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Important Risk Disclosure
  • PineBridge Asia ex-Japan Small Cap Fund (the “Fund”) invests primarily in smaller to medium-sized companies in the Asian region and may be exposed to additional risks (e.g. equity, small and/or mid capitalised companies, emerging markets, market volatility, country selection and liquidity risks, risks associated with Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect etc.).
  • The Fund may use financial derivative instruments (“FDI”) for efficient portfolio management (including hedging) purposes only but will not use FDI extensively for any purpose. The use of FDI may expose the Fund to various risks such as counterparty, liquidity, correlation, credit, volatility, valuation and settlement risks.
  • Dividends, if any, may be paid out of capital of the Fund at the discretion of the Manager. This amounts to a return or withdrawal of part of an investor’s original investment or from any capital gains attributable to that original investment and may result in an immediate decrease in the net asset value of the Fund.
  • Investors may be subject to substantial losses due to investment loss risk and the leveraging effect of using FDI.
  • Investors should not rely solely on this material to make investment decisions.
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Dynamic Growth Opportunities in Asia ex Japan’s Small Cap Universe

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.

Fundamental investment approach

We are unconstrained, bottom-up stockpickers with global research resources to uncover hidden opportunities across sectors and markets.

Proven track record1

Our time-tested approach has captured compelling opportunities at various stages of market cycles.

Award-winning portfolio manager and seasoned team2

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.

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.

Opportunities in Asian Small Caps

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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 28 February 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 30 June 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.