FAQ
How will shareholder value be generated?
Electra�s objective is to achieve a rate of return on shareholders� equity of between 10-15% per year over the long-term. Over the ten years to 30 September 2012, Electra achieved an annualised return on equity of 13%. Electra delivers this value by investing in carefully selected businesses with strong growth potential.
Over the long-term, Electra has consistently out-performed its benchmark, the FTSE All Share, and the sector average. Electra has delivered a diluted NAV per share increase of 224% over the 10 years to 30 September 2012, compared to 13% for the Morningstar PE Index NAV per share return (ex Electra). In the same period, Electra�s share price has increased by 299%, compared to 15% for the Morningstar PE Index share price return (ex Electra).
The FTSE All-Share has returned 66% over the same period.
Electra Partners, the manager of Electra Private Equity PLC, considers investments in all sectors. However, deal origination is focused on investments of a defensive nature that will grow in spite of, or because of, tough conditions. Five macro growth themes of particular interest have been identified: Austerity, Regulation, Ageing, Internationalisation and Ecommerce.