Edison Releases Report on Partners Group Private Equity

On April 23, 2026, Edison Investment Research Limited issued a report on Partners Group Private Equity (PEY), highlighting key financial outcomes for FY25. Notably, the company achieved realisation proceeds of €227.3 million, which are utilized to support new investments and maintain a favorable dividend policy. However, the NAV total return saw an 8.7% decline, partly due to a 5.7 percentage point negative impact from a depreciating US dollar. Specific challenges in three portfolio holdings also contributed to this result.

The investment manager, Partners Group, observed an increase in value for its 2021–23 investments and remains optimistic about recent investments from 2024–25. Additionally, PEY keeps its software sector exposure under 10%, which is lower compared to peers. This strategic move may diversify risks amid fluctuating market conditions.