Lloyd Fonds AG launching four investment funds

  • Four investment funds launched on the market
  • Michael Schmidt starts as new Chief Investment Officer
  • Peter Vogel appointed Head of Sales for LF investment funds
  • Frankfurt office opening in April 2019

Hamburg, April 1, 2019. With immediate effect, Lloyd Fonds AG (Deutsche Börse Scale, ISIN DE000A12UP29) will commence selling operations for its first four investment funds comprising two equity funds, one mixed fund and one bond fund. All funds follow an active selection-focused investment process and thus offer clear added value. The funds are available in three unit classes: R (Retail), I (Institutional) and S (Seed):

Equity funds: 
Lloyd Fonds – European Hidden Champions (Unit Class R: DE000A2PB598, Unit Class I: DE000A2PB6A0, Unit Class S: DE000A2PB6B8)
Lloyd Fonds – European Quality & Growth (Unit Class R: DE000A2PB6C6, Unit Class I: DE000A2PB6D4, Unit Class S: DE000A2PB6E2)

Mixed fund: 
Lloyd Fonds – Best of Two Worlds (Unit Class R: DE000A2PB564, Unit Class I: DE000A2PB572, Unit Class S: DE000A2PB580)

Bond fund:
Lloyd Fonds – Special Yield Opportunities (Unit Class R: DE000A2PB6F9), Unit Class I: DE000A2PB6G7, Unit Class S: DE000A2PB6H5)

Lloyd Fonds AG is acting as an advisor* for the respective funds. Maximilian Thaler, CFA, (Lloyd Fonds – European Hidden Champions) and Christian Reindl, CFA, (Lloyd Fonds – European Quality & Growth) are responsible for the two equity funds. The focus of the two equity funds is on European equities. Both are investment experts for innovative and high-quality growth companies. The mixed fund Lloyd Fonds – Best of Two Worlds will jointly be operated by Christian Reindl and Dr. Tobias Spies, who is also responsible for the bond fund Lloyd Fonds – Special Yield Opportunities. The fixed income expert prefers to invest in opportunities and special situations arising from inefficiencies. All three fund specialists have a successful track record.

Universal Investment GmbH is the capital management company for the four investment funds. The funds are initially open to seed investors from April 1. They will then be launched on a broad basis on May 2, 2019. On this day, Lloyd Fonds AG will also introduce a new face to the market and a new website.

Michael Schmidt, CFA, appointed Chief Investment Officer from April 1, 2019

As previously reported in September 2018, Michael Schmidt, CFA has taken up his position as Chief Investment Officer of Lloyd Fonds AG with effect from April 1, 2019.

A graduate in business administration, he was previously a member of the management board of Deka Investment GmbH. He is a member of the Management Board of DVFA Deutsche Vereinigung für Finanzanalyse und Asset Management e.V. As well as this, Michael Schmidt is a proven expert in sustainability. Among other things, he was a member of the EU Commission’s High Level Expert Group on Sustainable Finance, which was set up from January 2017 to February 2018, laying the foundations for the EU “Financing Sustainable Growth” action plan with its final report.

Says Klaus Pinter, Chief Financial Officer: “Now that my colleague Michael Schmidt has commenced his duties, we have implemented another important step in the roll-out of our Strategy 2019+. He is the head of our experienced team of fund experts who are in charge of the LF-Line open-end investment funds.”

Adds Achim Plate, Chairman of the Supervisory Board of Lloyd Fonds AG: “We have gained in Michael Schmidt a renowned expert in asset management who is acknowledged throughout the industry. The aim of Strategy 2019+ is to position Lloyd Fonds AG as an innovative quality leader in active asset management and wealth management in Germany. The expanded Management Board will now be implementing this goal.”

Peter Vogel appointed Head of Sales for Lloyd Fonds investment funds

Lloyd Fonds AG is also additionally enhancing its sales expertise as part of its Strategy 2019+. Effective April 1, 2019, Peter Vogel is head of sales for all LF-Line investment funds.

Before joining Lloyd Fonds AG, he was managing partner of V-Fonds GmbH, a subsidiary of V-Bank AG, where he was responsible for both fund sales and fund purchasing. Prior to this, he held various management positions in sales and marketing, including at Main First Asset Management, Merrill Lynch International Bank Limited and Allianz Global Investors. The Business graduate studied economics at the Philipps University in Marburg.

Jochen Sturtzkopf, Chief Sales Officer comments: “We are delighted that Peter Vogel, a proven sales expert and an experienced manager, will be heading our investment fund sales. Together, we will be working to leverage our service excellence for the benefit of our sales partners and actively present our new products.”

Frankfurt office opening in April 2019 

In April, Lloyd Fonds AG is opening a new office in Frankfurt’s Westend at Ulmenstrasse 23-25. This means that the company is now present in the three top locations in Germany for the financial sector, thus improving its proximity to sales partners, customers and talents.