Moorea Fund

Fund of Funds Luxembourg ·Founded 2013

Overview

Moorea Fund is a Luxembourg-based fund of funds managed by Société Générale Private Wealth Management. The fund offers a diversified portfolio across various asset classes, including fixed income, equity, and alternative investments, catering to investors seeking exposure to multiple markets and sectors. It operates under the jurisdiction of Luxembourg and is regulated by the Commission de Surveillance du Secteur Financier (CSSF). The fund's investment strategy encompasses a wide range of stages, from early-stage ventures to mature companies, including buyouts and distressed assets. Geographically, Moorea Fund has a broad focus, investing in regions such as France, Luxembourg, Monaco, the United Kingdom, Belgium, Switzerland, the United States, Turkey, Senegal, Austria, Ethiopia, Jordan, Gabon, and South Africa. This extensive geographical reach allows the fund to tap into diverse markets and opportunities. Moorea Fund has demonstrated a commitment to responsible investing by obtaining the LuxFLAG ESG label for several of its sub-funds, including Moorea Fund – Euro Fixed Income and Moorea Fund – European Equity Quality Income. This recognition reflects the fund's integration of environmental, social, and governance criteria into its investment process, aligning with its dedication to sustainable financial performance and corporate social responsibility.

Investment Focus

  • Accredited investors only
  • Compliance with Luxembourg investment regulations

Portfolio Companies

Lyxor Asset ManagementSociété Générale Private Wealth ManagementSociété Générale Private Banking MonacoABN AMRO Private Banking BelgiumJ.P. Morgan Asset Management (UK) LtdBlackRock Investment Management (UK) Limited

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Frequently asked questions about Moorea Fund

What sectors does Moorea Fund invest in?

Moorea Fund invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Luxembourg. Moorea Fund is listed as a fund of funds in the ConnectSafely investor database.

What stage does Moorea Fund invest at?

Moorea Fund backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.

Which regions does Moorea Fund invest in?

Moorea Fund invests across United States, United Kingdom, France, Switzerland, Luxembourg and Austria.

What companies has Moorea Fund invested in?

Moorea Fund's portfolio includes Lyxor Asset Management, Société Générale Private Wealth Management, Société Générale Private Banking Monaco, ABN AMRO Private Banking Belgium, J.P. Morgan Asset Management (UK) Ltd and BlackRock Investment Management (UK) Limited.

Last updated · Source: ConnectSafely investor database