Is Private Equity the Perfect Investment for Your SIPP?

Investing in private equity can be complex, with investment trusts the best way to gain exposure

David Brenchley 13 April, 2018 | 8:13AM

Uber taxi, Uber logo, private equity, investment trust, fund of fund

The start of the new tax year brings new ISA and SIPP allowances for investors to play with, with big rewards for being an early bird borne out by the figures.

For those with their core exposures already invested, there are myriad options to add diversification to their portfolio. One of these could be private equity. It’s “a pretty perfect asset for SIPPs and ISAs”, according to Andrew Lebus, manager of private equity investment trust Pantheon International (PIN).

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Alphabet Inc A1,539.01 USD1.34
Amazon.com Inc3,200.00 USD0.55
F&C Investment Trust Ord688.00 GBX1.47
HarbourVest Global Priv Equity Ord1,610.00 GBX1.26
Henderson Alternative Strategies Trust284.00 GBX0.00
Pantheon International Ord PLC2,150.00 GBX2.38
RIT Capital Partners Ord1,810.00 GBX1.12
Scottish Mortgage Ord911.00 GBX1.22
Spotify Technology SA278.24 USD1.26
Woodford Patient Capital Trust24.50 GBX-2.00

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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