Global diversified private equities with a focus on technology and services buyout. Direct co-investments into other Hg private funds. Active strategy.
Data as of
Hg is a London-based private equity firm specialising in technology and services buyouts in Europe and US. Previously the private equity arm of Mercury Asset Management that was acquired by Merrill Lynch, Hg went independent in 2000 and became a private wholly owned firm by its partners and employees. Hg has >US$110bn of AUM.
The HgCapital Trust is a FTSE 250 closed-ended investment trust listed on the London Stock Exchange. The trust aims to provide consistent long-term returns in excess of the FTSE All-Share Index by investing predominantly in unquoted companies where value can be created through strategic and operational change. The trust is Hg’s largest investor and provides investors with listed access to Hg’s private funds and direct co-investment, resulting in a diversified global portfolio of >60 investments across geography, sectors, and vintage.
Price Performance – Maximum Period
Investment-Time-Horizon in years
HgCapital Trust PLC/Fund
This listed trust represents an active approach for exposure to technology and services buyout opportunities through investing in Hg’s private funds and direct co-investment.
SPDR MSCI All Country World UCITS ETF
Dimensional Funds PLC - World Equity Fund
The Dimensional World Equity Fund is our FAIRHORIZON Red reference benchmark solution that has primarily global developed equities for long-term global equity-like returns and volatility.
This listed trust represents an active approach for exposure to technology and services buyout opportunities through investing in Hg’s private funds and direct co-investment.
Hg is a leading investor specialising in technology and services buyouts in US and Europe, with over 30 years of track record.
The trust is listed and traded on London Stock Exchange.
Sectors
Geography