LPE sector performance report February 2018
LPE has performed well over the last year. In the year to 9 February 2018, the LPX returned 16% compared to 8% for the MSCI Europe index.
Investors in European-listed private equity (LPE) have been presented with two sources of uncertainty recently: disclosures in the new key information documents (KIDs) required under MiFID II and increased market volatility. In the 12 months to 9 February 2018, however, the LPX Europe Total Price Return Index (LPX) of major UK and European LPE companies returned 16% compared to 8% for the MSCI Europe index. Over the same period, the LPX total NAV return was even higher at 18%. Over 10 years the LPX returned 119% compared to 93% for MSCI Europe. Thus, LPE has continued to deliver impressive net-of-fee returns for investors.
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LPE has continued to deliver impressive net-of-fee returns for investors.
|
Price performance £ |
One year | Three years | Five years | Ten years |
| LPX Europe | 15.5% | 67.9% | 120.3% | 118.9% |
| MSCI Europe | 8.4% | 29.8% | 57% | 93.4% |
| FTSE All-share | 2.5% | 18.2% | 41.4% | 89.4% |
Source Bloomberg, Edison Investment Research
