Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

CD PRIVATE EQUITY FUND I Net Asset Value 2024

Mar 13, 2024

64626_rns_2024-03-13_8f88fa90-985a-44fd-921d-3473208e6309.pdf

Net Asset Value

Open in viewer

Opens in your device viewer

14 March 2024

CD PRIVATE EQUITY FUND I: ASX: CD1

NET TANGIBLE ASSET UPDATE – 29 FEBRUARY 2024

==> picture [525 x 57] intentionally omitted <==

----- Start of picture text -----

Gross assets Distributions Distributions 5 year NTA
NTA per unit Fund Inception
(million) Last 12 months Since Inception return
$1.01 $36.8 $0.16 per unit $2.82 per unit August 2012 13.7% p.a.
----- End of picture text -----

The estimated unaudited net tangible asset value (NTA) after tax as at 29 February 2024 was $1.01[1,3] per unit (31 January 2024 was $1.00[1,3] per unit).

The net asset value movement recorded during the month is primarily a result of foreign exchange movements, with the Australian dollar falling by 1.1% during the month.

PERFORMANCE SUMMARY

==> picture [525 x 54] intentionally omitted <==

----- Start of picture text -----

1 month 6 months 1 year 3 years p.a. 5 years p.a. Since Inception p.a.
NTA Return [1,2]
1.0% -0.9% -0.9% 15.3% 13.7% 11.9%
----- End of picture text -----

On an NTA/Internal Rate of Return (IRR) basis, CD1 has achieved a return of 12.0% per annum since inception.

MONTHLY INVESTMENT ACTIVITY

During the month, the LP received a distribution of US$0.02 million from FPC Small Cap Fund I, LP, which was a tax and expense refund from an underlying portfolio company.

As always, we encourage Unitholders to reach out to the team via email at [email protected], or by calling +61 3 9691 6110 with any questions.

  1. Source: E&P Investments Limited (for data before 24 June 2023) and K2 Asset Management Ltd (for data post 24 June 2023). The historical performance is not a guarantee of the future performance of the Fund;

  2. Total returns are inclusive of distributions and based on post tax NTA;

  3. Estimated unaudited net tangible asset value before tax at 29 February 2024 of $1.00 per unit (31 January 2024 was $0.99).

Authorised for release by K2 Asset Management Ltd (K2) (ACN 085 445 094, AFSL 244 393), the responsible entity of CD Private Equity Fund I (Fund or CD1). Notes: AUD:USD spot rate of 0.6497 as at 29 February 2024. Numbers may not sum due to rounding.

Email: [email protected] | Phone: +61 3 9691 6110 | Web: www.cdfunds.com.au Level 44, 101 Collins Street Melbourne VIC 3000

ARSN: 158 625 284 Page 1