A clear structure, a regulated framework and a strategy based on the real value of assets.
A regulated, transparent framework.
Cap Sud Opportunity Fund is an alternative investment fund (AIF) established in Luxembourg under the AIFM Directive (2011/61/EU), offering qualified investors access to diversified strategies, rigorously managed to the highest standards of compliance and governance.
A diversified allocation designed for stability and growth.
The portfolio combines :
- 50% real estate, via funds of real estate funds, offering stability and recurring income;
- 45% in diversified financial assets, to capture market opportunities;
- 5% for a residual pocket of cash and hedging instruments, ensuring flexibility and dynamic risk management.
This allocation structure aims to preserve capital while generating a target annualized return of 9-12% (*).
*Based on historical data and internal projections. Past performance is no guarantee of future results.
Embodied governance and responsible communication.
The fund is managed by Jean-Michel Toscane and Olivier Martin, who are personally involved in every investment decision and invest in the fund themselves.
Their direct management guarantees total alignment of interests with investors and a close relationship based on transparency and regularity of information.