How can retail investors trust private equity valuations?

This episode addresses concerns some investors have over the valuations of assets held in private equity investment trusts.

21st November 2024 09:00

by the interactive investor team from interactive investor

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Over the long term, some private equity investment trusts have delivered a strong performance, but in the short term it's been more challenging owing to interest rate rises. This has led to some uncertainty over the underlying valuations of assets held in private equity trusts. To address the concerns that some investors have, Kyle speaks to Steven Tredget of Oakley Capital Investments Ord (LSE:OCI), a private equity investment trust.

The performance figures cited were the latest available at the time the interview took place last month.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit https://www.ii.co.uk/stock-market-news.

Kyle Caldwell is funds and investment education editor at interactive investor.

These articles are provided for information purposes only.  Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties.  The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.

Full performance can be found on the company or index summary page on the interactive investor website. Simply click on the company's or index name highlighted in the article.

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