Investment Trusts

3i Group Plc

III:LSE

3i Group Plc

Actions
  • Price (GBX)1,125.00
  • Today's Change-16.00 / -1.40%
  • Shares traded1.63m
  • 1 Year change30.81%
  • Beta1.5060
Data delayed at least 20 minutes, as of Nov 13 2019 16:35 GMT.
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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)1.14bn
  • Net income in GBP1.24bn
  • Incorporated1973
  • Employees240.00
  • Location
    3i Group Plc16 Palace StreetLONDON SW1E 5JDUnited KingdomGBR
  • Phone+44 207 975 3131
  • Fax+44 207 975 3232
  • Websitehttps://www.3i.com/
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Profile

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

Objective

To provide its shareholders with quoted access to private equity and infrastructure returns, 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 Start :01 Jan 2012
Phil White Start :01 Feb 2014

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
Evernex International SASAnnounced19 Jul 201919 Jul 2019Announced1.03%--
Data delayed at least 20 minutes, as of Nov 13 2019 16:35 GMT.

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)
St. James's Place plc6.62bn150.30m5.70bn2.30k38.166.0934.130.8620.27980.279812.301.750.064----2,873,719.000.14550.2365--------2.273.26----0.3775112.22-130.95--18.92-1.8521.4024.75
M&G PLC21.17bn1.53bn5.95bn6.33k3.880.703.670.2810.58960.58968.143.27------3,343,706.00------------7.24------0.322---113.34---24.95------
Standard Life Aberdeen PLC2.10bn-310.00m7.39bn8.32k--1.00--3.51-0.04290.47620.75443.130.0203----252,794.80-0.29410.0824-0.29490.085295.4498.28-14.501.73----0.0828325.855.42-32.81-307.71--19.510.514
Hargreaves Lansdown PLC480.50m247.40m8.55bn1.57k34.6718.6633.2017.800.520.521.010.96620.5446--1.05305,273.2028.0627.2057.3666.65----51.5349.15----0.0081.857.356.044.708.8217.658.52
Schroders plc2.52bn467.10m8.68bn4.38k19.503.0714.943.451.661.668.9410.550.1179--2.38573,807.902.192.462.813.1180.0479.0218.5721.95----0.52453.584.577.74-15.097.4351.2314.47
3i Group plc1.14bn1.24bn11.10bn240.008.931.40--9.771.281.281.178.130.1367--15.894,733,334.0014.9518.0815.2118.68----109.33103.88----0.067822.38-13.4110.94-15.1119.16--11.84
Legal & General Group Plc47.04bn1.89bn16.43bn8.77k8.681.87--0.34930.31740.32367.891.470.0913----5,363,398.000.36170.3003--------3.963.69--12.580.340964.04-97.79-53.0713.9914.8452.8912.04
Data as of Nov 13 2019. Currency figures normalised to 3i Group Plc's reporting currency: UK Pound GBX

Institutional shareholders

30.38%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 01 May 201950.71m5.21%
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 Oct 201922.76m2.34%
Schroder Investment Management Ltd.as of 01 Oct 201919.41m2.00%
JPMorgan Asset Management (UK) Ltd.as of 07 Nov 201916.56m1.70%
M&G Investment Management Ltd.as of 01 Oct 201916.49m1.69%
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Data from 31 Dec 2018 - 30 Sep 2019Source: FactSet Research Systems Inc.
The Financial and Risk business of Thomson Reuters is now Refinitiv
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