Fund databaseMulti-Asset

LBPAM Private Opportunities

LBP AM European Private Markets · FR001400RTA3

ELTIF 2.0 Multi-Asset France Article 8 Infrastructure

NAV · 31 Jul 2026102.34 EUR
Fund currencyEUR
Income treatmentboth
Performance since Jan 2025 p.a.+1.4%Class A1
Ongoing costs2.56% p.a.
Min. investmentEUR 100
Redemptionmonthly
Risk (SRI)4 / 7

01Performance

Unit price (NAV) in EUR · share class A1 · 17 data points

102.34 EURNAV as at 31 Jul 2026
100.4101101.6102.2Jan 2025May 2025Sep 2025Jan 2026Jul 2026
Source: Monthly returns from the fund company entire series back-calculated from monthly returns — no published unit price
YTD+0.4%
1 year+1.2%
since Jan 2025 p.a.+1.4%

Returns calculated by semiliquid.info from the NAV series, not an official provider figure. Taxes and the trading costs of reinvestment are not taken into account. Past performance is not a reliable indicator of future results.

Provider figures

These come from the factsheet, the PRIIPs KID or the monthly report. They may relate to a different reference date, a different share class or a longer period than the series above — the series starts with the first documented unit price, not necessarily with the launch. That is why the values sometimes differ.

Target return per the provider: No official target return. KID scenarios (EUR 10,000, 8 years): Tensions and Défavorable each -6.3 % p.a. (EUR 5,946), Intermédiaire +6.83 % p.a. (EUR 16,965), Favorable +8.66 % p.a. (EUR 19,439). 1 year: -26.5 % / -26.5 % / +4.3 % / +20.0 %

Source: KID (DIC)_FR001400RTA3_PartA1_2026-03-23 (as at 23 Mar 2026)

Provider figure or KID scenario — not a forecast by semiliquid.info. Target returns are not guaranteed.

02Strategy & portfolio

What the fund does and how the portfolio is put together.

Launch year2025
Fund size
CurrencyEUR
Income treatmentboth
SFDRArticle 8
Recommended holding8 yrs
Liquidity buffer
Leverage limit

Risk indicator 4 of 7 from the key information document (1 = low, 7 = high); it captures liquidity risks only to a limited extent.

Portfolio breakdown

Broken down using semiliquid’s common taxonomy — provider labels are mapped onto shared categories so that funds can be compared. Only published figures are used; nothing is estimated.

Sector breakdown

Actual portfolio% of NAVas at 24 Dec 2025

B2B services5.3%
Healthcare & life sciences4.5%
Technology & software4.3%
Industrials & manufacturing3.2%
Communication services0.8%
Semiconductors & hardware0.4%
Transport & logistics0.2%
Other81.3%
Show groups
Technology & software5.5%
Business services5.3%
Healthcare & life sciences4.5%
Industrials & manufacturing3.2%
Transport & logistics0.2%
Other81.3%
Source: LBP AM 'Rapport trimestriel LBPAM Private Opportunities au 24 décembre 2025' (Anteilsklasse C, Portfolioaufteilung fondsbezogen; Basisdaten der Zielfonds per 30.09.2025) · Document

Geographic breakdown

Actual portfolio% of NAVas at 24 Dec 2025

France16.3%
Europe, other2.4%
Cash & cash equivalents1.9%
Other / unallocated79.4%
Show groups
Europe18.7%
Other / unallocated79.4%
Cash & cash equivalents1.9%
Source: LBP AM 'Rapport trimestriel LBPAM Private Opportunities au 24 décembre 2025' · Document

Strategy

Infrastructure

Investment in three unlisted asset classes in France and Europe: private corporate debt, private equity and infrastructure (equity and debt); in parallel the build-up of a 'Capital Solutions' centre of competence

03Costs

The basis is the PRIIPs KID of the share class we track — which makes it comparable across providers.

Management fee2.56%
Total ongoing costs2.56%
Entry charge max.3.00%
Redemption fee0.00%
Performance fee0.00%
Hurdle rate0.00%
High-water marknot documented

In context: ongoing costs

This fund
2.56%
Median Multi-Asset
2.19%

Median across 14 funds in this asset class in our database, based on the PRIIPs KID. No statement about quality — cost structures differ depending on the strategy and on target-fund layers.

How the performance fee works

Not applicable – no performance fee at fund level, consequently neither a hurdle nor a catch-up nor a high-water mark nor crystallisation
Source: KID (DIC)_FR001400RTA3_PartA1_2026-03-23

Costs per the key information document

PRIIPs KID Part A1 (as at 23 Mar 2026, EUR 10,000): Coûts d'entrée 3 % (max., up to EUR 300); Coûts de sortie EUR 0; Frais de gestion and other administrative/operating costs 2.56 % p.a. = EUR 248.30; Coûts de transaction EUR 0 ('Nous ne facturons pas de coûts de transaction sur ce produit'); Commissions liées aux résultats EUR 0. COUT AU FIL DU TEMPS: Coûts totaux EUR 548.32 after 1 year, EUR 4,102.27 after 8 years. ANNUAL COST IMPACT: 5.56 % after 1 year, 3.15 % p.a. after 8 years (recommended holding period). Footnote: 'votre rendement moyen par an ... 9,98 % avant déduction des coûts et 6,83 % après'
Source: KID (DIC)_FR001400RTA3_PartA1_2026-03-23 (as at 23 Mar 2026)

04Subscription & entry

How you get into the fund, and on what terms.

Subscriptionnot documented
Minimum investmentEUR 100
Entry chargeup to 3.00%
Rec. holding period8 years

05Redemption & liquidity

Semi-liquid means redemption only on fixed dates, with notice periods and upper limits. This is how it works for this fund — in the order the redemption process runs.

Units can be redeemed monthly; notice must be given 30 days before the date.

1 · Lock-upnot documented
2 · Notice period30 days before the date
3 · Redemption datemonthly
4 · Gateexists, not quantified in the prospectus
5 · Payoutnot documented

Redemption per the document

Monthly – 'Les rachats de parts sont exécutés mensuellement sur la base de la prochaine Valeur Liquidative de Rachat (cours inconnu) et sont centralisés au plus tard en J-1 mois, à 13h, auprès de CACEIS Bank'

Source: KID (DIC)_FR001400RTA3_PartA1_2026-03-23 (as at 23 Mar 2026)

Gate per the document

In place, but not quantified: 'La Société de Gestion de l'OPC devra, quand les conditions décrites dans le règlement de l'OPC sont remplies, déclencher un dispositif de plafonnement des rachats (« Gates »)'. In addition: 'Les modalités de rachat pourront être différentes en fonction des contraintes de liquidité du Produit ou en cas de rachat significatif'

Source: KID (DIC)_FR001400RTA3_PartA1_2026-03-23 (as at 23 Mar 2026)

Notice period

Centralisation of redemption requests at the latest one month in advance (J-1 month) by 13:00 at CACEIS Bank – effectively around 1 month's lead time

Source: KID (DIC)_FR001400RTA3_PartA1_2026-03-23 (as at 23 Mar 2026)

Lock-up

Lock-up period ('Période de Blocage') until 15 Mar 2026 – 'L'investisseur ne pourra demander le rachat total ou partiel de ses parts avant l'expiration de la Période de Blocage, soit avant le 15 mars 2026'. Retail investors may withdraw their subscription within two weeks of signing without penalty

Source: KID (DIC)_FR001400RTA3_PartA1_2026-03-23 (as at 23 Mar 2026)

06Fund details & verification

Who stands behind the fund, who it is authorised for — and what the figures rest on.

AIFM / management company

LBP AM (La Banque Postale Asset Management), 36 Quai Henri IV, 75004 Paris; AMF authorisation GP-20000031. Responsible unit: LBP AM European Private Markets, Capital Solutions department (headed by Irène d'Orgeval); platform head Peter Arnold. LBP AM is 75 % owned by La Banque Postale and 25 % by Aegon Asset Management

Source: KID (DIC)_FR001400RTA3_PartA1_2026-03-23; Presentation (press release)_FR001400RTA3_2025-01-27

Depositary

CACEIS BANK (depositary; also the centralising agent for redemption requests)

Source: KID (DIC)_FR001400RTA3_PartA1_2026-03-23 (as at 23 Mar 2026)

Launch date

Launch press release dated 27 Jan 2025 ('LBP AM European Private Markets launches its first ELTIF 2.0 fund'). Term of the product: 99 years. The lock-up period ('Période de Blocage') ends on 15 Mar 2026

Source: Presentation (press release)_FR001400RTA3_2025-01-27; KID (DIC)_FR001400RTA3_PartA1_2026-03-23

Eligible investors

'Le produit s'adresse aux investisseurs de détail qui appréhendent les principales caractéristiques et risques du produit'; only the persons named in the prospectus section 'Investisseurs concernés' are entitled to subscribe. The fund is approved for life insurance policies and pension plans (assurance vie / PER); ELTIF 2.0 with distribution to professional and retail investors

Source: KID (DIC)_FR001400RTA3_PartA1_2026-03-23; Presentation (press release)_FR001400RTA3_2025-01-27

Distribution authorisation

France (via La Banque Postale and LBP AM distribution channels); further countries n/a

Fee layers / double charging

TWO LAYERS / DOUBLE CHARGING IS INHERENT IN THE SYSTEM: LBPAM Private Opportunities is a FUND OF FUNDS ('active selection approach') – the portfolio consists of funds managed either by LBP AM European Private Markets itself or by third-party managers, across several vintages and three asset classes (private corporate credit, private equity, infrastructure equity and debt). At target-fund level their management fees and carried interest arise in addition to the fund-of-funds fee. An offset rule for in-house target funds is not documented

All figures come from our analysis of provider documents (product data as at 19 Aug 2026, distribution data as at 12 Aug 2026) and have not been conclusively verified.

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Important information. semiliquid.info does not provide investment advice and makes no recommendation to buy, sell or hold fund units — no ranking, no offer, no invitation to subscribe. Only the prospectus and the key information document (PRIIPs KID) of the respective fund are authoritative. We give no warranty for the accuracy, completeness or currency of the information. Semi-liquid funds invest in illiquid assets: redemptions are possible only to a limited extent and can be capped, deferred or suspended; there is a risk of total loss. Past performance is not a reliable indicator of future results. Read the prospectus and the key information document before making an investment decision and seek professional advice where appropriate.