Patria Private Equity Trust - Edison Group

Overview
Price performance
Financials
Research
Sector insights
Thematics

Patria Private Equity Trust (formerly abrdn Private Equity Opportunities Trust) aims to achieve long-term total returns through holding a diversified portfolio of private equity funds and direct investments into private companies alongside private equity managers (co-investments), a majority of which will have a European focus.

Latest Insights

View More

Investment Companies |
Flash note

25.06.24

Patria Private Equity Trust — H124 NAV TR of 2% amid still muted markets

Investment Companies |
edison tv

27.03.24

ShareSoc webinar with abrdn Private Equity Opportunities Trust – 13 March 2024

Investment Companies |
audiovisual

22.03.24

abrdn Private Equity Opportunities Trust in 60 seconds

Investment Companies |
Update

04.03.24

abrdn Private Equity Opportunities Trust — Returns and buyback help narrow the discount

Sector

Investment Companies

Equity Analyst

Milosz Papst

Director, Financials

Key Management

Alan Gauld

Fund manager

Share Price Performance

Price Performance
%	1M	3M	12M
Actual	(3.2)	1.1	25.3
Relative	(1.9)	(2.4)	13.1
52 week high/low	580.0p/418.0p

Overview

Patria Private Equity Trust (PPET) reported a modest 2.0% NAV per share total return in H124 (ending March 2024) as exit activity in private equity markets remained subdued, suggesting continued buyer cautiousness. Meanwhile, PPET’s share price total return was a strong 22.9% in H124, with the narrowing discount to NAV assisted by, among other things, PPET’s buyback programme (see our March 2024 note for details). Given the trust’s current balance sheet headroom, the board targets an annual dividend of 16.8p for FY24, up 5% versus FY23.

Research

edison tv

Investment Companies

09.09.22

Abrdn Private Equity Opportunities Trust – executive interview

Update

Investment Companies

08.08.22

abrdn Private Equity Opportunities Trust — Wider discount to NAV amid macro risks

Update

abrdn Private Equity Opportunities Trust — Valuations holding up, balance sheet solid

Review

Investment Companies

23.02.22

Standard Life Private Equity Trust — Record NAV TR performance in FY21

Review

Investment Companies

03.12.21

Standard Life Private Equity Trust — Increasing its investment level

Review

Investment Companies

19.07.21

Standard Life Private Equity Trust — Ample dry powder for new investments

Review

Investment Companies

24.02.21

Standard Life European Private Equity — Ready to deploy further capital in 2021

Review

Investment Companies

04.11.20

Standard Life Private Equity Trust — Withstanding the crisis in good shape so far

Review

Investment Companies

08.09.20

Standard Life Private Equity Trust — Leveraging long-term partnerships with top GPs

Review

Investment Companies

28.01.20

Standard Life Private Equity Trust — Maintaining its track record

Review

Investment Companies

13.03.19

Standard Life Private Equity Trust — Broader capability expands the opportunity set

Review

Investment Companies

13.07.18

Standard Life European Private Equity — Measured addition of domestic US fund exposure

Review

Investment Companies

07.02.18

Standard Life European Private Equity — Moving to quarterly dividends with improved yield

Update

Investment Companies

02.05.17

Standard Life Private Equity Trust — Focused on a broader opportunity set

Review

Investment Companies

07.11.16

Standard Life European Private Equity — Update 7 November 2016

Initiation

Investment Companies

24.02.16

Standard Life Euro. Pvt. Equity Trust — Update 23 February 2016

Further insights

insight

Investment Companies

20.09.23

abrdn Private Equity Opportunities Trust plc Private equity valuations – can they be trusted?

thematic

Investment Companies

13.02.23

European equities

thematic

Investment Companies

08.02.23

Listed Private Equity

thematic

Investment Companies

27.01.23

Vietnamese equities: Due a comeback?

thematic

Investment Companies

30.11.22

Investment companies: Latin America is worthy of consideration

thematic

Consumer

05.10.22

IPO apocalypse

thematic

TMT

10.08.22

ESG, moving beyond the box tick

thematic

Investment Companies

10.05.22

The case for US capital markets

thematic

Investment Companies

07.12.20

Value Investing: Living with the reality, waiting for the inevitable

thematic

Consumer

14.08.19

Illuminator: August Update

thematic

Investment Companies

07.08.19

Post Woodford- A spotlight on smaller company liquidity

thematic

Investment Companies

05.06.19

How to buy and sell investment trusts

thematic

Investment Companies

26.03.19

Types of investment trusts

thematic

Consumer

11.11.14

Deutsche Börse Eigenkapitalforum 2014 Research Guide

thematic

Investment Companies

24.05.12

Investment Trusts Quarterly: Biotechnology & healthcare trusts

thematic

Investment Companies

13.01.12

Investment Trusts Quarterly: Growth and income