Partners Group Global Value Fund
What is Partners Group Global Value Fund?
A managed investment scheme which aims to provide investors with:
- An alternative to global equities, while attempting to minimize exposure to the volatility of the stock market
- Exposure to a diverse portfolio of private companies and other assets that are not normally available to private investors
- Monthly liquidity, subject to certain restrictions
Who will the Fund 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 illiquid assets in their portfolio
Where does it fit?
The Fund can be incorporated into an existing portfolio as:
- Part of the allocation to alternative investments
- An alternative to global equity managers
Performance
Monthly Report Value Fund
Download - September 2023 Monthly Report
For any previous reports please visit our archive>
Ratings and research reports
Zenith – Highly Recommended
Lonsec – Highly Recommended
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 Value Fund, please refer to the fund’s Product Disclosure Statement’.
PDS (including application form)
Product Disclosure Statement (PDS)
Platform Availability
The Partners Group Global Value Fund (AUD) is available on the following platforms (A-Z):
- Asgard
- BT Panorama
- CFS Firstwrap
- Expand
- Hub24
- Macquarie Wrap
- Mason Stevens
- MLC Wrap
- Netwealth
- North
- PortfolioCare
- Powerwrap