Manager Comments Q1 2020 – Listed Infrastructure Fund

In January, the Partners Group Listed Investments SICAV – Listed Infrastructure continued its strong performance from last year in line with the global equity markets. Supported by the signing of the “Phase 1” trade deal between the US and China,...

Manager Comment Q4 2019 – Infrastructure Fund

In December, the Partners Group Listed Investments SICAV – Listed Infrastructure further increased in value, contributing to its second-best annual performance ever, while the global equity markets performed strongly on the back of various positive news. The US...

Manager Comment September 2019 – Listed Infrastructure Fund

In September, the Partners Group Listed Investments SICAV – Listed Infrastructure continued to increase in value while global equity markets recovered sharply after the fall in the previous month. Equity markets were impacted by two opposing events. Firstly, the...

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,...
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