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...

Manager Comment December 2018 – Listed Infrastructure Fund

In December, the Partners Group Listed Investments SICAV – Listed Infrastructure outperformed the global equity markets, but still posted a negative performance. Overall, in 2018, the Fund underpinned the portfolio’s stabilizing properties, particularly in...

Manager Comment November 2018 – Listed Infrastructure Fund

In November, Listed Infrastructure recorded a positive performance. Following its very solid performance last month, when global equity markets fell sharply, the fund performed in line with the recovery of the broad equity market in November. One of the positive...
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