F & C Investments

F&C Private Equity Trust

  • Private equity: a long-term growth story

  • How to Invest

    Open an F&C Savings Plan

    Call: 0800 136 420

    Invest online now

    Or contact your usual investment broker

  • Objective and Policy

  • Harnessing potential by direct and indirect investments

    The Trust’s investment objective is to achieve long-term capital growth through investment in private equity assets, whilst providing shareholders with a predictable and above average level of dividend funded from a combination of the Trust's revenue and realised capital profits.

    The Trust has the ability to make private equity investments by taking stakes in private equity focused limited partnerships, offshore funds and investment companies. In addition to investing in newly formed private equity funds, the Trust may also purchase secondary private equity fund interests (that is, portfolios of investments in existing private equity funds). The Trust may also make direct private equity investments, mainly through co-investment in specific companies.

    The private equity funds in which the Trust invests comprise buy-out funds, venture capital funds and mezzanine funds. Both the funds and the direct investments are selected in order to create an underlying portfolio which is well diversified by geography, sector, size of company, stage of development, transaction type and management style.

    Diversified opportunities

    In the right hands, a company with an innovative product, the right strategy and a strong brand can significantly grow its business and profitability. Such companies, however, often lie outside of listed markets and are therefore beyond the reach of individual investors.  F&C Private Equity Trust offers access to this potent ‘unlisted’ growth potential via specialist proprietary and third party private equity funds and direct investments in companies. F&C’s Private Equity Team has proven expertise in private equity manager selection and direct investment. This expertise, together with a robust approach to investment and an emphasis on quality opportunities, provides scope for long-term capital growth.

    Risks

    Private equity is a more specialist asset class and carries an increased level of risk compared to investing in cash. The principal risks over and above cash investing include:

    • Investment and strategic, external, regulatory, operational, financial and funding risks.
    • Gearing can magnify the negative impact on performance if the market falls.
    • Changes in rates of exchange may have an adverse effect on the value, price or income of investments.
    • Third party private equity funds may restrict or suspend redemptions or repayment to investors.
  • Hamish Mair

    Hamish Mair

    Director and Head of Private Equity


  • Related Video

    F&C Private Equity Trust Fund Manager Video

    Citywire Wealth Manager interviews Hamish Mair, Fund Manager, F&C Private Equity Trust (12 Sep 2016). For the full interview, visit the Citywire Wealth Manager website

Past performance is not a guide to future results. The value of investments can go down as well as up.

The shares of the Company are listed on the London Stock Exchange. Information in this section of the website concerning the Company is directed solely at persons who are located in the UK. Nothing on this website is, or is intended to be, an offer, advice, or an invitation, to buy or sell any investments. Potential investors must read our full terms and conditions before proceeding further with any investment product referred to on this website. The information on this website may not be suitable for everyone, and retail investors unsure whether an investment product referenced on this website will meet their individual needs should seek advice before proceeding further with such product.

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