Overview

Over the year to the end of September 2016, Electra‘s NAV rose by 35% to 5,149p. The share price ended the period at 4,310p, a total return of 36% for the year.

The largest individual gains were generated by: Parkdean Resorts (GBP188 million), AXIO (GBP130 million), Hollywood Bowl (GBP94 million), Elian (GBP79 million) and Allflex (GBP53 million).

They invested a total of GBP218 million across the Buyout and Co–investments portfolio (GBP137 million), the Secondary portfolio (GBP7 million), the Debt portfolio (GBP62 million) and the Non-core investment portfolio (GBP12 million). GBP903 million was realised (55% of opening investment portfolio) and GBP218 million invested. They paid total dividends in the year of 122p and a second interim dividend of 110p per share has now been declared, now payable to tendered shares. The conversion of the 5% Subordinated Convertible Bond, the redemption of the Zero Dividend Preference Shares and the cancellation of the multi-currency revolving credit facility have left the company with no gearing.

ELTA : Electra delivers impressive NAV performance

Fundamentals

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