A family run and controlled investment company
Four focus sectors
Consumer and Retail
complementary investment styles
Long-term minority investments
43% of the shareholders’ equity (1)
Investments in venture and growth capital funds
31% of the shareholders’ equity (1)
Sofina Growth ─ Investments in fast-growing businesses
20% of the shareholders’ equity (1)
Roots going back
(1) Considering the portfolio in transparency, percentage based on preliminary and unaudited data as at 31 December 2019.
(2) As at 31 December 2019, based on preliminary and unaudited data.
(3) Since 1 January 2018, Sofina has adopted the status of investment entity in accordance with IFRS 10. Since then, its shareholders’ equity, also referred to as net asset value is equal to the fair value of its portfolio companies, direct subsidiairies and their portfolio companies and other assets and liabilities. In order to ensure a better comparison of its performance with regard to previous financial years, Sofina has adjusted its shareholders’ equity for the financial years 2016 and 2017 in accordance with IAS 28, §18. Financial reports are established in accordance with IFRS since 31 December 2004. Shareholders’ equity for the financial years prior to 2004 correspond to the estimated value of the assets.