LFP Allocation (advised by DPA)
LFP Allocation, is a diversified fund (an AMF-regulated FCP) launched in 2003 by La Française des Placements, a Paris-based asset manager, and advised since inception by DPA Invest. It belongs to S&P’s “Asset Allocation Global Neutral €” category.
Like DPA Gestion Privée, LFP Allocation is also managed with a low-risk profile and a medium-term horizon. Its portfolio allocation has adjusted significantly during financial markets valuation cycles, unlike most other diversified funds.
Its performance compares favourably to the performance of traditional mutual funds and it has aroused interest amongst institutional investors (e.g. insurance companies, French pension funds called « Caisses de retraites », private wealth managers). By the end of February 2010, assets under management were in excess of € 327 millions.
Legend :
Blue : LFP Allocation I
Red : EONIA Capi.
More information
DPA Invest - SAS au capital de 700 000 € - 10 rue des Moulins 75001 Paris contact@dpainvest.com