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...

Manager Comment October 2018 – Listed Infrastructure Fund

In October, the Listed Infrastructure Fund increased in value and thus was able to outperform the broader equity market in a negative environment. Brazilian equities, which benefited from the presidential election on 28 October, showed the strongest performance this...

Manager Comment September 2018 – Listed Infrastructure Fund

In August, Partners Group Listed Investments SICAV – Listed Infrastructure had a negative development. While the Fund started the reporting period positively the performance reversed in the last weeks of the month. Reasons for that were the negative performance of...

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 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...
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