Highlights

Highlights

Highlights

A family run and controlled investment company

Four focus sectors

 


Consumer and Retail


Digital Transformation


Education


Healthcare

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

+120

years

shareholders’ equity (2)

Change over the last 20 years (3)

Global reach

Europe – Asia – US
Offices in Brussels, Luxembourg and Singapore

26

investment professionals
across our 3 offices

(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.