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Going private: Why should investors consider adding private equity to portfolios?
ICG Enterprise Trust busts some key myths surrounding 'risky' private equity...
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Kepler Trust Intelligence
Last update 18 June 2019
There is a belief among retail investors that private equity investing is inherently a risky business, involving early stage companies, and therefore not suitable for many investors.
However, for an investor who is looking for returns that outperform the wider market, an allocation to private equity, with its active ownership model, should be a core part of a portfolio. The illiquid nature of the asset class has meant that it has long been the preserve of the larger endowments and pension funds, which typically allocate anywhere between 5 – 20% to the asset class. For the retail investor, the listed private equity sector provides access to the significant returns generated by private equity, with the added benefit of liquidity, for the cost of a share.
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