Manager Comment February 2019 – Listed Private Equity Fund

Partners Group Listed Investments SICAV – Listed Private Equity recorded a further value gain in February. Most portfolio companies have published their results and were able to convince investors with stable underlying fundamentals. All sectors contributed...

Manager Comment February 2019 – Listed Infrastructure Fund

In February, Partners Group Listed Investments SICAV – Listed Infrastructure continued to increase in value following a solid performance in January. Similar to last month, about 90% of the portfolio’s underlying stocks posted positive returns over the reporting...

Manager Comment January 2019 – Listed Private Equity Fund

The Listed Private Equity recorded a significant value increase at the beginning of the year and outperformed the broader equity market. All portfolio segments contributed positively to the monthly performance, whereby the alternative asset managers achieved the...

Manager Comment January 2019 – Listed Infrastructure Fund

In January, the Listed Infrastructure Fund had a successful month and outperformed the global equity markets. After the volatile year-end, the broader equity market eventually rebounded in the beginning of 2019. While investors remain concerned about a potential...

Manager Comment February 2018 – Vietnam Fund

The Vietnam Fund gained +2.9% in February with a NAV of USD 1,798.50, bringing the return since inception to +79.8%. This represents an annualized return of +12.0% p.a. The Ho Chi Minh City VN Index in USD gained +6.0%, while the Hanoi VH Index added +2.9% (in USD...