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Data as at: 30/04/2024

Fund manager benchmark
FTSE All Share (TR)

Performance (%)

Return type 1 year 3 years 5 years 10 years
Patria Private Equity Share price total return 30.3 31.8 81.9 286.2
Private Equity AIC sector Share price total return 49.2 94.8 148.9 565.1
Patria Private Equity NAV total return 6.4 55.5 113.0 289.7
Private Equity AIC sector NAV total return 12.2 84.8 137.6 450.5
LPX Composite TR * Total return 36.3 34.3 98.3 263
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Discrete annual performance (%)

Return type 30/04/19 - 20 30/04/20 - 21 30/04/21 - 22 30/04/22 - 23 30/04/23 - 24
Patria Private Equity Share price total return -18.4 69.1 8.0 -6.3 30.3
Patria Private Equity NAV total return 17.7 15.3 36.9 7.4 6.4
LPX Composite TR * Total return -7.9 48.6 1 -4.8 36.3
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* The Morningstar market index is not necessarily the official benchmark of the investment company, however it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

Interactive graph

This chart defaults to 5y total return data, the time periods are fully customisable. Use the display button to choose to chart actual prices and NAVs. Click the tick-boxes to quickly add sector average or market index comparisons.

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FE fundinfo logo Company documents provided by FE fundinfo.