The Asia Frontier Fund USD A-shares gained +2.4% in January 2018. The fund underperformed the MSCI Frontier Markets Asia Net Total Return USD Index (+8.9%), the MSCI Frontier Markets Net Total Return USD Index (+5.7%), and the MSCI World Net Total Return USD Index,...
After the positive performance of 2017, the infrastructure sector recorded a negative development in the first month of 2018, which also influenced Listed Infrastructure in a negative manner. In January, the US tax reform resulted in a poor performance for regulated...
Listed Private Equity reported a significant increase in value and achieved an outperformance against the broader equity market in the new year. Particularly US-based alternative asset managers had a strong start in 2018. The market is expecting the US tax reform to...
Despite continued economic sanctions towards Russia, the results for the 4th quarter were strong and the year came in at close to +10%. We saw strong industry numbers during the quarter with a reading of 52 (above 50 is positive) and reserves at over $432 bn. After...
The FMG Rising 6 Fund gained a modest 3% in the fourth quarter. Emerging Market equities’ good momentum continued, fuelled by the favourable macro picture throughout emerging markets. The best performance during the quarter came from our India manager with a gain of...
