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...

Manager Comment May 2018 – Listed Infrastructure Fund

In May, the Listed Infrastructure Fund continued its positive development. Especially GDP-sensitive stocks profited from the easing of trade tensions between the US and China. For instance, One of the top performers in the portfolio was the US railway operator Union...

Manager Comment April 2018 – Listed Infrastructure Fund

In April, Listed Infrastructure increased in value at a lower volatility than the broader equity market. The majority of sectors contributed favorably to the Funds` performance in particular the operators of toll roads, transmission grids and satellites. The strongest...
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