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The Markets
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Investments and investor services

3i Group maintains dividend and cautious investment approach

NAV per share of 804p was down from 877p at the end of December and 815p at the end of March last year

3i Group plc (LON:III) kept its dividend unchanged as the private equity group reported a smaller total return fo the year to 31 March and a slight fall in its net asset value (NAV).

The total dividend for the year will be kept the same as last year at 35p per share, with a dividend of 17.5p per share to be paid in July.

Total return of £253mln or 3% on opening shareholders' funds fell from £1.25bn or 18% a year ago.

NAV per share of 804p was down from 877p at the end of December and 815p at the end of March year ago.

The 3i portfolio value was £8.1bn at the end of March, down from £8.8bn three months earlier but up from £7.6bn a year earlier.

The FTSE 100 group said the Private Equity business delivered a gross investment return of £352mln or 6% of opening funds, while the Infrastructure business saw a negative return of £39mln, or a 4% decline.

After being net investors over the 12 months, 3i ended the year with net cash of £270mln and liquidity of almost £1.3bn.

Chief executive Simon Borrows said: “We enter our new financial year with a carefully assembled portfolio of private equity and infrastructure companies and an experienced team that has proved adept at managing these investments against a deteriorating macro-economic backdrop.

“We have been cautious investors for some years and have maintained a strong balance sheet since our restructuring in 2012.”

Shares in the company were up 4% to 778.8p in early trading on Thursday.

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