Overview
Aberdeen Private Equity aims to generate long-term capital gains through investment in a diversified portfolio of private equity funds. The manager tries to select fund managers which it believes will, over time, produce superior risk-adjusted returns in their chosen investment strategy and which can demonstrate significant competitive advantages compared with other funds in their peer group. The focus is on the individual merits of investments, but the industry and economic environment in which that manager is operating is also taken into consideration.
You can access the company’s website by clicking here.
Research History
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18 Jul 2018 2 min read
Quarterly Investment Companies Roundup – Second Quarter 2018
QUARTERLY INVESTMENT COMPANIES ROUNDUP – SECOND QUARTER 2018 Global equities markets rose in the second quarter of 2018, Markets were volatile, as positive economic data and encouraging company performances played off against geopolitical concerns. Yields from bond markets rose early in the quarter but fell back as investors turned to ‘safer’ investments. The threat of […]
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11 May 2018 1 min read
QuotedData’s investment companies roundup – May 2018
QuotedData investment companies roundup – May 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of April 2018. Kindly sponsored by Baillie Gifford. India Capital Growth has experience a rebound in performance in the past month, as […]
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18 Apr 2018 1 min read
QuotedData’s investment companies roundup – April 2018
QuotedData investment companies roundup – April 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of March 2018. Kindly sponsored by Baillie Gifford. Stock markets have suffered their first meaningful fall for nearly two years. At the quarter end, […]
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18 Jan 2018 1 min read
QuotedData – 2017 review of the year
QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside: US markets hit new highs despite three interest rate rises. Perceived low/no growth areas such as Europe and Japan burst into life. Asia’s technology stocks surged. India’s […]
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10 Jan 2018 2 min read
QuotedData investment companies roundup – January 2018
QuotedData investment companies roundup – January 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of December 2017. Kindly sponsored by Baillie Gifford. January Investment Companies Roundup Winners and losers in December Infrastructure India’s share price […]
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03 Aug 2017 1 min read
QuotedData investment companies roundup – August 2017
QuotedData investment companies roundup – August 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of July 2017. Kindly sponsored by Baillie Gifford. August Investment Companies Roundup Monthly NAV/Price moves: A couple of themes stand out […]
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12 Jul 2017 2 min read
QuotedData’s economic round up – July 2017
QuotedData’s economic round up – July 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
News
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24 Apr 2019 1 min read
Alex Barr joins Henderson Alternative team
Alex Barr joins Henderson Alternative team – Alex Barr will work as senior manager on Henderson Alternative Strategies Trust, alongside James de Bunsen and Peter Webster. Janus Henderson Investors has appointed Alex Barr to join its UK Multi-Asset and Alternatives team in London and he will be starting in July 2019. Alex will be co-manager on […]
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19 Jan 2018 1 min read
Investment Trust Insider trusts that didn’t escape me last year
Investment Trust Insider – trusts that didn’t escape me last year. As 2018 gets underway, I thought that it might be worth revisiting some of the funds that I wrote about in 2017. At the start of the year I hailed the changes that Standard Life Private Equity (SLPE) was implementing to broaden its investment proposition and noted the increasing […]
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18 Dec 2017 2 min read
Aberdeen Private Equity bites the dust
Aberdeen Private Equity bites the dust – Following consultation with Aberdeen Private Equity’s largest shareholders and an extensive process to identify potential purchasers, the board has announced that the company has entered into a sale and purchase agreement (the “SPA”) to sell its entire investment portfolio at a modest premium to its 31 October 2017 […]
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27 Jun 2017 2 min read
Dollar and exits power 17.5% return for Aberdeen Private Equity
Dollar and exits power 17.5% return for Aberdeen Private Equity – Aberdeen Private Equity says that for the financial year ended 31 March 2017, its NAV rose by 14.2% to 152.24p. Inclusive of the two dividends, 2.2p and 2.0p (total 4.2 pence) paid respectively in September 2016 and March 2017, shareholders received a sterling NAV […]
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09 Dec 2016 1 min read
Aberdeen Private Equity implements new dividend policy
Aberdeen Private Equity’s results for the six months ended 30 September 2016 show its NAV rose by 9.7% to 146.3p. Inclusive of the 2.2p dividend paid in September 2016, shareholders received a total return of 11.5%. At the September 2016 Annual General Meeting they announced that, in the absence of unforeseen circumstances, they would expect […]
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30 Sep 2016 1 min read
Ben Ritchie takes on manager role at Dunedin Income & Growth
Following disappointing performance in the previous financial year, the Board of Dunedin Income & Growth were pleased to report an improvement during the six month period ended 31 July 2016, with strong absolute and relative returns. The Company’s net asset value increased by 15.6% on a total return basis, comparing favourably with a total return […]
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12 Jul 2016 3 min read
Aberdeen Private Equity performance driven by underlying investments and currency movements
Aberdeen Private Equity has announced its annual results for the year ended 31 March 2016. During the year the fund’s NAV per share increased by 4.6% to 133.33p and, including the 2.2p dividend paid in September 2015, shareholders received a NAV total return of 6.6% (2015: 18.2%). The company says that NAV performance was driven […]
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04 Apr 2016 1 min read
Aberdeen Private Equity gets new bank facility
The Board of Aberdeen Private Equity Fund Limited has announced that it has signed a supplemental agreement to amend the terms of its existing secured £15m multi-currency revolving credit facility with Lloyds Bank plc to a secured £40m four year multi-currency revolving credit facility. The facility will be available for general corporate and working capital purposes in accordance […]
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26 Nov 2015 3 min read
Aberdeen Private Equity returns weakened by strong US exposure
Aberdeen Private Equity Fund, managed by Alexander Barr (pictured), has announced its interim results for the six-months ended 30 September 2015 during which the company’s NAV per share fell by 1.6% to 125.37p although, including the 2.2p dividend paid in September 2015, the Sterling NAV total return to shareholders was +0.2%. The company says that positive performance […]
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01 Jul 2015 2 min read
Aberdeen Private Equity reforms performance fee
Aberdeen Private Equity has published results for the year ended 31 March 2015 that show it generating a return on net assets of 18.2% and a share price return of 15.5%. A dividend (roughly 10% of distributions received by the fund) is payable, this worked out at 2.2p for the period – 10% up on […]
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24 Nov 2014 1 min read
Aberdeen Private Equity benefits from internet exposure
APEF : Aberdeen Private Equity benefits from internet exposure Aberdeen Private Equity Fund’s net asset value rose by 4.6p or 4.2% over the six months that ended 30 September 2014. Taken with the interim dividend of 2p, the total return on net assets was 6.1%. The strengthening US dollar contributed about 0.7p to this. A couple […]
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24 Jun 2014 1 min read
Aberdeen Private Equity : APEF – annual results
The year to 31 March 2014 saw Aberdeen Private Equity’s net asset value little changed – generating a negative net asset value return of 0.2%. The share price total return though was -10.0%. Good performance from Thoma Bravo IX – as it exited Roadnet (vehicle routing and scheduling software) and Entrust (a digital security business); Northzone VI – on continuing progress at […]
