Leaders Portfolios Fund - EUR (LU0406057892 / CONLEAD LX)
Launched on February 3rd 2009, the Fund focuses on listed, family-controlled, Holding Companies. The focus favours an alignment of interests, objectivity and conviction in the investments chosen, as well as a long-term approach, closer to the entrepreneurial reality.
Additionally, it provides access indirectly to investments that are difficult to reach by direct means, such as private equity and any ‘deal flows’ between those families.
Patrimonium Fund - EUR (LU0791318909 / CONPATR LX)
The Patrimonium Fund's objective is capital preservation. Launched on June 14th 2012, the fund invests up to 60% of its assets in a diversified portfolio of equities and the rest in debt and money-market. The Fund invests in assets principally issued in OECD, Hong Kong and Singapore markets.
Red Dot Asian Portfolio Fund - USD (LU1915708124 / CONRDAP LX)
Launched on May 2nd 2014, the Fund aims to achieve long-term capital preservation while maximizing total return. The Fund invests in equities of companies based, listed, or doing business in Asia, and in bonds of both Asian companies and governments. The Fund follows a flexible asset allocation strategy and is benchmark agnostic.
New Horizons Fund - USD (LU2271337912 / COPNHUA LX)
Launched on December 31st 2020, the New Horizons Fund invests mainly in a diversified portfolio of shares of companies active in one of these five key thematics: Circular Economy, New Energy, Future of Transportation, Nutrition & Agriculture, and Healthier Life.
The companies typically operate in the following industries: energy (including alternative and renewable energy), transport, consumer staples and discretionary goods, finance, energy, materials, information technologies, community services and healthcare. Stock selection will favour innovative companies and will be based on an in-depth analysis of economic cycles and the major trends influencing them to determine the best investment opportunities worldwide (including emerging and frontier markets).