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About the company
3i Group PLC is a United Kingdom-based investment company, which is specialized in private equity and infrastructure. It invests in mid-market companies. Its private equity business includes investment and asset management to generate capital returns, and is focused on consumer, healthcare, industrial technology, and business and technology services. Its infrastructure business invests in a range of economic infrastructure businesses and operational projects in Europe and North America, in sectors such as utilities, transport/logistics, communications, natural resources/energy, social infrastructure, and healthcare.
- Revenue in GBP (TTM)4.30bn
- Net income in GBP4.21bn
- Incorporated1973
- Employees244.00
- Location3i Group Plc16 Palace StreetLONDON SW1E 5JDUnited KingdomGBR
- Phone+44 20 7975 3131Fax+44 20 7975 3232
- Websitehttps://www.3i.com/
Profile
| Management group(s) | 3i Asset Management Ltd |
|---|---|
| AIC sector | Private Equity |
| ISIN | GB00B1YW4409 |
| Launch date | 01 Apr 1945 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
3i is an investment company which aims to provide its shareholders with quoted access to private equity and infrastructure returns. Currently, its main focus is on making quoted and unquoted equity and/ or debt investments in businesses and funds in Europe, Asia and the Americas.
Managed by
| Simon Borrows |
|---|
Management & contract fees
Management fee of between 1.2% and 1.4% on a tiered basis. Performance fee of 20% of returns above a hurdle of 8% of the growth in NAV per share with a deferral and clawback mechanism in the event of subsequent performance below the hurdle.
Peer analysis
| Company | Revenue (TTM) | Net income (TTM) |
|---|---|---|
| Pershing Square Holdings Ltd | 2.27bn | 1.73bn |
| Groep Brussel Lambert NV | 5.58bn | 43.34m |
| HAL Trust | 10.47bn | 800.41m |
| Koc Holding AS | 54.57bn | -76.84m |
| Industrivarden AB | 2.28bn | 2.25bn |
| Investment AB Latour | 1.82bn | 438.48m |
| Scottish Mortgage Investment Trust PLC | 2.06bn | 1.96bn |
| Amundi SA | 3.76bn | 1.01bn |
| Legal & General Group Plc | 44.45bn | 26.00m |
| CVC Capital Partners PLC | 1.22bn | 393.12m |
| EQT AB | 1.92bn | 341.51m |
| Partners Group Holding AG | 1.56bn | 858.36m |
| 3i Group plc | 4.30bn | 4.21bn |
Institutional shareholders
| Holder | Shares | % Held |
|---|---|---|
| BlackRock Investment Management (UK) Ltd.as of 18 Apr 2024 | 69.99m | 7.19% |
| Artemis Investment Management LLPas of 20 Apr 2023 | 48.12m | 4.94% |
| WCM Investment Management LLCas of 19 Jul 2024 | 46.17m | 4.74% |
| Capital International Ltd.as of 21 Jun 2024 | 37.55m | 3.86% |
| Fidelity Management & Research Co. LLCas of 18 Apr 2024 | 33.88m | 3.48% |
| The Vanguard Group, Inc.as of 18 Apr 2024 | 33.63m | 3.46% |
| Legal & General Investment Management Ltd.as of 20 Apr 2023 | 30.22m | 3.11% |
| JPMorgan Asset Management (UK) Ltd.as of 18 Apr 2024 | 24.33m | 2.50% |
| Norges Bank Investment Managementas of 01 Nov 2024 | 21.67m | 2.23% |
| BlackRock Advisors (UK) Ltd.as of 26 Jun 2024 | 17.63m | 1.81% |
