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Lloyd Capital has partnered with HANetf to launch focused equity and growth equity ETFs with over $300m AUM

When you invest in ETFs your capital is at risk.

May 2024, London

HANetf, Europe’s first and only independent white-label UCITS ETF and ETC platform[2], and leading provider of digital asset ETPs, is delighted to announce it has partnered with Lloyd Capital to launch Lloyd Focused Equity UCITS ETF (ticker: FEP) and Lloyd Growth Equity UCITS ETF (ticker: GEP).

The two new ETFs follow Solactive indices that aim to replicate the equity strategy for which Lloyd Capital has become widely renowned and that have a long track record of superior investment results.

Lloyd Focused Equity UCITS ETF tracks the Solactive Lloyd Focused Equity Index, which aims to select companies with strong and sustainable earning power, trading at a price that provides a margin of safety over their intrinsic value.

The second ETF, Lloyd Growth Equity UCITS ETF, tracks the Solactive Lloyd Growth Equity Index, which aims to select equities with strong and superior growth of their earning power, again trading at a price that provides a margin of safety over their intrinsic value.

Thanks to a strong pre-marketing campaign, the ETFs were able to attract $319.67 million[3] in assets under management (AUM) within the first week of trading.

Lloyd Capital is an independent asset and wealth manager based in Zurich, with a strong client franchise and capital base. They look to provide steady returns by investing in outstanding businesses at a discount. At the core of their investment process lies a deep fundamental research approach and a high degree of selectivity resulting in concentrated portfolios. Lloyd Capital is a subsidiary of Emerald Wealth Partners, a group founded in 2016 with an AUM of $1.9 billion.

Thomas Küpfer, Chief Investment Officer, and Cedric Jacque, Senior Portfolio Manager, comment: “We view stocks as fractional ownership in businesses and cultivate a long-term owner’s mindset. Our selective strategy focuses on identifying high-quality companies, acquiring a deep understanding of their business models, and purchasing them at a discount to their long-term earning power.”

Please remember that past performance is not indicative of future performance and when you invest in ETFs your capital is at risk.

[1] Data as of 28.05.2024.

[2] As shown in the ETF Database.

[3] Data as of 28.05.2024.

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