Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi Team, Thank You for providing such a great service for members. Joining has been one of the best decisions I have made. Acknowledging general advice only, do you have an opinion if PE1 represents a good addition to a portfolio to provide some access to private equity and further diversification? Do you have any interest in this stock? Would warmly welcome any thoughts. Kind Regards Phil
Hi Phil,
We haven’t held PE1 in the past however we did look at this at their original listing. Alternative assets that include private equity is a growing area, and we think a great diversifier for portfolios. Often, a balanced portfolio can have 10-15% in alternative assets, while well know investment managers like the Yale Endowment fund have substantially more. Generally good private equity is hard to access for retail investment and the PE1 does a good job of solving this issue. Performance is fine at 14% pa since inception, although a more direct approach will get better outcomes from experience, however there are hurdles around size of investment to access this. All in solid, PE1 is solid.
Take a free trial.
No payment details required.
Forgot password? Request a One Time Password or reset your password
One Time Password
Check your email for an email from [email protected]
Subject: Your OTP for Account Access
This email will have a code you can use as your One Time Password for instant access
A link to create a new password will be sent to the email address you have registered to your account.
Hi, this is only available to members. Join today and access the latest views on the latest developments from a professional money manager.
Our Smart Phone App will give you access to much of our content and notifications. Download for free today.
