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CD PRIVATE EQUITY FUND II Net Asset Value 2023

Jun 13, 2023

64627_rns_2023-06-13_d1adf2ca-d435-46fe-9580-c402061fa539.pdf

Net Asset Value

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Monthly update – May 2023

CD Private Equity Fund II

NTA Gross assets Distributions per unit (percentage of Distributions per unit (percentage of One month Annualised performance since
per unit (millions) initial investment) performance1,2 inception (April 2013)1,2
Last 12 months: Since inception:
$1.61 $92.00 34 cents (21%) 206.5 cents (129%) -1.8% 11.0%

Fund update

The estimated unaudited net tangible asset value (NTA) after tax as at 31 May 2023 was $1.61[1,3] per unit (30 April 2023 was $1.64[1] per unit).

Net asset value movements for May were primarily a result of negative asset valuation movements from underlying LPs partially offset by foreign exchange gains due to the depreciating Australian dollar (which added approximately 1.7%).

CD2 Fund performance

1 Month 3 Months 6 Months 1 Year 3 Years p.a. 5 Years p.a. Since inception p.a.3
NTA return1,2 -1.8% -6.9% -6.4% -6.0% 9.6% 11.4% 11.0%

On an NTA/Internal Rate of Return (IRR) basis CD2 has achieved a return of 11.3% per annum since inception.

ASX release date: 14 June 2023

Notes: Authorised for release by E&P Investments Limited (ACN 152 367 649, AFSL 410 433), the responsible entity of CD Private Equity Fund II (Fund or CD2). 1. Source: E&P Investments Limited – the historical performance is not a guarantee of the future performance of the Fund; 2. Total returns are inclusive of distributions. NTA return is based on post tax NTA; 3. Based on estimated unaudited net tangible asset value before tax at 31 May 2023 of $1.75 per unit (30 April 2023 was $1.78). Numbers may not add due to rounding.

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