Investment Trusts

3i Group Plc

III:LSE

3i Group Plc

Actions
  • Price (GBX)825.00
  • Today's Change-10.40 / -1.24%
  • Shares traded4.65m
  • 1 Year change-21.20%
  • Beta1.3417
Data delayed at least 20 minutes, as of May 29 2020 17:07 BST.
More ▼

Profile data is unavailable for this security.

About the company

3i Group PLC is a United Kingdom-based investment company. The Company has two complementary businesses: Private Equity and Infrastructure, specializing in core investment markets in northern Europe and North America. Its Private Equity business includes investment and asset management to generate capital returns, and is focused on consumer, industrial and business services sectors. Its Infrastructure business includes investment and asset management to generate capital returns and cash income and focuses on the United Kingdom and Europe. It also offers software solutions to unify fragmented data and provide actionable insight. Its subsidiaries include 3i Investments plc, 3i BIFM Investments Ltd, 3i Europe plc and 3i Nordic plc. 3i Investments PLC is the investment manager of the Company.

  • Revenue in GBP (TTM)231.00m
  • Net income in GBP214.00m
  • Incorporated1973
  • Employees242.00
  • Location
    3i Group Plc16 Palace StreetLONDON SW1E 5JDUnited KingdomGBR
  • Phone+44 207 975 3131
  • Fax+44 207 975 3232
  • Websitehttps://www.3i.com/
More ▼

Profile

Management group(s)--
AIC sectorPrivate Equity
ISINGB00B1YW4409
Launch date01 Apr 1945
Share typeOrdinary Share
Structure--
Base currencyGBP

Objective

3i is an investment company which aims to provide its shareholders with quoted access to private equity and infrastructure returns. Currently, its main focus is on making quoted and unquoted equity and/ or debt investments in businesses and funds in Europe, Asia and the Americas.

Managed by

Ben Loomes, Phil White

Management & contract fees

Management fee of between 1.2% and 1.4% on a tiered basis. Performance fee of 20% of returns above a hurdle of 8% of the growth in NAV per share with a deferral and clawback mechanism in the event of subsequent performance below the hurdle.

Mergers & acquisitions

Acquired companyDeal statusDateDate /
Deal status
III:LSE since
announced
Transaction
value
Cellon SADeal completed13 Jan 202013 Jan 2020Deal completed-24.21%--
Evernex International SASDeal completed19 Jul 201919 Jul 2019Deal completed-25.91%--
Evernex SAAnnounced19 Jul 201919 Jul 2019Announced-25.91%--
Data delayed at least 20 minutes, as of May 29 2020 17:07 BST.

Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Turkiye Kalkinma ve Yatirim Bankasi AS135.03m50.08m4.10bn528.0081.8414.2580.0642.040.49610.49610.96582.85--------2.251.81--------51.3644.46------0.700964.4548.41178.9356.9818.92--
St. James's Place plc16.47bn146.60m4.93bn2.63k33.325.1828.650.29940.27570.275730.841.770.1553----6,252,620.000.13820.1929--------0.89012.10----0.3554136.72691.3029.21-15.50-4.8535.20-4.52
Euronext NV686.21m235.51m5.22bn1.24k22.116.4419.927.603.753.7510.9212.870.363--4.48617,563.1012.6718.1714.9021.46----34.9037.12--38.260.535849.9110.426.642.7813.4413.4713.61
Adevinta ASA622.87m4.84m5.86bn3.56k876.074.6582.439.400.11710.117110.7822.080.3304--3.202,097,636.000.3425--0.3896------1.04----2.810.1169--14.41--964.86------
Standard Life Aberdeen PLC2.45bn210.00m5.89bn6.27k33.670.9203--2.400.07670.10021.032.810.2048----391,033.801.800.08051.810.083396.3798.088.771.87----0.0895455.2425.95-29.67125.15-11.18-10.530.6755
DWS Group & GmbH Co KgaA2.10bn459.39m6.08bn3.36k13.240.990911.572.892.562.5611.7134.150.2163--936.40696,518.904.74--4.87------21.91------0.0315--7.39--30.69------
Banque Cantonale Vaudoise504.01m305.76m6.77bn1.92k22.152.2418.507.674.224.2212.1741.79--------0.7550.7421--------34.6731.52------87.15-0.9767-3.283.774.152.822.38
Schroders plc2.54bn495.70m7.90bn4.78k16.762.2112.463.111.761.769.0313.380.1241--3.26530,975.302.422.503.063.1780.9079.6319.5421.52----0.504355.84-3.405.68-1.783.7137.107.89
3i Group plc231.00m214.00m8.03bn242.0038.731.0336.8334.750.2130.2130.23977.970.0267--8.25954,545.402.4814.702.5115.11----92.64107.12----0.071227.28-79.67-22.96-82.77-21.10--11.84
Hargreaves Lansdown PLC501.90m262.60m8.70bn1.59k33.2119.7031.6517.330.55210.55211.060.93060.547--0.953318,869.1028.6427.2061.9266.65----52.3649.15----0.047281.857.356.044.708.8217.658.52
Legal & General Group Plc66.05bn1.81bn11.84bn9.78k6.541.26--0.17930.30360.307511.071.580.1254----6,755,549.000.33940.3159--------2.713.89--12.010.363862.0133,771.285.541.5112.952.169.33
Data as of May 29 2020. Currency figures normalised to 3i Group Plc's reporting currency: UK Pound GBX

Institutional shareholders

29.47%Per cent of shares held by top holders
HolderShares% Held
BlackRock Investment Management (UK) Ltd.as of 01 May 201952.68m5.41%
Artemis Investment Management LLPas of 09 Mar 202048.71m5.01%
Legal & General Investment Management Ltd.as of 01 May 201933.38m3.43%
Threadneedle Asset Management Ltd.as of 01 May 201933.15m3.41%
The Vanguard Group, Inc.as of 01 May 201926.76m2.75%
Aberdeen Asset Investments Ltd.as of 01 May 201923.75m2.44%
Norges Bank Investment Managementas of 01 Apr 202021.63m2.22%
Royal London Asset Management Ltd.as of 01 Apr 202016.72m1.72%
M&G Investment Management Ltd.as of 01 Apr 202015.86m1.63%
BlackRock Advisors (UK) Ltd.as of 01 Apr 202014.13m1.45%
More ▼
Data from 31 Dec 2019 - 31 Mar 2020Source: FactSet Research Systems Inc.
The Financial and Risk business of Thomson Reuters is now Refinitiv
All markets data located on FT.com is subject to the FT Terms & Conditions
All content on FT.com is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.
Any information that you receive via FT.com is at best delayed intraday data and not "real time". Share price information may be rounded up/down and therefore not entirely accurate. FT is not responsible for any use of content by you outside its scope as stated in the FT Terms & Conditions.