01Performance engine
Analysis and signal system
- 1.Screening across several liquid markets
- 2.Identification of exploitable changes in volatility
- 3.Alerts for real-time adjustments
The high-yield liquid investment
Become a Limited Partner of Phocus1
Investment from €125,000, in accordance with Luxembourg legislation. Phocus1 is registered as an AIFM in Luxembourg, AIF (Alternative Investment Fund) compartment No. 5628, RCS B251244, with a 100% options underlying, and is reserved for informed or professional investors, both natural persons and legal entities.
- Minimum investment
- €125,000
- Rolling investment horizon
- 12 months
- Options underlying
- 100%
- Domiciled in Luxembourg, an AAA-rated country
- AAA
Depending on the amount invested, you receive a number of units in the Phocus1 fund. The unit value, or NAV (Net Asset Value), is updated on the 30th or 31st of each month.
- Gross return since inception
- +88,73 %
A transparent investment.
Discover it at private.phocus1.com
Private Phocus
Transparency at your fingertips: track your investment in your dedicated digital area.
Live performance and unit value
Profit factor, daily/monthly performance, net asset value of units, history.
Tracking of assets and gains
Dashboard of your investment, number of units, subscription dates and investment horizon, value of assets held
All your important documents
Brochure, subscription form, participation certificate, KYC: everything is centralised to make compliance with Luxembourg financial regulations simple.
How it works
Our performance engine
Phocus1’s remarkable profitability is driven by an exceptional performance engine, the result of 5 years of research and development.
Our performance engine refers to all the factors and strategies that contribute to Phocus1’s growth and success, as described here.
Unlike some funds that rely on trading algorithms or trading robots, at Phocus1 we favour a human and strategic approach, based on in-depth expertise and rigorous market analysis.
02Performance engine
Hedging system
- 1.Maintaining a neutral exposure
- 2.Gradual rebalancing in line with market movements
- 3.Continuous risk stabilisation
03Performance engine
Dynamic risk
- 1.Performance built on the time value of options
- 2.Exposure adjusted to the current level of volatility
- 3.Protection mechanisms to limit extreme losses
- 4.Seeking to control the risk of capital loss (no guarantee)
4 steps
How to join Phocus1 and invest with us
- 01
You create your account in your investor portal
- To follow the fund’s performance live
- To follow the monthly unit value
- To read the prospectus and management report
- To keep the legal documents relating to your investment: investment certificate, KYC, proof of address, etc.
- 02
Review the documents and sign the subscription form
- The prospectus can be downloaded from your investor area
- When you are ready, we send you the subscription form via DocuSign
- 03
Make your bank transfer
- The transfer is made to the Phocus1 account held with OlkyPay, a regulated Franco-Luxembourg bank
- Your funds must reach us before the 30th of the month, the NAV (Net Asset Value) calculation date
- Once the NAV has been calculated, we allocate the number of units due to you based on the amount invested
- For example, if you had invested €150,000 in August 2024, when the value was €1,820.2460 per unit, you would hold 82.4064 units
- 04
That's it, your capital is at work
- Your returns are capitalised every day, benefiting from an even more powerful compounding effect
- Your investment benefits from tax transparency
- Private Phocus lets you track and manage your investment with complete transparency
In summary, how does it work:
With a 12-month investment horizon and capital that remains accessible during the investment horizon, subject to early withdrawal fees, our fund combines qualities that run counter to most investment funds: monthly valuation, profitability and continuous transparency.
This is possible because of the very nature of our investment in options strategies on the most liquid markets.
Our fund implements options strategies exclusively. It does not hold a portfolio of equities, ETFs, bonds or sovereign debt, nor assets such as cryptocurrencies.
- 01
A strategy written into the articles of association
Our options strategies are written into the fund’s articles of association, prohibiting the managers from making any other type of investment.
- 02
No fees on your capital
No fees apply to your capital. Commissions are taken exclusively from gains (33% of gains), ensuring that 100% of your investment is deployed to generate performance aligned with your interests.
Private Phocus
The Phocus1 app to:
- Track our performance
- Access our management reports
- Download the prospectus
05
Book a call
Jean-François Chauffeté
Founder · Managing Partner, Phocus1
Speak directly with Jean-François Chauffeté, founder of Phocus1: how the fund works, performance and subscription terms.
- 15 min
- Qualified investors
- No commitment
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Investing in Luxembourg: investment vehicles compared
Example taken from the article « Placer son argent au Luxembourg sans être une grosse fortune » (Investing in Luxembourg without being very wealthy).
| Type of vehicle | Minimum amount | Entry fees | Annual management fees | Exit fees | Performance fees |
|---|---|---|---|---|---|
| Dedicated internal fund (FID) | €125,000–250,000 | 0–5% (negotiable fees) | 0.5–1.2% (+ external management 0.5–2%) | Often 0%; varies by contract | 10–20% (if external mandate) |
| Collective internal fund (FIC) | €10,000–50,000 | 0–3.5% | 0.6–1.5% | Often 0%; varies by contract | Rare |
| Specialised insurance fund (FAS) | > €125,000–250,000 | 0–5% | 1–2.5% | Often 0%; varies by contract | Possible |
| External funds (FE/UCITS/ETF) | No minimum | Depends on contract (often 0%) | 1–2% (within the fund) | Variable (depends on fund) | Sometimes (depends on fund) |
| Phocus1 alternative investment fund (AIF) | €125,000 | 0% | 0% | 0% on the anniversary date | 33% of realised gains |
FAQ
How can I invest?
You must sign the fund’s articles of association and the subscription form.
These documents are available by opening an account in the shareholder area here
How and where is my money invested?
Your capital is invested daily in options strategies. Depending on market fluctuations, we adjust our positions by holding or selling them in order to generate modest gains or limit losses.
To find out more, see the details here.
Can I track the performance?
Yes, in the shareholder area, where we invite you to open an account here.
You can follow the performance, the unit value and your total assets in real time, and find all the administrative documents relating to your investment: the share certificate (investment certificate), the subscription form, the signed articles of association and your compliance documents (KYC).
What tax obligations do I have?
You must declare to the tax authorities any capital gains on the disposal of units when you withdraw money, whether annual returns or your capital. For each capital withdrawal, our Luxembourg accountant tells you the exact amount you need to declare.
How long does it take to get my money back?
Your capital remains accessible at any time, making Phocus1 a fully liquid investment. Please note, however, that early exit penalties apply if the investment period is less than 12 months.
Beyond this period, every 12 months you can collect your returns and recover your capital without any withdrawal fees.
Who is the depositary bank?
The fund’s depositary bank is JPMorgan, in Frankfurt.
Can the manager run off with the funds?
The fund’s assets are held with the depositary bank JPMorgan (Frankfurt). All inflows and outflows of money are nominative and approved by the bank. Any change of bank details by a participant requires the bank to validate the details and proof of address again. The documents relating to any redemption or subscription request, including additional subscriptions, are systematically requested by the bank. Every movement is notified to all the directors of the AIF (Phocus1 fund).
Your high-yield investment
An alternative and diversifying investment opportunity.
Discover here the best investment in Luxembourg as well as the best investment for €150,000.
Please note that the content of this website is intended exclusively for finance and investment professionals and for informed investors within the meaning of the European Securities and Markets Authority (ESMA), and that it must be shared responsibly. Persons other than such professionals are advised not to rely on the information contained on this website.
Published in the European Union by PHOCUS1, registered in Luxembourg under RCS No. B251244. Registered office: 11, Rue Glesener, L-1631 Luxembourg. Statutory auditor and directors: FISCONSULT SA.
No fees apply to your capital. Commissions are taken exclusively from realised gains, ensuring that 100% of your investment is deployed to generate performance aligned with your interests.
The value of investments and of income from the activities of PHOCUS1 SCS, registered in Luxembourg (RCS No. B251244), may go down as well as up. Shareholders, investors and clients are not guaranteed to recover the full amount invested. Past performance is not a guarantee of future performance. Tax implications depend on the personal circumstances of each shareholder, investor or client and on their country of residence, and may change. You are strongly advised to consult a qualified professional before making any decision to invest or to take an interest in a company. Systemic risks may undermine stability and lead to the failure of financial institutions, including long-established ones.
The information contained on this website constitutes neither an offer nor a solicitation to carry out transactions in securities or financial instruments in any jurisdiction where such an offer or solicitation would be unauthorised or unlawful. This restriction applies in accordance with Regulation (EU) No 596/2014, implemented in Luxembourg by the law of 23 December 2016 on market abuse. PHOCUS1 does not guarantee the accuracy, timeliness or completeness of the information provided on this website and accepts no liability for any error or omission.
Certain information on this website may include projections or forward-looking statements concerning future events or the financial performance of markets, currencies, companies or countries. These forecasts are based on assumptions and may differ significantly from actual outcomes. Users must assess for themselves the relevance and accuracy of the information presented and carry out their own research where necessary. Any opinion or estimate mentioned is general in nature and must not be regarded as financial advice or a personalised recommendation.
Neither PHOCUS1 nor its delegates or agents have assessed the investment objectives, financial situation or specific needs of the website’s users. No warranty is given and no liability will be accepted for any loss arising directly or indirectly from the use of the information, opinions or estimates presented. PHOCUS1 SCS reserves the right to amend or update the information contained on this website at any time and without notice.
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