Report

Lloyd Fonds - Focus on building scale

Lloyd Fonds (LF) continues its operational realignment process with Strategy 2023/2025 initiated in FY20. The new business model has been implemented under the Lloyd Liquid Assets segment, with €1.1bn of AUM gathered so far, and management reiterated its target to reach €7bn by 2024. The AI-based portfolio management (LAIC) has been successfully launched, with €15m in AUM raised so far. While the company reported a net loss in H120 results due to continued transformation costs and the COVID-19 crisis, management expects H220 to break even.
Underlying
Lloyd Fonds AG

Lloyd Fonds AG is a Germany-based multi investment and asset management company. It develops, sells and manages asset investments for institutional and retail investors, and focuses on alternative real assets and investment products. The Company operates through three segments: The Shipping and Other Assets segment focuses the purchasing, structuring and selling assets in the shipping and secondary-market ship fund business and financing of assets by arranging debt and equity capital. The Real Estate segment focuses on the purchase and structuring of assets in the real estate segment. The Trusteeship segment includes, among others management of trust accounts and services for fund entity investors.

Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts
Pedro Fonseca

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