Disclosure – Non-Independent Marketing Communication
This is a non-independent marketing communication commissioned by NB Private Equity Partners. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.
For many private investors in the UK, it may be worth considering an allocation to private equity. Private equity backed companies typically represent a very different set of companies to those listed on the London Stock Exchange. With investment trusts, private investors can access these opportunities with daily liquidity.
The AIC’s Listed Private Equity sector currently constitutes around 15 trusts, many of which have demonstrated strong returns over multiple cycles on a NAV basis. These trusts invest in private companies - either directly or through private equity funds run by other managers. Each has its advantages and disadvantages, but NB Private Equity Partners (NBPE) bridges both approaches. Uniquely among funds available to individual UK investors, it invests directly into companies alongside a variety of other private equity managers through ‘co-investing’.
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