BMO Private Equity Trust PLC

Announcement from BMO Asset Management

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Hamish Mair

Managing Director, Head of Private Equity, Private Equity

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Unlocking private equity for over 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.

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.

Dividend policy

The Company aims to pay quarterly dividends with an annual yield equivalent to not less than four per cent of the average of the published NAV per Ordinary Share as at the end of each of its last four financial quarters prior to the announcement of the relevant quarterly dividend and not less than the prior quarter’s dividend.

BMO Private Equity Trust PLC AGM 2021

The Annual General Meeting (“AGM”) BMO Private Equity Trust PLC (“BPET”) was held at 12:00 on 27 May 2021. Due to current gathering restrictions and social distancing measures, Shareholders were not permitted to attend this year’s AGM physically. Instead, at the date and time of the AGM, Lead Manager Hamish Mair presented an update which you can view below. You can also find the investor presentation and results of the AGM here.

Invest with BMO

BMO offer a range of cost-effective savings plans designed to make it easy for you to invest in our range of funds.

Starting from £25 per month or a lump sum of £100, with the flexibility to start and stop contributions whenever you want.

There are no dealing charges on investments made online or through a monthly direct debit.

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You can invest through your usual financial adviser, or through a wide range of companies.

     

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