager and administrator
  • Verification of accounting values by an independent auditor
  • Regulation by the Czech National Bank
  • Lower, 5% income tax rate for investment funds


The presented financial ratios of the fund are valid as of 30 November 2023

Fund parameters
CZK 320.168 M
volume of property
CZK 30.89 M
own assets
11.0 % p.a.
evaluation
Minimal investment
CZK 1 000 000
Investment horizon
3 years
Expected appreciation
9.0-9.1% p.a. *
Investor’s model profit in CZK

This is a hypothetical return on investment of CZK 1 million, and for the purposes of calculating the model profit, the expected minimum PIA return in the relevant period was used.

Value as of 30 November 2023
Appreciation for the last month
0.73%
Evaluation for last 3 months
2.25%
Evaluation for last 12 months
8.50%
Evaluation from the 1st subscription (12 months)
8.50%
PIA+PRIA/VIA ratio (fund capital in CZK million)
27.4 / 3.3
Value
CZK 1.0850
Minimal investment
CZK 10 000 000
Investment horizon
4 years
Expected appreciation
11.0–11.1% p.a.
Investor’s model profit in CZK

This is a hypothetical return on investment of CZK 10 million, and for the purposes of calculating the model profit, the expected minimum return of PRIA in the relevant period was used.

 

Value as of 30 November 2023
Appreciation for the last month
0.89%
Evaluation for last 3 months
2.75%
Evaluation for last 12 months
11.35%
Evaluation from the 1st subscription (16 months)
15.45%
PRIA+PIA/VIA ratio (fund capital in CZK million)
27.4 / 3.3
Value
CZK 1.1545

Documents for download

Basic materials

Marketing materials

Memorandum 04/2024
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Your personal data listed in this form is processed by DOMOPLAN a.s., ID number 051 01 077, with its registered office at Trnitá 543/16, 602 00 Brno, in accordance with the General Regulation on Personal Data Protection (GDPR). We process the data provided in the form on the basis of your interest in real estate sales services provided by DOMOPLAN a.s. and our interest to answer your request. We will process your personal data provided in this form for this purpose for a maximum of 24 months. If you wish us to stop processing your personal data before the above period, please contact us at: info@domoplan.eu.


investor@domoplan.cz
|
+420 606 156 156

Other investment options

Product Type Minimal investment Investment horizon Expected appreciation
DOMOPLAN SICAV, a.s. Priority investment shares CZK 1 000 000 5 years 8.0–8.1% p.a. *
Premium investment shares CZK 1 000 000 2 years 7.0–7.1% p.a. *
DOMOPLAN - Na Mariánské cestě SICAV, a.s. Priority investment shares CZK 1 000 000 3 years 9.0–9.1% p.a. *
Premium investment shares CZK 10 000 000 4 years 11.0–11.1% p.a.
BRIXX SICAV, a.s. Priority investment shares CZK 1 000 000 4 years 9.0–9.1% p.a. *
Premium investment shares CZK 10 000 000 4 years 11.0–11.1% p.a.
DOMOPLAN - Projekty Brno SICAV, a.s. Priority investment shares CZK 1 000 000 3 years 9.0-9.1% p.a. *
Premium investment shares CZK 10 000 000 4 years 11.0–11.1% p.a.
DOMOPLAN - Pekárenský dvůr SICAV, a.s. Priority investment shares CZK 1 000 000 4 years 9.0-9.1% p.a. *
Premium investment shares CZK 20 000 000 4 years 11.0–11.1% p.a.
Výše uvedené fondy jsou fondy kvalifikovaných investorů dle zákona č. 240/2013 Sb., o investičních společnostech a investičních fondech. Investorem fondu se může stát výhradně kvalifikovaný investor ve smyslu § 272 zákona č. 240/2013 Sb., o investičních společnostech a investičních fondech.

AVANT investiční společnost, a.s., upozorňuje investory, že hodnota investice do fondu může klesat i stoupat a návratnost původně investované částky není zaručena. Výkonnost fondu v předchozích obdobích nezaručuje stejnou nebo vyšší výkonnost v budoucnu. Investice do fondu je určena k dosažení výnosu při jejím střednědobém a dlouhodobém držení, a není proto vhodná ke krátkodobé spekulaci. Potenciální investoři by měli zejména zvážit specifická rizika, která mohou vyplývat z investičních cílů fondu, tak jak jsou uvedeny v jeho statutu. Investiční cíle se odráží v doporučeném investičním horizontu, jakož i v poplatcích a nákladech fondu.

Sdělení klíčových informací fondu (KID) je k dispozici na www.avantfunds.cz/informacni-povinnost. V listinné podobě lze uvedené informace získat v sídle společnosti AVANT investiční společnost, a.s., CITY TOWER Hvězdova 1716/2b, 140 00 Praha 4 Nusle. Další důležité informace pro investory naleznete www.avantfunds.cz/cs/dulezite-informace.

Bližší informace o Common Reporting Standard (CRS) a Foreign Account Tax Compliance Act (FATCA) můžete získat na www.avantfunds.cz/cs/dulezite-informace.

Uvedené informace jsou určeny výhradně pro informační a propagační účely, nejsou nabídkou, výzvou či doporučením k investování ani návrhem na uzavření smlouvy podle ustanovení občanského zákoníku.

Fund parameters

Volume of property/assets as of 30. 11. 2023
CZK 320 167 750
Own assets as of 30. 11. 2023
CZK 30 891 495
Focus of the fund
real estate – Rezidence Žižkova and Rezidence Starý pivovar development
Legal form
SICAV, joint-stock company with variable capital
Fund type
qualified investor fund
Securities
priority investment shares (PIA)
premium investment shares (PRIA)
Public marketability
PIA – yes
PRIA – no
Frequency of subscription of investment shares
monthly
Estimated annual yield on investment shares
PIA 9.0–9.1% p.a. in the period of 1/9/2023 – 31/12/2026, thereafter 7.0–7.1% p.a.
PRIA (from CZK 10 million) 11.0–11.1% p.a.
Repurchases of investment shares
up to 2 months PIA
up to 4 months PRIA
Fund duration
for indefinite period/until completion of the projects
Minimal investment
PIA – CZK 1 million, in case of AVANT Flex CZK 100,000
PRIA – CZK 10 million
Investment horizon
PIA 3 years
PRIA 4 years
Entry fee
up to 6%
Repurchase fee, according to the conditions specified in the fund status
0% when repurchasing after 24 months (PIA)
0% when repurchasing after 36 months (PRIA)
8% when repurchasing earlier than after 24 months (PIA)
8% when repurchasing earlier than after 36 months (PRIA)
Management and administration
AVANT investiční společnost, a. s.
Costs of the fund
maximum 3% p.a. from an average asset value
Depository
CYRRUS, a. s.
Auditor
PKF APOGEO Verifica, s.r.o.
Supervisory body, legal framework
Czech National Bank & the Czech Republic
Fund appreciation tax
5% of profit
Taxation of shareholders – natural persons
15% when repurchasing earlier than after 3 years
0% when repurchasing after 3 and more years