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Patria Private Equity Trust (LSE:PPET) 5-Year Yield-on-Cost % : 4.01 (As of Mar. 30, 2025)


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What is Patria Private Equity Trust 5-Year Yield-on-Cost %?

Patria Private Equity Trust's yield on cost for the quarter that ended in Sep. 2024 was 4.01.


The historical rank and industry rank for Patria Private Equity Trust's 5-Year Yield-on-Cost % or its related term are showing as below:

LSE:PPET' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.04   Med: 3.98   Max: 7.45
Current: 4.01


During the past 13 years, Patria Private Equity Trust's highest Yield on Cost was 7.45. The lowest was 2.04. And the median was 3.98.


LSE:PPET's 5-Year Yield-on-Cost % is ranked worse than
70.9% of 1165 companies
in the Asset Management industry
Industry Median: 6.26 vs LSE:PPET: 4.01

Competitive Comparison of Patria Private Equity Trust's 5-Year Yield-on-Cost %

For the Asset Management subindustry, Patria Private Equity Trust's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Patria Private Equity Trust's 5-Year Yield-on-Cost % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Patria Private Equity Trust's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Patria Private Equity Trust's 5-Year Yield-on-Cost % falls into.


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Patria Private Equity Trust 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Patria Private Equity Trust is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5

Patria Private Equity Trust  (LSE:PPET) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Patria Private Equity Trust 5-Year Yield-on-Cost % Related Terms

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Patria Private Equity Trust Business Description

Traded in Other Exchanges
N/A
Address
16 Charlotte Square, Edinburgh, GBR, EH2 4DF
Patria Private Equity Trust PLC is a UK-based investment trust company. The company's provides investors with exposure to private equity funds and private companies, mainly in Europe. Its investment objective is long-term total returns through holding a diversified portfolio of private equity funds and direct investments into private companies alongside private equity managers, a majority of which will have a European mid-market focus.

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