Investment Advisory
Leveraging extensive expertise in listed alternatives, LPX AG provides tailored investment solutions through specialized funds. We offer investors access to unique opportunities in the private equity and infrastructure asset classes, supported by rigorous research and innovative strategies.
With decades of experience in listed alternatives, LPX AG combines proprietary research, innovative index solutions, and robust market insights to deliver tailored investment opportunities. Whether through private equity or infrastructure-focused funds, our investment advisory expertise empowers investors to achieve their strategic goals.
PPF-LPActive Value Fund
The PPF-LPActive Value Fund focuses on a global portfolio of undervalued private equity companies, primarily investing in medium-sized enterprises. With a commitment to achieving above-average risk-adjusted returns in EUR and CHF currencies, this fund employs an active currency-hedging strategy to minimize currency risks.
Investment Objective
To achieve above-average risk-adjusted returns in EUR and CHF through investments in undervalued listed private equity companies and trending opportunites
Investment Policy
Focuses on a global portfolio of medium-sized private equity companies, with active currency hedging to minimize currency risks.
Investment Profile
Offers exposure to a diversified portfolio of private equity investment portfolio with regular dividend payments (5%-8% in recent years).
Track Record
Established in 2009, the fund surpassed 150 million EUR in volume by 2024 and continues to demonstrate stable growth.
Customizable Solutions
PPF II – Global Infrastructure Network Fund
The PPF II – Global Infrastructure Network Fund invests in a broadly diversified portfolio of basic infrastructure companies. The fund exclusively targets companies that own or operate physical infrastructure networks, characterized by long-term predictable cash flows and inflation-linked revenues, often supported by concession-based contracts.
Investment Objective
To deliver above-average risk-adjusted returns in EUR and CHF by investing in globally listed core infrastructure companies.
Investment Policy
Targets infrastructure companies with predictable cash flows and inflation-linked revenues, focusing on assets with natural monopoly positions.
Investment Profile
Provides exposure to a diversified portfolio of core infrastructure companies characterized by stability and resilience.
Track Record
Leveraging expertise from LPX AG since 2007, the fund combines a robust selection process with consistent performance in the infrastructure sector.
Customizable Solutions
Documents
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