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Funds

Concorde Funds

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.

To obtain documentation about the funds, access this link https://www.dpas.lu/fund-information/ or contact us.

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.

To obtain documentation about the funds, access this link https://www.dpas.lu/fund-information/ or contact us.

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.

To obtain documentation about the funds, access this link https://www.dpas.lu/fund-information/ or contact us