HgCapital Trust PLC Investment Overview

HgCapital Trust PLC is a UK-based investment trust that focuses on private equity investments. It was established in 2007.

The trust has a long-term investment approach, aiming to provide investors with a stable and growing income stream. This is achieved through a diversified portfolio of private equity investments in Europe.

HgCapital Trust PLC has a strong track record of delivering returns to its investors, with a performance that has consistently beaten the benchmark over the years. Its investment strategy has been successful in identifying opportunities that have generated strong returns.

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At HgCapital Trust, the investment strategy is centered around providing consistent long-term returns in excess of the FTSE All-Share Index. This is achieved by investing predominantly in unquoted companies.

These companies are chosen for their potential to create value through strategic and operational change. This can lead to significant growth and returns for investors.

The focus is on software and service businesses located throughout Europe and North America. This is where HGT sees the most potential for growth and returns.

HgCapital Trust provides exposure to a fast-growing network of unquoted investments, giving investors access to a diverse range of opportunities.

The Performance Metrics of hgcapital trust are worth taking a closer look at.

The estimated NAV (Net Asset Value) is 521.20, which gives you an idea of the fund's current value.

As of 30 September 2024, the latest actual NAV is 519.30, which is a slight decrease from the estimated value.

This indicates that the fund's value may have fluctuated over time.

Here are some key performance metrics to consider:

Remember, past performance is not a guide to future performance, so it's essential to keep this in mind when reviewing the fund's performance metrics.

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Let's take a closer look at the key statistics that give us a snapshot of the company's performance.

The company has a significant number of shares outstanding, with 457.73 million shares in circulation.

The market capitalization of the company is a substantial 2.38 billion GBP.

The total assets of the company are valued at 2.49 billion GBP.

The total expense ratio is a relatively low 1.69%, indicating that the company is managing its expenses efficiently.

The trading range of the company's shares has been between 517.00 and 526.00 in recent times.

Here are the key statistics summarized in a table:

The Net Asset Value, or NAV, is a key metric for evaluating the performance of your investments. It's calculated by subtracting liabilities from the total value of assets.

You can see the estimated and latest actual NAV values in the table below, which shows the value of your investments at a specific point in time.

The 12-month average premium/discount is also an important metric to consider, as it shows the average difference between the estimated and actual NAV values over the past year. In this case, the 12-month average premium/discount is -4.45%.

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The HGCapital Trust is a closed-ended investment trust that focuses on private equity investments, with a portfolio of 15 companies across various sectors.

HGCapital Trust has a diversified portfolio, with investments in sectors such as consumer, industrials, and services.

The trust's largest holding is in the consumer sector, with a significant stake in a well-known food company.

HGCapital Trust has a strong track record of delivering returns to its investors, with a compound annual growth rate of 12.7% over the past 10 years.

The trust's investment strategy is focused on supporting the growth of its portfolio companies, with a emphasis on long-term value creation.

HGCapital Trust has a team of experienced investment professionals who work closely with the portfolio companies to identify areas for improvement and growth.

The trust's portfolio companies have a strong track record of innovation and have developed new products and services that have helped to drive growth.

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