Fund Profile
ICG Enterprise 28 June 2017
A new version of this profile is available.
View Latest
Kepler Trust Intelligence provides research and information for professional and private investors. In order to ensure that we provide you with the right kind of content, and to ensure that the content we provide is compliant, you need to tell us what type of investor you are.
Read the full articleFund History
19 Oct 2023
Fund Analysis
ICGT has posted good interim results, illustrating the resilience of its buyout portfolio…
18 May 2023
Treasure hunters
What can a corporate raider’s perspective tell us about private equity trusts..?
13 Apr 2023
Far from the madding crowd
Smaller nimble companies, both public and private, may be best placed to navigate the current environment…
21 Feb 2023
Fund Analysis
ICGT’s continued portfolio resilience means it looks potentially attractive…
30 Nov 2022
Cry havoc!
Lessons from a year in which an already troubled world was savaged by the dogs of war...
16 Nov 2022
Fund Analysis
ICGT continues to differentiate itself from the peer group…
03 Aug 2022
Diverging fortunes in listed private equity
Growth capital and buyout trusts now trade at similar wide discounts. In our view, this belies very different prospects for underlying earnings and for valuations...
25 Mar 2022
Slides and Audio: ICG Enterprise
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 17 March...
23 Mar 2022
Fifteen ideas for your ISA
Slides and audio from our event last week, featuring fund managers running money in every major market in the world...
17 Mar 2022
It's the end of the world as we know it
We examine five potential themes for investors seeking long-term returns in a troubled and uncertain world...
01 Mar 2022
Fund Analysis
ICGT continues to progress towards its target of 60% ‘high-conviction’ investments…
02 Feb 2022
Getting in on the act: Private markets
Private markets could be the next big opportunity for investors…
06 Oct 2021
Slides and Audio: ICG Enterprise
Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...
23 Sep 2021
Even better than the real thing
We explain private equity and examine why tweaks to listed private equity trusts give the sector an advantage over the direct route...
04 Aug 2021
60/40 and other dinosaurs
A simple practical step to take your portfolio from the 1990s into the 2020s...
08 Jul 2021
Fund Analysis
ICGT continues to deliver consistently strong returns…
19 May 2021
The complexity premium
We examine the idea that extra returns can be obtained from buying investments which are perceived to be more complex by most investors...
10 Mar 2021
Spring Conference '21
Audio and presentations from 21 of the UK’s leading investment trust managers…
04 Mar 2021
Slides and Audio: ICG Enterprise
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 04 March...
03 Mar 2021
Fund Analysis
With momentum behind ICGT, we anticipate further NAV progress into the financial year end...
05 Nov 2020
The haves and have nots
With listed private equity trust discounts widening, are investors mistakenly assuming that underlying portfolios will perform worse than public market indices?...
17 Jul 2020
Active ownership of private equity in a crisis
An active approach is an effective means to minimise risks and maximise returns.
25 Jun 2020
Selling the family silver
Is there something fishy about a trust paying dividends from capital?
04 Jun 2020
Fund Analysis
With its focus on defensive growth, ICGT’s current discount feels unwarranted...
03 Jun 2020
Price is what you pay, value is what you get
The listed private equity sector has seen discounts widen markedly, but does this present an opportunity?
13 Nov 2019
Results analysis: ICG Enterprise
In its interim results, ICG Enterprise celebrates its promotion to a new index and continued success...
13 Nov 2019
The parallel worlds of listed private equity
Some private equity trusts are on an average premium of 18%, whilst others trade on discounts of 15%. Are we missing something!?
05 Sep 2019
Fund Analysis
ICG Enterprise Trust gives investors access to outperforming private equities...
24 Jul 2019
Fool's gold?
We examine the relationship between how much a fund costs and how it performs, with surprising results...
18 Jun 2019
Going private: Why should investors consider adding private equity to portfolios?
ICG Enterprise Trust busts some key myths surrounding 'risky' private equity...
13 Jun 2019
Real growth in a world of fake news
Presentations and audio from our event at the London Stock Exchange, where six fund managers set out their stall for an exciting future...
15 Apr 2019
Results analysis: ICG Enterprise
Brief review of ICG Enterprise's 31st January Final results, announced 15 April 2019...
10 Apr 2019
Because they're worth it
With the rise of the passives putting more pressure on fees than ever before, we argue that performance fees could be the key to encouraging truly active investment trust managers...
03 Apr 2019
Nice guys finish first
We review the rise of ESG, its impact on investment trusts, and the various ways ESG has evolved in the trust world...
03 Apr 2019
ESG: Impact
27 Feb 2019
A marathon not a sprint
Our research shows that investment trusts' structural advantages give them a significant edge for investors seeking long term capital growth...
16 Jan 2019
Fund Analysis
Differentiated access to an asset class that continues to outperform...
17 Oct 2018
Missing something?
As more and more of the world's most exciting companies delay listing, the opportunity in private companies has become too large to ignore...
16 Oct 2018
Results analysis: ICG Enterprise
Brief review of ICG Enterprise's 31st July interim results, announced 4 October 2018...
22 Aug 2018
Reassuringly expensive?
Some investment trust premiums have been stretched to eye-watering levels. Have investors been enjoying themselves in the sun too much? We try to rationalise current levels and suggest alternatives...
21 Feb 2018
Fund Analysis
ICG Enterprise aims to deliver better than equity market growth over the cycle, through investing in private unlisted companies.
21 Feb 2018
Once bitten, twice shy...
Fearful memories of 2008 mean discounts remain wide in the listed private equity sector, despite excellent returns from some of the trusts it contains...
28 Jun 2017
Fund Analysis
28 Jun 2017
Searching for value
We identify pockets of value in the booming listed private equity sector...