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Unlocking private equity for two decades

Since its launch in 1999, the BMO Private Equity Trust PLC (“the Company”) has been offering access to the potential benefits of investment in unlisted companies – an opportunity set that typically lies beyond the reach of individual investors. An established and experienced team, with a continually expanding network, has successfully focused and continues to focus their efforts on building an appropriately diversified portfolio of high quality assets for the Company’s shareholders. The Company’s portfolio is comprised of private equity funds and stakes in individual private businesses, which have been carefully selected with a view to generating capital growth over the medium to long term as well as a predictable and attractive dividend for current and future shareholders now and in the decades to come. 

We invest in a diverse spread of private equity investments principally through exposure to specialist private equity funds and co-investments in individual companies. In particular we seek to identify private equity managers with a proven ability to make excellent absolute returns over the medium to long term. We also aim to provide shareholders with a predictable and above-average dividend funded from a combination of revenue and realised capital profits.