„Well done is better than well said.“
Benjamin Franklin
To Invest
About us

Forte Investment Fund SICAV, a.s. is a Qualified Investor Fund (QIF) which we established in cooperation with AVANT Investment Company. Our goal is to manage client's resources using our time-proven investment procedures and strategies. We focus on two areas of investments for which we have created the appropriate sub-funds - Forte Equity Sub-Fund and Forte Real Estate Sub-Fund.

Real Estate Sub-Fund

The investment strategy of the sub-fund is focused on direct and indirect investments in commercial and residential real estate projects. The fund picks a real estate in good technical conditions and with a well-diversified portfolio of long-term tenants. Fund revenue is generated though a continuous collection of rent and capital appreciation of investments in the rising real estate market environment.

Fund investments are usually realized using credit financing. The yield of the sub-fund is based on the rules for the distribution of the yield between 2 types of investment share types issued to the sub-fund and defined in the articles and the status of the sub-fund.

Fund articles, sub-fund status, and Key Investor Information (KID) are available on request from the fund manager. Information about the personal data handling is available here.

Equity Sub-Fund

The Sub-Fund primarily invests in stock on U.S. stock markets (NYSE, NASDAQ). Other regions and other investment types are used in lesser amount. However, the portfolio may contain also bonds, ETFs, financial derivatives and money-market instruments.

Investment is suitable for the investors willing to accept the higher short-term risk in order to gain the mid-term and longer-term profits.

The aim of the Sub-Fund is the value appreciation of the investment while minimizing the effects of the market draw-downs. The yield of the sub-fund is based on the rules for the distribution of the yield between 2 types of investment share types issued to the sub-fund and defined in the articles and the status of the sub-fund.

Fund articles, sub-fund status, and Key Investor Information (KID) are available on request from the fund manager. Information about the personal data handling is available here.

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Contact
info@fortefond.eu
+420 731 176 860
(for meeting requests only)
Na Příkopě 988/31
Praha 1
Forte investiční fond SICAV, a.s., IČ 07152906, se sídlem Na Příkopě 988/31, Staré Město, 110 00 Praha 1, zapsaná v obchodním rejstříku vedeném Městským soudem v Praze, oddíl B, vložka 23476