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PEIT performance
 
Sector Performance
Performance Premium/Discount History Risk-Return
     

How have PEITs performed over time?
(periods ending 31 October 2008)

 

1 yr
%

3 yrs
%

5 yrs
%

10 yrs
%

15 yrs
%

PEIT Sector Average Share Price

-48.5 -27.3 26.0 87.7 325.1

PEIT Sector Average NAV

5.6 56.5 127.9 193.1 603.7

FTSE All Share Index

-34.4 -9.3 21.3 18.0 128.0

MCSI World Index

-25.2 -6.9 14.4 11.9 83.4

Prepared by the AIC using Fundamental Data and Standard & Poors

All PEIT data is size weighted and excludes 3i but includes all other PEITs in the sector at that time period.

NAV data contains estimated data. Figures are % growth (total return).

 

10 year performance graph
 

FundData IT Private Equity ex 3i Description

Larger graph

Values are based on percentage growth of £100 investment with income reinvested (total return) for all indices. NAV data contains estimated data.

© Fundamental Data Limited [2008] – ALL RIGHTS RESERVED – property of Fundamental Data Limited

The data and contents of this page are covered by the iPEIT Important Information & Terms of Use.

Past performance is not a guide to future performance. Stockmarkets and currency movements may cause the value of investments and the income from them to fall as well as rise and investors may not get back the amount originally invested.

   
 
PEITs:
investment in private equity for the price of a share
 
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