The PPF- LPActive Value Fund invests in a global portfolio of undervalued private equity companies that mainly invest in medium-sized companies. The objective of the fund is to achieve an above-average risk-adjusted return in EUR and CHF currency. The implemented currency-hedge minimizes currency risks. The distributing share class enables investors to participate in yearly dividend payments (5%-6% over the last years).
The selection process is based on an in-depth screening. Since 2004, LPX AG analyses and classifies a global universe of private equity companies.
The LPActive Value Fund was launched in 2009 and has reached a fund volume of more than 100 million in 2017.