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A Gateway to an Expanding Equities Universe

Private equity (PE) has established itself as an important asset class for institutional investors globally (to which they often allocate c 5–15% of their portfolios), as it provides access to actively managed, attractive companies not accessible through public markets. Investors can gain exposure to private equity by investing in a number of listed entities that invest in private companies globally. Edison Group calculates that these companies delivered a compelling weighted average net asset value (NAV) per share total return of close to 15% pa over the 10 years to end-2021 in sterling terms and are trading at wider than usual discounts to NAV.

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