reports
- James Carthew
A good year; more to come?
With its recent results announcement, Standard Life Private Equity (SLPE) has posted compelling returns (an NAV total return of 14.9% and share price total return of 31.9%). SLPE has benefitted from strong trading at underlying companies, a strong exit market (driving realisations), improving sentiment towards the sector and a narrowing discount as more investors have selected it as a core holding in the private equity sector. The manager expects that, in the absence of major shocks, the portfol...
- James Carthew
A good year; more to come?
With its recent results announcement, Standard Life Private Equity (SLPE) has posted decent returns (an NAV total return of 14.9% and share price total return of 31.9%). SLPE has benefitted from strong trading in its underlying companies, a healthy market for exits, improving sentiment towards the private equity sector and a narrowing discount as more investors have selected it as a core holding for their private equity exposure. The manager expects that, in the absence of major shocks, the port...
- Matthew Read
Loading the portfolio
”‹SL Capital Partners, the manager of Standard Life Private Equity Trust (SLPE), observes an improving outlook in Europe. However, it thinks that some form of market disruption could occur during the next 12 to 24 months. This might lead to greater volatility and an improved pricing environment for those of its underlying funds that wish to make acquisitions. SLPE has been selective with its primary commitments and secondary fund purchases, aiming to be well positioned in advance of any market s...
- Matthew Read
Loading the portfolio
”‹SL Capital Partners, the manager of Standard Life Private Equity Trust (SLPE), sees the outlook for Europe improving. However, it thinks that some form of market disruption could occur during the next one to two years. This might lead to greater volatility and better prices for those of its underlying funds that wish to make investments. SLPE has been selective with its primary commitments (capital for new funds) and purchases of existing funds, aiming to be well positioned in advance of any m...
- Matthew Read
Dividend doubled to 4.0%
”‹Standard Life Private Equity Trust (SLPE) is implementing a package of measures to refine its strategy that includes a significantly higher dividend, the removal of size and geographic restrictions, increasing flexibility in cash management and a simplified management fee structure. SLPE has provided strong absolute returns in recent years but, despite discount contraction during the last year, it trades at a low-teen discount. The changes are designed to make SLPE more attractive to investors...
- Matthew Read
Dividend doubled to 4.0%
Standard Life Private Equity Trust (SLPE), formerly Standard Life European Private Equity, is implementing a package of measures to refine its strategy that includes a significantly higher dividend, the removal of size and geographic restrictions, increasing flexibility in cash management and a simplified management fee structure. SLPE has provided strong absolute returns in recent years but, despite discount contraction during the last year, it trades at a low-teen discount. The changes are des...
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