abrdn Private Equity Opportunities Trust interview with Edison
In this interview, Alan Gauld delves deeper into the main drivers of APEO’s recent resilient performance.
Making private equity opportunities more widely available
Partnering with a select group of private equity managers to provide a diversified portfolio of funds and co-investments
Consistent long term strategy focused on the European market that has delivered strong returns since the Trust’s inception in 2001
This is delivered through the investment objective, which is to achieve long-term total returns through holding a diversified portfolio of private equity funds and co-investments, a majority of which will have a European focus.
As managers of the Trust, we do this by investing in private equity funds and co-investments run by some of the leading private equity managers who have the expertise to source, grow and sell private companies, seeking to deliver attractive investment returns. The funds invest in mature businesses primarily through management buy-out transactions. The portfolio comprises around 50 active private equity funds, managed by a select group of fund managers, with an underlying portfolio of over 600 private companies.
The Trust's investment objective is to achieve long-term total returns for its shareholders from both capital gain and dividends. The Trust currently offers a progressive dividend, rewarding shareholders for their patience as the portfolio value grows. The abrdn Private Equity Opportunities Trust plc is listed on the London Stock Exchange, so you can access our private equity strategy simply by buying shares.
Remember, that as with buying shares in any company, the value of shares in the Trust is not guaranteed and can go down as well up. You may get back less than you invested.
*This is third-party research. You will leave abrdn Private Equity Opportunities Trust website and enter Edison Group to view.
**This is third-party research. You will leave abrdn Private Equity Opportunities Trust’s website and enter Quoted Data’s to view.