Apax Global Alpha Ltd (APAX.L)
Apax Global Alpha Limited specializes in fund of funds investments. It seeks to invest in public, private debt, and equity investments. Under fund of funds, the fund seeks to invest in funds managed by Apax Partners. It also makes derived investments which are investments in equities and debt derived from the insights gained via Apax' Private Equity activities. It avoids investments in third-party funds. It seeks to invest in sectors, such as technology and telecoms, services, healthcare, and consumer. It prefers to invest in invests in North America, Rest of Europe, the United Kingdom, India, China and Switzerland.
Company Info
Highlights
£663.41M
£0.09
15.00
-£21.14M
-£21.14M
£1.42M
£127.89 - £154.89
£182.97
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Apax Global Alpha Ltd, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Apax Global Alpha Ltd had a return of -5.35% year-to-date (YTD) and -6.43% in the last 12 months.
APAX.L
-5.35%
-4.95%
-1.62%
-6.43%
0.89%
N/A
^GSPC (Benchmark)
1.92%
0.88%
15.58%
20.89%
12.50%
11.34%
Monthly Returns
The table below presents the monthly returns of APAX.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | -4.93% | -5.35% | |||||||||||
2024 | -3.86% | -0.91% | -1.06% | -1.37% | 9.44% | 0.25% | -1.90% | -6.84% | -0.66% | 2.32% | 0.00% | 0.57% | -4.70% |
2023 | -5.52% | 3.37% | -13.00% | 9.03% | -4.14% | 13.95% | -6.18% | -3.00% | 0.09% | -5.79% | -2.61% | 7.92% | -8.73% |
2022 | -6.83% | -9.13% | 11.37% | -9.88% | -1.93% | -4.91% | -3.10% | 4.97% | 0.35% | -3.49% | 6.99% | 6.08% | -11.39% |
2021 | 1.97% | 8.23% | -8.12% | 8.38% | -5.89% | -0.21% | 5.45% | 6.10% | 7.80% | -6.36% | -0.47% | 6.82% | 23.93% |
2020 | -4.64% | -9.73% | -20.92% | 12.46% | 11.39% | -1.54% | 13.09% | 5.53% | -4.92% | 2.58% | 14.84% | 5.70% | 18.64% |
2019 | 4.44% | 2.13% | 2.93% | 3.82% | -3.01% | 2.07% | 5.74% | 0.90% | 0.00% | 5.56% | 6.19% | 0.58% | 35.74% |
2018 | -0.84% | -5.76% | -6.45% | 6.15% | -3.99% | 1.51% | 0.00% | 5.16% | -0.36% | -5.49% | 2.33% | 2.27% | -6.28% |
2017 | 4.29% | 2.48% | 5.42% | -8.48% | 2.67% | 5.56% | -0.41% | 1.10% | -1.31% | -2.98% | 2.22% | -0.67% | 9.40% |
2016 | -3.80% | -2.85% | 10.38% | 4.75% | -3.42% | -3.44% | 7.13% | 3.63% | 3.82% | 10.83% | -8.64% | 6.88% | 25.68% |
2015 | 0.50% | -1.79% | -0.30% | -2.65% | 0.84% | -1.66% | -0.00% | -5.01% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of APAX.L is 30, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Apax Global Alpha Ltd (APAX.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Apax Global Alpha Ltd provided a 8.29% dividend yield over the last twelve months, with an annual payout of £0.11 per share.
Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
---|---|---|---|---|---|---|---|---|---|---|
Dividend | £0.11 | £0.11 | £0.12 | £0.12 | £0.11 | £0.10 | £0.09 | £0.09 | £0.08 | £0.08 |
Dividend yield | 8.29% | 7.85% | 7.16% | 6.56% | 4.96% | 4.95% | 5.21% | 6.30% | 5.63% | 5.46% |
Monthly Dividends
The table displays the monthly dividend distributions for Apax Global Alpha Ltd. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | £0.00 | £0.00 | £0.00 | ||||||||||
2024 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.00 | £0.11 |
2023 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.00 | £0.12 |
2022 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.00 | £0.12 |
2021 | £0.00 | £0.00 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.00 | £0.00 | £0.11 |
2020 | £0.00 | £0.00 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 | £0.00 | £0.00 | £0.00 | £0.10 |
2019 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.05 | £0.00 | £0.00 | £0.00 | £0.00 | £0.09 |
2018 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.09 |
2017 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 |
2016 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.04 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Apax Global Alpha Ltd. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Apax Global Alpha Ltd was 37.80%, occurring on Mar 16, 2020. Recovery took 170 trading sessions.
The current Apax Global Alpha Ltd drawdown is 29.54%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-37.8% | Feb 21, 2020 | 17 | Mar 16, 2020 | 170 | Nov 16, 2020 | 187 |
-29.96% | Jan 5, 2022 | 772 | Jan 27, 2025 | — | — | — |
-18.34% | Sep 5, 2017 | 145 | Mar 29, 2018 | 261 | Apr 10, 2019 | 406 |
-13.19% | Jun 26, 2015 | 174 | Mar 1, 2016 | 33 | Apr 19, 2016 | 207 |
-13.04% | Dec 18, 2020 | 2 | Dec 21, 2020 | 31 | Feb 5, 2021 | 33 |
Volatility
Volatility Chart
The current Apax Global Alpha Ltd volatility is 4.16%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Apax Global Alpha Ltd.
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