3i Group plc

Report and accounts 2007

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Financial statements

Ten largest investments

The table below provides information on our ten largest investments, as required by LR 15.4.12, in respect of the Group's holding and excluding any co-investment by 3i managed funds, or share of 3i Infrastructure Limited owned by third parties. Income represents dividends received (inclusive of overseas withholding tax) and gross interest receivable in the year to 31 March 2007. Net assets and earnings figures are taken from the most recent audited accounts of the investee business, and are the net assets of each business and the total earnings on ordinary activities after tax respectively. It should be noted that, because of the varying rights attaching to the classes of shares held by the Group, it could be misleading to attribute a certain proportion of the earnings and net assets to the proportion of equity capital held by the Group.

Further information on our portfolio investments is provided under Forty other large investments and in the Case studies section and more generally at 3i.com.

Investment Business
line
Geography First
invested
in
Residual
cost
£m
Proportion
of equity
shares held
Directors’
valuation
£m
Income in the year
£m
Net assets
£m
Earnings
£m
3i Infrastructure Limited1 Infrastructure UK 2007            
Quoted investment company, investing in infrastructure                  
Equity shares       325 46.4% 334    
        325   334    
Osprey Jersey Holdco Limited (AWG)2,3 Infrastructure UK 2006            
Provider of drinking water and waste water services                  
Equity shares       78 7.1% 78    
Loans       33   33 4    
        111   111 4 130 30
ACR Capital Holdings Pte Limited4 Growth Singapore 2006            
Reinsurance in large risk segments                  
Equity shares       105 31.6% 102    
        105   102    
Sistemas Técnicos de Encofrados S.A. (STEN) Growth Spain 2006            
Sale and rental of formwork and scaffolding equipment                  
Equity shares       78 28.8% 78    
        78   78 47 16
Laholm Intressenter AB (DIAB) Growth Sweden 2001            
Polymer based sandwich construction laminates                  
Equity shares       44 48.1% 77    
        44   77 30 12
FM-Holding AB (Coor Service Management) Buyouts Sweden 2004            
Facilities management services                  
Equity shares       1 37.5% 45    
Loans       29   27 2    
        30   72 2 2 2
H-Careholding AB Buyouts Sweden 2005            
Elderly, primary and specialist care                  
Equity shares       11 41.7% 15      
Loans       57   56 4    
        68   71 4 26 (2)
Hayley Conference Centres Limited Growth UK 2005            
Provider of conference and training facilities                  
Equity shares       1 45.8% 66 2    
        1   66 2 72 5
Dockwise Transport N.V. Buyouts Netherlands 2007            
Specialists in heavy transport shipping within the marine and oil & gas industry                  
Equity shares       1 49.1% 1      
Loans       64   64 2    
        65   65 2 107 31
Giochi Preziosi S.r.l Buyouts Italy 2005            
Retailer and wholesaler of toys                  
Equity shares       63 37.8% 63    
        63   63 134 (14)
Notes
  1. 3i Infrastructure Limited was incorporated in March 2007 and no audited accounts are available, consequently no net assets or earnings are disclosed.
  2. Osprey was incorporated in October 2006, consequently there is no set of audited accounts. Osprey is the holding company for Anglian Water Group (AWG), and therefore their accounts have been used for the net assets and earnings figures. 3i Infrastructure Limited also owns 9% of Osprey, which was transferred to it by 3i at a value of £140 million on 13 March 2007.
  3. 3i Group’s interest is held through a Limited Partnership which entitles 3i Group to a 7.1% share in the interests of Osprey Jersey Holdco Limited, the ultimate holding company of AWG plc.
  4. ACR was incorporated in November 2006 consequently there is no set of audited accounts. ACR is the holding company for Asia Capital Reinsurance Group Pte Limited which was also incorporated in November 2006. Consequently no audited net assets or earnings are disclosed.

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