Lloyd Fonds

DB: L1OA

Market Cap€165.8m

Last Close €12.5

Lloyd Fonds has positioned itself as an integrated asset manager and partner for private customers and institutional capital. It aims to provide added value through transparent, active asset management, forward-looking digital solutions with the secondary brand LAIC, as well as individual and institutional asset management. It has over 20 years’ experience as an investor in a range of alternative real assets.

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Investment summary

In H121, Lloyd Fonds (LF) expanded its assets under management (AUM) within the new core business to €1.97bn (from €1.66bn at end-2020) and it is aiming for €2.4bn by end-2021. While its recent growth was organic, LF continues to search for attractive acquisition targets within the wealth management segment with AUM of at least €1bn. In June 2021, LF launched a c €5m offering of participation rights in LAIC Capital, in the form of blockchain-based tokens, with proceeds expected to assist further development of its highly digitalised business segment. On the back of this multi-factor growth, LF still targets €7bn AUM in 2024 and an EBITDA margin of 45%.

Content on Lloyd Fonds
Lloyd Fonds – Healthy organic AUM expansion
Financials | Update | 3 September 2021
Lloyd Fonds – EKF interview
Financials | Edison TV | 2 November 2020
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Share price graph
Price performance
%
1m
3m
12m
Actual (13.8) 23.8 81.2
Relative* (14.7) 22.7 61.5
52-week high/low €16.6/€6.2
*% relative to local index
Key management
Achim Plate CEO