Manager Comment August 2018 – Listed Infrastructure Fund

In July, Partners Group Listed Investments SICAV – Listed Infrastructure increased in value. Positive earnings announcements were the main performance driver during the reporting period. Further, Brazilian, Chinese and UK infrastructure operators were also able to...

Manager Comment for Mekong Fund

Asian Markets fell back in June, with the Hang Seng Index -5.0%, MSCI Asia ex Japan Index -5.2%, MSCI AC ASEAN -7.1%, Thai SET Index -10.3%, our funds also slipped with Knight Mekong Fund -0.6%, Knight Asia Contrarian Fund -1.0%. After the disappointing North...

Manager Comment June 2018 – Listed Private Equity Fund

Partners Group Listed Investments SICAV – Listed Private Equity recorded a NAV-increase in June, outperforming the broader equity market. The second quarter closed with a significant value increase. Particularly US-based business development companies (BDCs) and...

Manager Comment June 2018 – Listed Infrastructure Fund

In June, the broad equity market recorded an increased volatility and closed with a negative performance. In contrast, Partners Group Listed Investments SICAV – Listed Infrastructure was able to keep its value steady and reach a positive performance for Q2 2018. The...

Manager Comment July 2018 – Vietnam Fund

The Vietnam Fund lost −1.3% in July with a NAV of USD 1,777.44, bringing the return since inception to +77.7%. This represents an annualised return of +13.3% p.a. The Ho Chi Minh City VN Index in USD lost −2.0%, while the Hanoi VH Index lost −1.6% (in USD terms). The...