New fund launch by Partners Group
Partners Group has launched a new fund aimed providing investors access to global private equity investments normally only made available to large institutional investors.
The new product, the Partners Group Global Value Fund, is aimed at small-to-medium institutional and individual investors. Equity Trustees has been appointed as the responsible entity.
Commenting on the product, Partners Group head of private equity Stephen Schali said fund invested wholly into the Partners Group Global Value SICAV, which had a four-year track record to August in which it had returned 17.3 per cent, significantly out-performing global listed markets.
"Our strategy is to diversify over the years by buying historic vintages and mature portfolios to create a more stable cash flow," Schali said. "We also employ a dynamic asset allocation that allows us to take advantage of secondary opportunities during down cycles, where prices vary and the number of sellers fluctuates too."
He said initial discussions over the past six months had generated strong interest from high net worth investors, private banks and select dealer groups.
Recommended for you
Compared to four years ago when the divide between boutique and large licensees were largely equal, adviser movements have seen this trend shift in light of new licensees commencing.
As ongoing market uncertainty sees advisers look beyond traditional equity exposure, Fidante has found adviser interest in small caps and emerging markets for portfolio returns has almost doubled since April.
CoreData has shared the top areas of demand for cryptocurrency advice but finds investors are seeking advisers who actively invest in the asset themselves.
With regulators ‘raising the bar’ on retirement planning, Lonsec Research and Ratings has urged advisers to place greater focus on sequencing and longevity risk as they navigate clients through the shifting landscape.

