Manager Comment June 2019 – Listed Infrastructure Fund

In June, the Partners Group Listed Investments SICAV – Listed Infrastructure increased in value and performed in line with global equity markets after the outperformance last month. Global markets recovered after the US Fed and the ECB resorted to a more dovish...

Manager Comment May 2019 – Listed Infrastructure Fund

In May, the Partners Group Listed Investments SICAV – Listed Infrastructure remained broadly flat in a month where global equity markets lost significantly in value and hence outperformed the market. Once again, the Fund demonstrated its stable characteristics...

Manager Comment April 2019 – Listed Infrastructure Fund

Listed Infrastructure continued its strong performance, further outperforming global equity markets. Especially, North American portfolio companies were able to stand out. In contrast, emerging market equities, specifically Brazil, were weak. Among other factors,...

Manager Comment March 2019 – Listed Infrastructure Fund

In March, Listed Infrastructure continued its strong performance, further outperforming global equity markets. Especially, North American portfolio companies were able to stand out. In contrast, emerging market equities, specifically Brazil, were weak. Among other...

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 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...
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