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Capital at Risk

All investments involve risk. The value of your investment and the income from it will fluctuate and a loss of capital may occur.

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Differentiated All Cap Access to Global Alpha

Differentiated All-Cap Access to Global Alpha

Focused, bottom-up stock selection drives our alpha resulting in top holdings that diverge from the benchmark, as well as from those of other managers in the competitive universe. Our approach is backed by a proven, proprietary investment process that uniquely assesses companies by their stage of growth rather than sector, and focuses on identifying gradual, positive change in companies over time.

Differentiated All Cap Access to Global Alpha
Differentiated All Cap Access to Global Alpha

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Differentiated alpha exposure, with low correlation to the broad active equity universe of managers, and a proven track record of excess return versus the MSCI ACWI and peers1

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An emphasis on company ESG criteria is factored into our core assessment of stocks considered for the portfolio

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Backed by a proven investment process and supported by an experienced global team, we produce a differentiated focused portfolio of global stocks we believe are mispriced based on their business and ESG improvement potential

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1Morningstar, as of quarter ending 31 March 2022. The Fund delivered returns higher than the benchmark (MSCI All Country World Index (ACWI) Daily Total Return Net), over 3 years. The Fund delivered returns higher than the peers (Peer Group: Morningstar Global Large-Cap Blend Equity Universe) in one-, three-, five- and 10-year periods. Fund performance is reflective of Share Class Y USD. The Fund performance is calculated net of fees in USD with dividends reinvested. Past performance does not guarantee future results.

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Important Benchmark Information

The Sub-Fund is actively managed, seeking to deliver excess returns over the Sub-Fund’s benchmark. The holdings may or may not be components of the benchmark and the Investment Manager has broad discretion to deviate from the benchmark securities, weightings and risk characteristics. The degree to which the Sub-Fund resembles the composition and risk characteristics of the benchmark is not a specifically targeted outcome and could vary over time, and the Sub-Fund’s performance may be meaningfully different from the Sub-Fund’s benchmark.

Key Risks

Potential Investors should consider the following key risks before investing in the Sub-Fund:

Equity Risk: The value of shares and securities related to shares may fall due to issuer related issues, financial market dynamics and world events including economic and political changes.

Market Volatility Risk: All types of investments and all markets are subject to market volatility based on prevailing economic conditions. Price trends are determined mainly by financial market trends and by the economic development of the issuers, who are themselves affected by the overall situation of the global economy and by the economic and political conditions prevailing in each country. As securities may fluctuate in price, the value of your investment may go up and down.

Investment Loss Risk: Investments may decline in value and investors should be prepared to sustain a total loss of their investment.

FDI Risk: The prices of FDI can be highly volatile. In addition, the use of FDI also involves certain special risks depending on the type of FDI, including but not limited to correlation risk, counterparty credit risk, legal risk, settlement risk, margin risk, as well as other possible risks that may arise.

Country Selection Risk: A portfolio’s performance is often derived from its allocations to certain countries. These allocations may present greater opportunities and potential for capital appreciation, but may subject the fund to higher risks of loss.

Emerging Market Risk: Emerging markets are typically smaller, less transparent and subject to evolving, less stable political and regulatory regimes.

The risk factors described above should not be considered an exhaustive list of risks, which potential investors should consider before investing in the Sub-Fund. For more details on the fund’s potential risks please read the Prospectus and Key Investor Information Document at pinebridge.com/funds