Partners Group Global Multi-Asset Fund
What is Partners Group Global Multi-Asset Fund?
The Partners Group Global Multi-Asset Fund is a managed investment scheme which aims to provide investors with liquid access to private markets.
The Fund invests in a broad cross section of both private market and listed investments which include private equity, private debt, private infrastructure and private real estate. Partners Group uses its global relative value approach across asset classes and regions to identify the perceived most attractive opportunities at any given point in time.
Daily liquidity is provided subject to a maximum of 10% net redemptions per day, 25% per month and 40% per year.
Who will the Fund appeal to?
Partners Group Global Multi-Asset Fund may appeal to:
- Investors seeking long-term equity growth returns
- Investors who are uncomfortable with the volatility of a portfolio comprised entirely of listed equities
- Investors who are prepared to have an element of unlisted assets in their portfolio
Where does it fit?
The fund can be incorporated into an existing portfolio as:
- An allocation to alternative investments
- An alternative to global equity managers
Performance
Monthly Report Multi-Asset Fund
Download - September 2023 Monthly Report
For previous reports please visit our archive>
Ratings and research reports
Zenith – Recommended
Zenith Research Report – Partners Group Global Multi-Asset Fund
Lonsec – Recommended
Lonsec Research Report – Partners Group Global Multi-Asset Fund
Risks
Private markets investment funds are considered to be high risk products and are classified as an 'alternative' investment. All investors should therefore familiarise themselves with the risks and all of the product features in order to ensure they can bear the risks involved. This is particularly important where retail clients are concerned. Advisers should ensure that their clients understand the risks and features properly. For a fuller description of the risks applicable to an investment in the Partners Group Global Multi-Asset Fund, please refer to the fund’s Product Disclosure Statement’.
Platform availability
The Partners Group Global Multi-Asset Fund is available on the following platforms (A-Z):
- Asgard
- BT Panorama
- CFS FirstWrap
- Expand
- Hub24
- Macquarie Wrap
- Mason Stevens
- MLC Wrap / Navigator
- Netwealth
- North
- Powerwrap