The Schiehallion Fund was given a low-key launch by Baillie Gifford in March 2019 as it was designed primarily for institutional investors. After a recent $700m fundraising, it’s now become one of Baillie Gifford’s largest investment trusts.
Putting some money into HgCapital Trust back in 2010 was one of my better investment decisions of recent years. It’s consistently been one of the top-performing private equity trusts since it launched.
Caledonia, the £2bn investment trust run by the Cayzer family, has been on a bit of a buying spree recently. Its latest purchase, a firm that runs family offices for the mega-rich, takes its collection of unquoted investments and private equity funds to nearly 60% of net assets.
I’ve always had a bit of soft spot for private equity investment trusts. One of the first trusts I bought was F&C Enterprise (now ICG Enterprise) back in the 1990s. I’ve held HgCapital for nearly a decade now and Princess Private Equity joined my portfolio in 2018.
HgCapital Trust, the tech-focused private equity fund, is another of my long-term holdings. Its recent results looked very impressive, but it has ambitious (and perhaps risky) plans to become a much larger entity.
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