Partners Group Warns Evergreen Funds Will Slow Assets Under Management Growth
By Nina Kienle
Partners Group said it expects its overall assets under management growth to slow in the second half of the year and in 2027, dragged by demand from investors to get their money back from its flagship private markets platform.
The Swiss private-equity company said it anticipates inflows in evergreen funds, which offer wealthy investors access to assets such as private equity and private credit, to exceed outflows in the first half of this year. However, the firm said its evergreen platform could slow overall net assets under management growth by 1% to 2% in the second half of this year, with a similar impact anticipated for the whole of 2027.
Partners Group said Thursday that redemption requests from its private equity evergreen Global Value Sicav fund reached around 9.8% of its value. Shares in the group tumbled Wednesday on news that the firm had limited withdrawals from the fund to 5% in the second quarter.
The firm on Thursday confirmed its forecast for gross new client demand of between $26 billion and $32 billion in 2026, supported by a strong pipeline of fundraising opportunities.
Write to Nina Kienle at nina.kienle@wsj.com
(END) Dow Jones Newswires
June 04, 2026 02:43 ET (06:43 GMT)
Copyright (c) 2026 Dow Jones & Company, Inc.The articles, information, and content displayed on this webpage may include materials prepared and provided by third parties. Such third-party content is offered for informational purposes only and is not endorsed, reviewed, or verified by Morningstar.
Morningstar makes no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any third-party content displayed on this site. The views and opinions expressed in third-party content are those of the respective authors and do not necessarily reflect the views of Morningstar, its affiliates, or employees.
Morningstar is not responsible for any errors, omissions, or delays in this content, nor for any actions taken in reliance thereon. Users are advised to exercise their own judgment and seek independent financial advice before making any decisions based on such content. The third-party providers of this content are not affiliated with Morningstar, and their inclusion on this site does not imply any form of partnership, agency, or endorsement.
Popular
4 Stocks to Buy Before They Rise Further
2 Undervalued Stocks to Buy Before They Rebound
The 10 Best Dividend Stocks
12 Best Blue-Chip Stocks to Buy for the Long Term
United States