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The secrets behind 12% annualised growth from private equity 

interactive investor
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Pantheon International manager Helen Steers sits downs with ii's Sam Benstead to discuss the advantages of owning private equity for retail investors.
She explains how an investment trust democratises access to private companies, and why their preference for mature but fast-growing businesses has led to 12% annualised net asset value growth and 11% share price growth since 1987.
Steers also discusses some of the largest companies in the portfolio, such as Dutch discounter Action.
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26 май 2024

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Комментарии : 7   
@rogerhart8648
@rogerhart8648 Месяц назад
so it is much more volatile than the MSCI world over a 5 year period whilst also significantly underperforming it. Concentrates risk in fewer (unlisted, less established) companies in a single region. Plus fees for a MSCI world fund are probably 0.1-0.15% and Panteon would be 1.5%... or am I missing something?
@stevecaplan7029
@stevecaplan7029 Месяц назад
Woodford??? Problem was private equity liquidity was it not?
@blackcountrysmoggie
@blackcountrysmoggie Месяц назад
All I heard was 30% discount. Where's that AJ Bell dealing number again...
@daviddawson9099
@daviddawson9099 Месяц назад
great interview interesting.
@samandchar2004
@samandchar2004 Месяц назад
S+P? I presume you mean 500, so that’s all one country, the previous comment RE MSCI world more relevant. Neither has any private equity though so something like this is about diversification, and should only be a small part of a diversified portfolio, with the majority being in a simple tracker/s.
@jaffarz
@jaffarz Месяц назад
S&P has returned 11% in the last 10 years. Not exactly an outperformance here
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