With disciplined selectivity, this is a fertile hunting ground to capture forward-looking and innovative companies that could potentially be the Asian blue chips of tomorrow.
Partner with PineBridge to access this diverse market through a highly selective strategy.
We are unconstrained, bottom-up stockpickers with global research resources to uncover hidden opportunities across sectors and markets.
Our time-tested approach has captured compelling opportunities at various stages of market cycles.
With over 30 years of industry experience, Elizabeth Soon leads an on-the-ground team in Asia with an average of 15 years of experience. The Fund and the team have been recognized by leading industry organizations2.
The extreme equity market volatility in recent days may be attributed to a host of factors: most notably the coronavirus pandemic, but also falling oil prices and geopolitical tensions, among others. With the exception of the former, these factors have seen ebbs and flows, and are not new to investors. Therefore, the correction in the global equity markets appears somewhat excessive, in our view. While Europe and the US are now experiencing coronavirus-induced shutdowns, there is enough evidence on the ground that supply is gradually coming back online in Asia in general, and in China in particular. The big question now is: will demand chug along given the spread of the virus?
Small- and mid-sized companies make up the majority of listed companies in Asia ex-Japan. Watch now to hear how the region’s small cap asset class is a rich ground for investment opportunities.
Portfolio of 60-100 stocks
Award-winning track record1,2
5-star Morningstar Overall Rating (Share Class A)3
1 PineBridge Asia ex Japan Small Cap Equity Fund (Class A and Class Y) has outperformed benchmark in 3 Years, 5 Years, and since inception. The inception date of the Fund is 1 September 1994. Source: Pinebridge Investments, as of 31 December 2021. The Fund performance is calculated net of fees on NAV to NAV in USD with dividends reinvested. Returns over one year are annualized. Past performance is not indicative of future results.
2 The Fund and the team have been recognized by FundSuperMart Hong Kong4, Citywire5, Lipper6, and Sauren.7
3 Morningstar Rating™ Source: Morningstar Essentials™. Copyright ©2021 Morningstar, Inc. All Rights Reserved. Morningstar Rating as of 31 December 2021, PineBridge Asia Ex Japan Small Cap Equity Fund in the ASIA EX JAPAN SMALL / MID-CAP EQUITY Morningstar Category. Morningstar Performance ratings shown reflect the share class performance shown unless noted otherwise.
4 Source: FundSuperMart Hong Kong, May 2018. Supplementary Portfolio - Asia Ex-Japan Small and Medium Companies Category. Awarded to PineBridge Asia ex Japan Small Cap Equity Fund Class A USD. Based on the actual returns over various periods of time, expense ratio, and risk. Other qualitative criteria may also be used. For details of methodology, please visit: https://secure.fundsupermart.com/fsm/download/attachments/fundmethodology.pdf. Last accessed 23 March 2021.
5 Source: Citywire, as of 30 April 2019. Elizabeth Soon was plus rated by Citywire on 36-month risk-adjusted performance for the period 30 April 2016 - 30 April 2019. Please visit https://citywire.co.uk/funds-insider/manager/elizabeth-soon/d1357?periodMonths= for further details. Source: Citywire Asia, announced in March 2020. Pinebridge was recognized with Singapore Best Fund Group Awards: Best equity group for Asia Pacific Small & Medium Companies and Hong Kong Best Fund Group Awards: Best equity group for Asia Pacific Small & Medium Companies .For details of the awards, please visit: https://citywireasia.com/news/citywire-asia-awards-2020-winners-singapore-best-fund-groups/a1328127#i=11 (Singapore Best Fund Group Awards) and https://citywireasia.com/news/citywire-asia-awards-2020-winners-hong-kong-best-fund-groups/a1328106#i=11 (Hong Kong Best Fund Group Awards) . For details of methodology, please visit: https://citywireasia.com/news/citywire-asia-awards-2020-methodology/a1322337. Last accessed 23 March 2021.
6 The award is announced by Lipper Fund Awards Hong Kong 2019. The award is based on the 10-year fund performance as of 31 Dec 2018, under Equity Asia Pacific ex Japan category. For details of methodology, please visit https://www.lipperfundawards.com/Awards/HongKong/2019/Methodology/114/Methodology_2019. Last accessed 23 March 2021.
7 Source: Sauren, awarded in July 2018 and September 2020. Awarded to Elizabeth Soon for excellent fund management in the category Equity Asia Small Caps. Based on Sauren's qualitative analysis. For details of methodology, please visit https://www.sauren.de/media/sauren-golden-awards-2018_brochure.pdf and https://www.sauren.de/media/sauren-fund-manager-rating-2020_brochure.pdf Last accessed 23 March 2021.
Hong Kong
