ABOUT THE FUND

Aurelia - Created for Prosperity

Aurelia is your trusted guide to intelligent investing. Whether you are taking your first steps or already have extensive investment experience, the Fund helps you protect your wealth and build enduring value for generations to come. With a focus on long-term stability, Aurelia offers a seamless alternative to traditional savings and the complexities of direct property ownership. Through collective investment in premium real estate, professionally selected and managed by an experienced team, your capital can work more effectively and grow over time.

Why Aurelia Exists

Why Aurelia Exists

Aurelia embodies a vision of shared prosperity. It offers everyone the opportunity to become an investor through a stable and transparent investment vehicle—without prohibitive barriers to entry.

Aurelia’s mission is to safeguard the wealth entrusted to it, manage it with care, and grow its value over time. It was created to protect our collective prosperity and provide a path for those who are ready to invest, take responsibility for their assets, and shape their financial future with confidence.

Because investing is a step towards maturity.

Aurelia embodies a vision of shared prosperity. It offers everyone the opportunity to become an investor through a stable and transparent investment vehicle—without prohibitive barriers to entry.

Aurelia’s mission is to safeguard the wealth entrusted to it, manage it with care, and grow its value over time. It was created to protect our collective prosperity and provide a path for those who are ready to invest, take responsibility for their assets, and shape their financial future with confidence.

Because investing is a step towards maturity.

BEHIND THE AURELIA FUND

Founders of the Fund

Logo Axelor

An Experienced Team Dedicated to Building and Managing Wealth

Behind every lasting success is a closely aligned team of accomplished professionals. Led by founder and CEO Pavel Svoreň, the team combines clear direction with a decisive, results-driven approach that keeps projects moving forward.
Under his leadership, Axelor has grown from a regional business into an international player across the energy, technology, and real estate sectors.

Experience Measured in Results

Led an international investment in Omnetic valued at €100 million, ranking among the ten largest funding rounds involving Czech-owned companies.

Initiated the establishment of three qualified investor funds, each of which has delivered positive value growth in every valuation period.

During six years with the Portiva Group, contributed to increasing the value of assets under management more than eightfold, reaching CZK 13.8 billion.

Built a real estate portfolio from the ground up to approximately CZK 4 billion through a disciplined and highly selective acquisition strategy.

Logo SMS finance

Professionals Who Understand People and Finance

An independent Czech advisory company specialising primarily in personal finance. Its advisers provide comprehensive financial guidance while building long-term client relationships founded on trust, transparency, and mutual benefit. The company works with most major Czech insurance providers, banks, and investment institutions. This broad market access allows its advisers to remain fully independent and recommend solutions tailored to each client’s individual needs, ambitions, and financial goals. It is a member of the Czech Association of Financial Advisory and Intermediary Companies (ČASF).

25 years

of helping people achieve greater financial confidence

630

financial advisers at your service

500K+

satisfied clients

600K+

contracts concluded

A SUSTAINABLE APPROACH TO INVESTING

Our Commitment to a Shared Future

We believe that responsible investing and long-term value creation go hand in hand. That is why we actively work to ensure that our investment strategy reflects environmental stewardship, social responsibility, and transparency towards both investors and the wider public.

We aim to manage the properties within our portfolio efficiently and responsibly, with a strong focus on energy and water consumption, waste management, and the creation of high-quality working environments for our tenants and partners.

Potential risks are carefully considered throughout both the acquisition process and the ongoing management of our assets. We do not pursue short-term gains; we build enduring value. Our focus extends beyond financial returns to include continuous process improvement, greater operational efficiency, and sustainable cost reduction.

Our Team

Our Team

Aurelia’s success is driven by a carefully selected team of experts in finance, real estate, and management.

Aurelia’s success is driven by a carefully selected team of experts in finance, real estate, and management.

Pavel Zbořil

Chief Financial Officer and Chairman of the Supervisory Board

Pavel Zbořil

Chief Financial Officer and Chairman of the Supervisory Board

Fraser Watson

Head of Real Estate

Fraser Watson

Head of Real Estate

FUND MANAGEMENT

Expert Committee

The Committee oversees the management and long-term value of the Fund’s real estate portfolio. Its work is centred on a formal semi-annual review of property valuations, supplemented by additional meetings whenever market conditions require. Based on these reviews, the Committee provides targeted recommendations and solutions designed to protect the Fund’s assets and the interests of its investors.

PhDr. Ing. Zdenka Klapalová, CSc.

MRICS, Partner at Knight Frank & President of the Association for Real Estate Market Development

Zdenka graduated from the Prague University of Economics and Business, where she subsequently pursued an academic career. She later studied psychology at Charles University, earning a doctoral degree. A member of the Royal Institution of Chartered Surveyors (RICS), she is Managing Partner of Knight Frank’s Czech operations, which have been active in the local market for more than 30 years. She also serves as President of the Association for Real Estate Market Development, where she has spent over two decades advancing professional standards and contributing to the continued development of the Czech real estate market.

Ing. Jakub Štěpán, Msc.

Head of Valuation at CBRE

Jakub holds a Master’s degree from the Prague University of Economics and Business, specialising in finance and business valuation, as well as an MSc in Real Estate from the University of Reading in the United Kingdom. He is also a member of the Royal Institution of Chartered Surveyors (RICS). Jakub joined CBRE in 2008 and progressed from an analyst role to lead the firm’s valuation practice. His responsibilities include coordinating approximately 60 professionals across 12 countries. The department advises leading investors, investment funds, property developers and financial institutions.

Mgr. Martin Kotrbáček, DiS.

Senior Commercial Real Estate Supervisor at Česká spořitelna

Martin began his career in commercial real estate in 2005 within the investment team at Cushman & Wakefield, advising on the acquisition and disposal of commercial properties. In 2010, he joined the firm’s valuation department, where he progressed to Partner and specialised in valuing a broad range of commercial real estate assets, from individual properties to large-scale portfolios. Since 2021, Martin has served as Senior Supervisor of Commercial Real Estate Valuations at Česká spořitelna, overseeing valuation processes across the bank’s commercial real estate activities. He has been a member of the Royal Institution of Chartered Surveyors (RICS), specialising in property valuation, since 2013.

Board of Directors

Conseq Funds investiční společnost, a.s.

Member

Supervisory Board

Pavel Zbořil

Pavel Zbořil

Chairman

Chairman

Chairman

Zbyšek Kawulok

Zbyšek Kawulok

Member

Member

Member

Lumír Woltr

Lumír Woltr

Member

Member

Member

Fund Partners

Logo Conseq

Fund Manager and Administrator

Logo Conseq

Fund Manager and Administrator

Logo Česká spořitelna

Depositary

Logo Česká spořitelna

Depositary

Logo Deloitte

Auditor

Logo Deloitte

Auditor

Other Fund Partners

BANKS

LAW FIRMS

SPECIALIST ADVISERS

INDEPENDENT VALUERS

Information about the Fund

Founders

Founders

Company Registration No.

Company Registration No.

Fund Name

Fund Name

Sub-Fund Name

Sub-Fund Name

Fund Manager

Fund Manager

Recommended Investment Horizon

Recommended Investment Horizon

Fund Type

Fund Type

Management fee

Management fee

Subscription Fee

Subscription Fee

Redemption Fee

Redemption Fee

Currency

Currency

Valuation Frequency

Valuation Frequency

Regulator

Regulator

Depositary

Depositary

Auditor

Auditor

Minimum Investment

Minimum Investment

Axelor Management s.r.o. and Stelar advisory a.s.

Axelor Management s.r.o. and Stelar advisory a.s.

221 94 835

221 94 835

Aurelia fondy SICAV a.s.

Aurelia fondy SICAV a.s.

Aurelia nemovitostní fond SMS & Axelor, podfond

Aurelia nemovitostní fond SMS & Axelor, podfond

Conseq Funds investiční společnost, a.s.

Conseq Funds investiční společnost, a.s.

5+ years

5+ years

Special real estate fund

Special real estate fund

1.75% p.a.

1.75% p.a.

Up to 5 %

Up to 5 %

None

None

CZK

CZK

Monthly

Monthly

ČNB - Czech National Bank

ČNB - Czech National Bank

Česká spořitelna a.s.

Česká spořitelna a.s.

Deloitte Audit s.r.o.

Deloitte Audit s.r.o.

From CZK 500

From CZK 500

FAQ

Investor FAQ

Are there any risks associated with investing in the Fund?

When can I redeem my investment?

What are the tax benefits of investing in the Fund?

How does a real estate fund work?

Let’s Discuss Your Investment Opportunities

Personal relationships are the foundation of trust. Our personal finance professionals will guide you through the available investment opportunities and answer your questions, helping you make an informed and responsible decision about building your wealth.

Let’s Discuss Your Investment Opportunities

Personal relationships are the foundation of trust. Our personal finance professionals will guide you through the available investment opportunities and answer your questions, helping you make an informed and responsible decision about building your wealth.

Let’s Discuss Your Investment Opportunities

Personal relationships are the foundation of trust. Our personal finance professionals will guide you through the available investment opportunities and answer your questions, helping you make an informed and responsible decision about building your wealth.

Prosperity only when shared.

Company Headquarters

Aurelia fondy SICAV a.s.

Hvězdova 1716/2b, 140 00 Praha 4

Prosperity only when shared.

Company Headquarters

Aurelia fondy SICAV a.s.

Hvězdova 1716/2b, 140 00 Praha 4

Prosperity only when shared.

Company Headquarters

Aurelia fondy SICAV a.s.

Hvězdova 1716/2b, 140 00 Praha 4