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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