In December, the Partners Group Listed Investments SICAV – Listed Infrastructure further increased in value, contributing to its second-best annual performance ever, while the global equity markets performed strongly on the back of various positive news. The US...
The AFC Vietnam Fund gained +2.3% in December with a NAV of USD 1,789.27, bringing the return since inception to +78.9%. This represents an annualized return of +10.1% p.a. The Ho Chi Minh City VN Index in USD lost −0.9%, while the Hanoi VH Index gained +0.1% (in USD...
The AFC Asia Frontier Fund (Non-US) (AAFF) USD A-shares increased by +0.9% in December 2019 with a NAV of USD 1,273.43. The fund outperformed the MSCI Frontier Markets Asia Net Total Return USD Index (-3.2%) but underperformed the AFC Frontier Asia Adjusted Index...
World and Asian Markets finished strong in December: the Hang Seng Index +11.0% for the Year, the MSCI Asia ex Japan Index +16.3% the MSCI AC ASEAN Index +5.8%, Thai SET Index +9.7%, FTSE Vietnam +5.9%, Knight Mekong Strategy Fund +12.2%, and the Knight Asia...
The Fund gained approximately 15% in the quarter and that concluded Russian equities as among the very best in the world for 2019. Not bad for an economy that remains under sanctions. We have discussed the strong dividend policy of Russian companies before and now...
