In a stock exchange notice today (17 March), the board said that while its net asset value had increased 13.4% since its IPO in 2020, the board and investment manager felt that the private equity portfolio offered “a better opportunity set in the current environment”.
Gravis’ Matthew Norris: Why private equity is snapping up REITs for a bargain
The trust currently invests in a split of public and private UK equities and according to the RNS notice, 70% of the trust is currently invested in PE, 23.5% in listed stocks and the rest in cash.
Indeed the latest interim report for 2024 sh…
Schroder British Opportunities trust abandons UK-listed focus in favour of private equity only mandate
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