Lloyd Fonds

DB: L1OA

Market Cap€111.4m

Last Close €8.4

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.

More Lloyd Fonds content >

Investment summary

Lloyd Fonds (LF) continues its business repositioning under Strategy 2023/2025 to active portfolio management, expanding its assets under management (AUM) within new core business to €1.9bn as at 26 March 2021 from €1.1bn as at end-June 2020. This exclusively organic growth was driven by a robust managed funds performance and net funds inflow. Management reiterates its guidance to reach €7.0bn in AUM by the end of 2024 and 45% EBITDA margin. Management’s target is underpinned by the H220 EBITDA margin of 44%, healthy AUM growth in Q121, and a potential revival in M&A activity, which would help accelerate the expansion.

Content on Lloyd Fonds
Lloyd Fonds – EKF interview
Financials | Edison TV | 2 November 2020
Lloyd Fonds – Focus on building scale
Financials | QuickView | 19 October 2020
View more
Register to receive research on Lloyd Fonds as it is published
Share price graph
Price performance
%
1m
3m
12m
Actual 3.7 34.4 115.4
Relative* 2.6 25.9 70.2
52-week high/low €8.7/€3.6
*% relative to local index
Key management
Achim Plate CEO