HgCapital Trust plc (5AC)

Profile

https://www.hgcapitaltrust.com

HgCapital Trust plc is a closed-ended investment company providing investors with access to a diversified portfolio of high-growth private equity investments, primarily in software and services companies. Managed by Hg, an experienced private equity firm, it invests directly or alongside private funds such as HGT Saturn 3 LP and HGT Genesis 9 LP, focusing on businesses where value can be created through organic growth, operational improvements, margin expansion, reorganization, or acquisitions to achieve scale. The trust holds over 35 companies varying in size and maturity, fostering a network effect for knowledge-sharing and best practices across the portfolio. With total assets exceeding £2.5 billion and a market capitalization around £1.8 billion, it offers semi-annual dividends yielding approximately 1.21% and quarterly net asset value reporting. Launched in 1989 and domiciled in the United Kingdom, HgCapital Trust plc plays a significant role in the private equity sector by delivering liquid exposure to illiquid assets, diversified by end-market and geography, while benchmarking against the FTSE All Share TR GBP index.