Patria Private Equity Trust (formerly abrdn Private Equity Opportunities Trust : APEO, Standard Life Private Equity : SLPE and before that Standard Life European Private Equity : SEP) aims to achieve long-term total returns (total returns are adjusted to include the reinvestment of dividends) through a diversified portfolio of private equity funds, the majority of which will have a European focus.
We have written a number of notes on the fund that explain how it works,
- “On the way to greener pastures“, published on 10 April 2024
- “Unrecognised success“, published on 8 September 2023
- “Laying the foundations for future returns“, published on 8 September 2022
- “Proving its mettle“, published in September 2021
- “Share price out of sync“, published in July 2020
- “Now with co-investments”, published in May 2019, looks at SLPE’s first co investment with IK investment partners, a recent change to the investment policy
- “Putting capital to work”, published in July 2018, notes how SLPE’s compelling returns from the previous year has laid the ground work for further investment in the fund’s future
- “A good year; more to come?”, published in December 2017, talks about how SLPE posted decent returns, on top of multiple factors improving sentiment towards the private equity sector
- “Loading the portfolio”, published in July 2017, highlights an improving outlook on Europe with fear of market disruption over the next few years which could lead to increased volatility
- “Dividend doubled to 4%”, published in February 2017, looks at SLPE’s newly refined plan that includes measures like increasing the dividend and loosening restrictions
- “Reinvestment phase underway”, published in September 2016, notes how markets are becoming volatile, SLEP’s management looks to shift from a realisation phase to an investment phase
- “Sitting in a sweet spot”, published in May 2016, looks at SLPE’s discount margin and its position within the global private equity market which could benefit their share price
You can access the company’s website here