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An All-Weather Strategy

Volatility is inevitable in any market. What PineBridge’s multi-asset strategies can offer is dynamic asset allocation that helps smoothen returns for investors over time so they can reach their investment goals despite the market’s ups and downs.

Time-tested, dynamic investment approach

Protects the portfolio during downturns and maximize upside participation

Flexible global

Seeks returns from a universe of over 80 asset classes across equity, fixed income and alternatives

Track Record Spanning Market Cycles

As seasoned multi-asset investors, the team has managed the strategy across market cycles

Access PineBridge’s feature in this year’s Adviser’s Big Day Out (ABDO) event where Mary Nicola, Portfolio Manager, Global Multi-Asset and Michael Bowen, Business Development cover: three major post-pandemic themes driving global multi asset classes over the next five years, features and benefits of dynamic asset allocation and multi-asset investing and holistic portfolio construction blending dynamic asset allocation objectives for better outcomes.

ABDO 2020 -
The Pandemic Playbook: To QE Infinity and Beyond

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The Evolution of Portfolio Construction: How Dynamic Multi-Asset Strategies Can Participate and Protect Throughout Market Cycles

The Evolution of Portfolio Construction The Evolution of Portfolio Construction

This paper demonstrates how a dynamic multi-asset strategy can effectively navigate market cycles and offer options on how to blend outcome-based products into traditional relative return risk profiles.

Download the Paper


The Evolution of Portfolio Construction

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Basics, Implementation and Choosing the Right Partner

Sunny Ng, portfolio manager of Global Multi-Asset, gives us an insider’s view on how dynamic multi-asset works across different market cycles.

A Primer to Multi-Asset Investing

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This Fund is appropriate for investors with “High” risk and return profiles. A suitable investor for this Fund is prepared to accept high risk in the pursuit of capital growth with a medium to long investment timeframe. Investors should refer to the Target Market Determination (TMD) (Class I / Class R) for further information.

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Market and economic risk: Market risk represents the risk of adverse movements in markets (including asset prices, volatility, changes in yield curve, changes in interest rates or other market variables) impacting upon assets held by the Fund. Certain events may have a negative effect on the price of all types of investments within a particular market. These events may include changes in economic, social, technological or political conditions, as well as market sentiment, the causes of which may include changes in governments or government policies, political unrest, wars, terrorism, pandemics and natural, nuclear and environmental disasters. The duration and potential impacts of such events can be highly unpredictable, which may give rise to increased and/or prolonged market volatility.

Liquidity risk: There is a risk that a particular position will not be able, or will not easily be able, to be unwound or offset at or near the previous market price, due to inadequate market depth or to disruptions in the marketplace. The lack of liquidity may have an adverse effect on the market value of such investments and the Fund’s ability to dispose of the investments in a timely fashion and for a fair price, as well as its ability to take advantage of market opportunities. There is also a risk that the Fund may become illiquid. If this were to happen, the Responsible Entity could not process withdrawal requests and could only give effect to withdrawals in accordance with the Corporations Act. The Class Units are not listed and there is not expected to be a secondary market.

Emerging markets securities risk: Investing in companies (and governments) of emerging or less developed countries may involve greater risks than comparable investments in developed countries, including without limitation, risks with respect to expropriation, nationalisation, and general social, political and economic instability.

Currency risk: The securities held by the Class may be denominated in currencies different from its base currency. As a result, the Class may be affected favourably or unfavourably by exchange control regulations or changes in the exchange rates between such base currency and other currencies.

Fixed income securities risk: The value of fixed income securities will change in response to fluctuations in interest rates and credit quality, which may result in losses to the Class.

Equity securities risk: The value of equity and equity-related securities will be affected by economic, political, market, and issuer-specific changes. Such changes may adversely affect securities, regardless of company specific performance.

High yield bonds and bank loans risk: High yield bonds and leveraged loans generally have lower credit ratings (or no credit ratings in some cases) and are subject to greater risk of loss of principal and interest than investment-grade bonds and loans.

Legal risk: The Class may be affected by actions of governments and regulatory bodies. Legislation (including legislation relating to tax) or regulation may be changed or introduced which may have an impact on the Class or on its investments.

Class Units and Fund risk: Risks particular to the Class Units may include the termination of the Class or the Fund, the fees and expenses could change, and the Responsible Entity may retire or be removed. There is also a risk that the Manager could change. The success of the Manager’s trading and the investment performance is to a large degree dependent upon the services of its senior portfolio management team. The loss of the services of these individuals could result in the Manager’s inability to trade effectively for the Class' accounts. In addition, there is no guarantee that any of the current employees of the Manager will continue to work with the Manager in the future.

Class risk: The Class has been established as a separate class of units in the Fund. As the assets are held on trust for all investors, there is a risk that investors of one class, may be exposed to liabilities of another class of units and they could lose some or all of their investment in the Class. There is also a risk that in the event of an insolvency, the assets of the Class could be made available to creditors of another class of units in respect of the Fund.

Derivative risk: The Class may use derivatives to hedge overall risk in the portfolio and implement the investment strategy in a cost-effective manner and enhance returns. Derivative transactions may be subject to significant volatility which may result in a loss greater than the principal amount invested. Short selling risk: The Class may establish short positions in securities by use of derivatives. Taking short positions in an asset involves a higher level of risk than buying an asset as the loss with short positions is unlimited (i.e. there is no upper limit on the price of the asset).

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1 Source: Chief Investment Officer Industry Innovation Awards 2018 winner for asset management and servicing in the multi-asset category. The CIO Industry Innovation Awards are split into two general categories: asset management/servicing and asset owners. The CIO editorial team makes the final decisions as to finalists and eventual winners with input from their awards Advisory Board, as well as surveys and data where applicable. CIO Industry Innovation award methodology: https://www.ai-cio.com/events/2018-cio-awards-dinner/?pid=me&eday=2. Last accessed 24 March 2021.

Awards are for reference only. It is not indicative of the actual performance of the funds. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. A more detailed disclosure of the criteria used in making these rankings is included in the footnotes for each award.

Following recent amendments to the Corporations Act; where you have provided us with your email address, we will now send notices of meetings, other meeting-related documents and annual financial reports (each a “Communication”) to you electronically unless you elect to receive these in physical form and notify us of this election.

You have the right to elect whether to receive some or all of these Communications in electronic or physical form and the right to elect not to receive annual financial reports at all. You also have the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.