Lloyd Fonds


€53.4m market cap

€5.3 last close

Lloyd Fonds is an investment and asset manager in a range of alternative real assets including ships, real estate, aircraft, energy, and private equity. Over more than 20 years it has arranged more than 100 investments with a cumulative total volume of c €5bn and a current volume of c €1.4bn.

Investment summary

Lloyd Fonds is accelerating its transformation into a leading asset manager in Germany with the proposed acquisition of highly regarded SPSW Capital. This follows the recent sales launch of its new business model, focused on open-end retail funds and targeting assets under management to exceed €5bn by 2023 (€1bn+ in 2019). While repositioning makes financials difficult to assess, this move gives reassurance as growth in assets under management is the stated driver of future earnings.

Share price graph
Price performance
Actual (0.9) (1.5) 17.3
Relative* (2.1) (3.5) 17.8
52-week high/low €5.8/€4.3
*% relative to local index
Key management
Hendrik Duncker Corporate Communications