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Partners Group Global Value W

ETL0276AU

Partners Group Global Value W ETL0276AU Strategy

The Fund's investment objective is to obtain superior returns and to achieve capital growth over the medium and long-term by investing in private equity. The allocation of the Fund's assets shall provide a broad diversification and follow the principle of risk spreading. Private equity is a common term for professionally managed investments in non-public and public companies through privately negotiated transactions in the form of equity, hybrid and debt instruments. Private equity covers a broad range of investment opportunities from start-up capital for companies trying to grow their business ("Venture Capital") to management buyouts or leveraged buyouts of established companies ("Buyouts") and investments in companies that have special financing needs because they are in a transition or restructuring phase ("Special Situations").
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

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Morningstar reassess view of Platinum ETF and fund

Changes to the portfolio management team drive a ratings revision.
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Listed Investment Companies monthly performance: March 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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Why LICs may be close to bottoming

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle troughs, and it’s happening to LICs now. That may present a potential opportunity.

Markets

Index
Last price
Change
% Change
All Ordinaries 7,937.50 0.40 -0.01%
CAC 40 8,016.65 75.21 -0.93%
DAX 40 17,917.28 171.42 -0.95%
Dow JONES (US) 38,085.80 375.12 -0.98%
FTSE 100 8,078.86 38.48 0.48%
HKSE 17,284.54 83.27 0.48%
NASDAQ 15,611.76 100.99 -0.64%
Nikkei 225 37,628.48 831.60 -2.16%
NZX 50 Index 11,920.71 25.72 -0.22%
S&P 500 5,048.42 23.21 -0.46%
S&P/ASX 200 7,683.00 0.50 -0.01%
SSE Composite Index 3,052.90 8.08 0.27%

Market Movers

Name
Last price
Change
% Change
Zip Co Ltd ZIP 1.15 0.07 -5.74%
The Star Entertainment Group Ltd SGR 0.40 0.02 -3.61%
Base Resources Ltd BSE 0.25 0.03 11.11%
Cleanaway Waste Management Ltd CWY 2.71 0.30 -9.97%
Macmahon Holdings Ltd MAH 0.26 0.01 2.00%
Tabcorp Holdings Ltd TAH 0.73 0.01 -1.35%
Chalice Mining Ltd CHN 1.16 0.13 -10.12%
Stockland Corp Ltd SGP 4.39 0.07 -1.57%
Droneshield Ltd DRO 0.84 0.10 -10.22%
Scentre Group SCG 3.16 0.05 -1.56%