Partners Group Global Multi-Asset Fund

Pre-Trade Check — AAPL

BUY 100 shares at USD 120
7 July 2026 · Prepared by Pre-Trade Check Agent

Pre-Trade Check — AAPL

Proposed trade: BUY 100 shares of Apple Inc. (AAPL) at USD 120 per share. Trade value used for this check: USD 12,000. Internal portfolio files do not contain AAPL, so issuer sector and geography were resolved using fallback company data.

Trade summary

Direction
BUY
Proposed instruction
Quantity
100 shares
Entered by PM
Price
USD 120
Per share
Trade value
USD 12,000
Used as entered; no FX conversion provided
Trade and classification details
FieldValueSource
TickerAAPLPM instruction
IssuerApple Inc.Fallback company data
IndustryConsumer electronicsFallback company data
CountryUnited StatesFallback company data
Region mappingOther (Global/Selective)Mapped from internal geographic targets
Internal asset class mappingUnavailableInternal holdings file does not classify AAPL
Internal policy bucket mappingUnavailableCo-investment / secondary / dry powder status not in internal files for AAPL

Compliance checks

Category results

Summary by check category
CategoryResultCauseNotes
Single portfolio companyPASSNot caused by this tradeAAPL post-trade weight is immaterial versus 8.0% cap
Single sector / industryFLAGInternal classification unavailableFallback sector used; no evidence this trade causes >35.0% sector concentration
Single geography / countryFAILPre-existingUnited States / Other bucket remains outside internal geographic limits pre-trade
Co-investment poolFLAGInternal classification unavailableNo internal bucket mapping for AAPL
Secondary / continuation fundFLAGInternal classification unavailableNo internal bucket mapping for AAPL
Dry powder commitmentsFLAGInternal classification unavailableNo internal bucket mapping for AAPL
Asset class allocationFLAGInternal classification unavailableAAPL not mapped to a fund strategy in the internal holdings file
Geographic allocationFAILPre-existingOther (Global/Selective) is already above 3.0% max before the trade; buy increases that exposure marginally
Sector exclusionsPASSNot caused by this tradeFallback industry 'Consumer electronics' does not match listed exclusions
Liquidity reservePASSNot caused by this tradeCash reduction from this trade is immaterial relative to 3.0%–12.0% range

Concentration checks

Pre-trade and post-trade concentration review
LimitThresholdPre-tradePost-tradeResultCause
Single portfolio company8.0% max0.00% (AAPL absent)0.00%+PASSTrade does not cause breach
Single sector / industry35.0% maxUnavailable for AAPL sectorUnavailable for AAPL sectorFLAGFallback sector used; internal aggregation unavailable
Single geography / country25.0% maxUSA exposure already present in 'Other' bucketMarginally higherFAILPre-existing geographic breach remains
Co-investment pool5.0% maxUnavailableUnavailableFLAGInternal classification unavailable
Secondary / continuation fund20.0% max24.14%24.14% or higher if mapped thereFAILPre-existing breach
Dry powder commitments30.0% maxUnavailableUnavailableFLAGInternal classification unavailable

Allocation checks

Asset class and geography allocation checks
Policy areaPolicy rangePre-trade statusPost-trade statusResultCause
Direct Equity / Buyout35.0%–55.0%Pre-existing breachUnresolved for this tradeFLAGAAPL strategy mapping unavailable
Secondaries & Continuation10.0%–25.0%Pre-existing breachUnresolved for this tradeFLAGAAPL strategy mapping unavailable
Growth Equity & Expansion10.0%–20.0%Pre-existing breachUnresolved for this tradeFLAGAAPL strategy mapping unavailable
Credit & Debt5.0%–15.0%Within rangeUnresolved for this tradeFLAGAAPL strategy mapping unavailable
Real Estate & Infrastructure5.0%–20.0%Within rangeUnresolved for this tradeFLAGAAPL strategy mapping unavailable
Liquidity Reserves & Cash3.0%–12.0%Within rangeWithin rangePASSTrade size immaterial
Other (Global/Selective)0.0%–3.0%Pre-existing breachStill breachedFAILTrade increases already-breached bucket
DACH40.0%–55.0%Pre-existing breachStill breachedFAILPre-existing
Rest of Western Europe30.0%–40.0%Pre-existing breachStill breachedFAILPre-existing
UK & Ireland4.0%–10.0%Within rangeWithin rangePASSNot affected
Nordic5.0%–12.0%Pre-existing breachStill breachedFAILPre-existing
Southern Europe & Iberia2.0%–7.0%Pre-existing breachStill breachedFAILPre-existing

Pre-existing issues noted

Pre-existing hard breaches from internal portfolio files
AreaStatus from source file
Single position concentrationSAP 9.19% > 8%; Vonovia 8.08% > 8%
Geographic allocationDACH 80.7% > 55% max
Geographic allocationOther 3.3% > 3% max
Geographic allocationRest of Western Europe 7.0% < 30% min
Geographic allocationNordic 0% < 5% min
Geographic allocationSouthern Europe 0% < 2% min
Asset class allocationBuyout 12.9% < 35% min
Asset class allocationSecondaries 25.6% > 25% max
Asset class allocationGrowth Equity 36.4% > 20% max