Partners Group Listed Investments SICAV – Listed Infrastructure awarded highest rating by Morningstar
Press release
Baar-Zug, 24 May 2011
Partners Group Listed Investments SICAV – Listed Infrastructure is the only infrastructure fund in a peer group of 73 funds to have been awarded the highest possible rating of five stars by MorningstarTM, the leading provider of independent investment analysis.
The actively managed fund strives to achieve solid risk-adjusted returns by making the typical characteristics of core infrastructure investments such as low susceptibility to economic fluctuations, stable revenues and inflation protection available to investors. The fund is accessible to all investors with a minimum subscription of EUR 100 and offers daily liquidity, thereby eliminating a number of the traditional hurdles associated with investments in the infrastructure asset class. Partners Group Listed Investments SICAV – Listed Infrastructure has achieved a clear outperformance of 4.89% p.a. compared to the MSCI World EUR TR since its inception in October 2006 whilst exposing investors to a lower level of risk (volatility).
We anticipate that the infrastructure segment will continue to be highly attractive going forward with a lack of government funding in developed countries supporting the investment environment for private investors. The continuing urbanization as well as the economic growth in emerging markets additionally result in an increased need for new infrastructure and thus offer further investment perspectives.
Share classes:
Institutional:
| LU0263854407 - distributing LU0263854829 - accumulating |
Private: | LU0263855479 |
www.pg-listedinfrastructure.net
|
Copyright © 2010 Morningstar Switzerland GmbH. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Rating as of 30 April 2011. |
About Partners Group
Partners Group is a global private markets investment management firm with over EUR 20 billion in investment programs under management in private equity, private real estate, private infrastructure and private debt. The firm manages a broad range of funds and customized portfolios for an international clientele of institutional investors. Partners Group is headquartered in Zug, Switzerland and has offices in San Francisco, New York, São Paulo, London, Guernsey, Luxembourg, Munich, Dubai, Singapore, Beijing, Seoul, Tokyo and Sydney. The firm employs over 500 people and is listed on the SIX Swiss Exchange (symbol: PGHN) with a market capitalization of CHF 4.5 billion with a clear majority owned by its 36 Partners and all employees.
Investor relations contact
Philip Sauer
Phone: +41 41 768 86 60
E-mail: [email protected]
Media relations contact
Dr. Anna Hollmann
Phone: +41 41 768 83 72
E-mail: [email protected]
Press release
Baar-Zug, 24 May 2011
Partners Group Listed Investments SICAV – Listed Infrastructure is the only infrastructure fund in a peer group of 73 funds to have been awarded the highest possible rating of five stars by MorningstarTM, the leading provider of independent investment analysis.
The actively managed fund strives to achieve solid risk-adjusted returns by making the typical characteristics of core infrastructure investments such as low susceptibility to economic fluctuations, stable revenues and inflation protection available to investors. The fund is accessible to all investors with a minimum subscription of EUR 100 and offers daily liquidity, thereby eliminating a number of the traditional hurdles associated with investments in the infrastructure asset class. Partners Group Listed Investments SICAV – Listed Infrastructure has achieved a clear outperformance of 4.89% p.a. compared to the MSCI World EUR TR since its inception in October 2006 whilst exposing investors to a lower level of risk (volatility).
We anticipate that the infrastructure segment will continue to be highly attractive going forward with a lack of government funding in developed countries supporting the investment environment for private investors. The continuing urbanization as well as the economic growth in emerging markets additionally result in an increased need for new infrastructure and thus offer further investment perspectives.
Share classes:
Institutional:
| LU0263854407 - distributing LU0263854829 - accumulating |
Private: | LU0263855479 |
www.pg-listedinfrastructure.net
|
Copyright © 2010 Morningstar Switzerland GmbH. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Rating as of 30 April 2011. |
About Partners Group
Partners Group is a global private markets investment management firm with over EUR 20 billion in investment programs under management in private equity, private real estate, private infrastructure and private debt. The firm manages a broad range of funds and customized portfolios for an international clientele of institutional investors. Partners Group is headquartered in Zug, Switzerland and has offices in San Francisco, New York, São Paulo, London, Guernsey, Luxembourg, Munich, Dubai, Singapore, Beijing, Seoul, Tokyo and Sydney. The firm employs over 500 people and is listed on the SIX Swiss Exchange (symbol: PGHN) with a market capitalization of CHF 4.5 billion with a clear majority owned by its 36 Partners and all employees.
Investor relations contact
Philip Sauer
Phone: +41 41 768 86 60
E-mail: [email protected]
Media relations contact
Dr. Anna Hollmann
Phone: +41 41 768 83 72
E-mail: [email protected]