LFP Allocation (advised by DPA)
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.
Since inception, LFP Allocation’s performance offers a vivid testimony of the merits of this innovative approach. Indeed, its low volatility, including during market turbulences, has placed it amongst the best funds in its peer group in terms of risk-adjusted return (as measured by the Sharpe ratio).
This performance has aroused interest amongst institutional investors (e.g. insurance companies, French pension funds called « Caisses de retraites », private wealth managers). By 2007 year-end, assets under management exceeded € 800 millions.
