- What is the HgCapital Trust PLC/Fund?
-
The HgCapital Trust PLC/Fund is a actively managed fund in the Global Private Equity asset class, managed by Hg. Global diversified private equities with a focus on technology and services buyout. Direct co-investments into other Hg private funds. Active strategy.
- What is the HgCapital Trust PLC/Fund's FairHorizon classification?
-
Das Family Office classifies this fund as FairHorizon Red, meaning it is suitable for investors with a 15+ years investment horizon. long-horizon, high-conviction equity allocation
- What is the total expense ratio (TER) of the HgCapital Trust PLC/Fund?
-
The HgCapital Trust PLC/Fund has a total expense ratio of 1.63% per annum. The maximum recommended portfolio share is 15%.
- What is the ISIN of the HgCapital Trust PLC/Fund?
-
The ISIN of the HgCapital Trust PLC/Fund share class tracked by Das Family Office is GB00BJ0LT190.
- What are the historical returns of the HgCapital Trust PLC/Fund?
-
As of the most recent month-end, the HgCapital Trust PLC/Fund has delivered 3-year annualised total return of 3.78%, 5-year annualised total return of 3.60%, 10-year annualised total return of 14.46%. Past performance is not indicative of future results.
- Is the HgCapital Trust PLC/Fund accumulating or distributing?
-
The tracked share class (—) is Distribution policy not specified for this share class.
- When was the HgCapital Trust PLC/Fund launched?
-
The HgCapital Trust PLC/Fund was incepted on 1991-03-25.