Investment Trusts

CT Private Equity Trust PLC

CTPE:LSE

CT Private Equity Trust PLC

  • Price (GBX)555.00
  • Today's Change-9.00 / -1.60%
  • Shares traded47.94k
  • 1 Year change9.68%
  • Beta1.2245
Data delayed at least 20 minutes, as of Feb 06 2026 16:14 GMT.
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Profile data is unavailable for this security.

About the company

CT Private Equity Trust PLC is an investment trust. The Company’s investment objective is to achieve long-term capital growth through investment in private equity assets, while providing shareholders with a predictable and above average level of dividend funded from a combination of the Company’s revenue and realized capital profits. The Company makes private equity investments by taking stakes in private equity focused limited partnerships, direct private equity investments, investment companies and investment trusts. The private equity funds in which the Company invests comprise buy-out funds, venture capital funds and mezzanine funds. The Company may also purchase secondary private equity fund interests (that is, portfolios of investments in existing private equity funds). It also make direct private equity investments, mainly through co-investment with the funds in which the Company is invested. The Company's investment manager is Columbia Threadneedle Investment Business Limited.

  • Revenue in GBP (TTM)43.90m
  • Net income in GBP30.67m
  • Incorporated1997
  • Employees0.00
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Profile

Management group(s)BMO Investment Business Ltd
AIC sectorPrivate Equity
ISINGB0030738271
Launch date22 Mar 1999
Share typeOrdinary Share
StructureInvestment Trust
Base currencyGBP

Objective

To achieve long-term capital growth through investment in private equity assets, whilst providing shareholders with a predictable and above average level of dividend funded from a combination of the company's revenue and realised capital profits.

Managed by

Andrew Carnwath

Management & contract fees

Management fee 0.9% p.a. of the relevant assets. Performance fee equal to 7.5% of the annualised increase in the NAV per Ords over that period multiplied by the time-weighted average number of Ords in issue during that period.

Peer analysis

CompanyRevenue (TTM)Net income (TTM)Market capEmployeesMarket Cap /
Employees
Dunedin Income Growth Investmnt Trst PLC14.02m8.75m362.69m0.00362.69m0.00
Pensionbee Group PLC36.69m-4.52m383.03m193.00383.03m193.00
Polar Capital Global Fincls Trust PLC110.56m99.29m383.17m0.00383.17m0.00
Schroder Japan Trust PLC25.27m20.97m389.31m0.00389.31m0.00
Lowland Investment Company PLC63.26m58.56m390.45m0.00390.45m0.00
AVI Japan Opportunity Trust PLC52.30m48.69m394.07m0.00394.07m0.00
CT Private Equity Trust PLC43.90m30.67m396.84m0.00396.84m0.00
Aberdeen Asian Income Fund Ltd24.04m17.05m397.62m0.00397.62m0.00
Fidelity Asian Values PLC51.82m43.37m400.54m0.00400.54m0.00
Polar Capital Global Healthcare Trst PLC-23.48m-28.05m407.70m0.00407.70m0.00
European Opportunities Trust PLC-17.15m-27.92m410.60m0.00410.60m0.00
Gresham House Energy Storage Fund PLC-489.29k-8.27m412.57m24.00412.57m24.00
Invesco Bond Income Plus Ltd31.85m26.68m423.13m0.00423.13m0.00
Ashoka India Equity Investment Trust PLC28.01m-1.05m425.83m0.00425.83m0.00
Mortgage Advice Bureau (Holdings) PLC290.80m19.02m425.88m936.00425.88m936.00
Tatton Asset Management PLC49.34m17.00m434.02m113.00434.02m113.00
Data as of Feb 06 2026. Currency figures normalised to CT Private Equity Trust PLC's reporting currency: UK Pound GBX
Data Provided by LSEG
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