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Important Risk Disclosure
  • PineBridge Global Dynamic Asset Allocation Fund (the “Fund”) adopts an asset allocation strategy, varying from time to time the combination of developed countries and emerging market equity securities, debt and money market securities, collective investment schemes and the other types of investments in line with the Manager`s forward views.
  • The Fund may be exposed to additional risks (e.g. asset allocation, emerging markets, equity, fixed income, collective investment schemes, market volatility, currency, country selection/concentration, below investment grade debt securities, investment in Russia, Eurozone debt crisis, sovereign debt, contract for difference risks, and risk associated with instruments with loss-absorption features, etc.)
  • The Fund may use financial derivative instruments (“FDI”) for efficient portfolio management (including hedging) and for investment purposes but will not use FDI extensively for any purpose. FDI may be used to provide exposure to and to take synthetic short positions on securities. 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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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 diversification

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

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

Featured Fund

PineBridge Global Dynamic Asset Allocation Fund

Designed to dynamically respond to different market conditions

Dual objectives: growth and downside protection

Award-winning strategy1

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Related Information

Our growth source comes primarily from opportunistically selecting about 10 to 15 high-conviction markets. We are committed to results for our client portfolios, and allocate flexibly across passive, enhanced, and internal or external active strategies, whichever our manager research reveals should add the most value.”

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Related Insights

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1 Source: Chief Investment Officer Industry Innovation Awards 2018 winner for asset management and servicing in the multi-asset category. CIO Industry Innovation award methodology: https://www.ai-cio.com/events/2018-cio-awards-dinner/?pid=me&eday=2. Last accessed 13 February 2020; Institutional Investor, The PineBridge Global Dynamic Asset Allocation Strategy was named the top 2015 U.S. Investment Manager within the Balanced/Global Tactical Asset Allocation category by Institutional Investor, announced May 2015. The Institutional Investor US Investment Management Awards winners were chosen from a short-list of top-performing managers across a range of investment strategies identified by the magazine’s editorial and research teams in consultation with eVestment. More than 1,000 leading U.S. pension plans, foundations, endowments and other institutional investors were also surveyed and voted for the top-performing managers in each strategy over the past year. Investment Management award methodology: click here. Last accessed 13 February 2020; and BENCHMARK, announced Jan 2016. The award (Investment Manager of the Year (MPF), Best-In-Class in Aggressive Allocation) is granted to PineBridge as an investment manager in this asset class. For details of methodology, please visit: www.fundasia.net. Last accessed 13 February 2020.

Awards are for reference only. It is not indicative of the actual performance of the funds. Third-party rankings from rating publications are no guarantee of future investment success. 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. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor, and are part of a process in which not all advisors elect to participate. A more detailed disclosure of the criteria used in making these rankings is included in the footnotes for each award. Information contained in this material is based on sources we believe to be accurate as of the date indicated. No representation or warranty is made. We reserve the right to revise any information at any time without prior notice.

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Investment involves risk. Past performance is not indicative of future performance. Investors should refer to the offering documents for details, including risk factors. This material is issued by PineBridge Investments Asia Limited, a company incorporated in Bermuda with limited liability, and has not been reviewed by the Securities and Futures Commission.

PineBridge Global Dynamic Asset Allocation Fund (the “Fund”) is a sub-fund of PineBridge Global Funds, an Irish domiciled UCITS umbrella fund, authorized and regulated by the Central Bank of Ireland. PineBridge Investments is a group of international companies that provide investment advice and market asset management products and services to clients around the world. PineBridge Investments is a registered trademark proprietary to PineBridge Investments IP Holding Company Limited.

Material Change to the Fund: Since inception to 26 October 2016, the benchmark of the Fund was a blended index of 60% of the MSCI World Daily Total Return Net Index and 40% of the FTSE World Broad Investment Grade (non-MBS) Index. With effect from 27 October 2016, the benchmark of the Fund was changed to a blended index of 60% of the MSCI All Country World Index (ACWI) Daily Total Return Net and 40% of the FTSE World Government Bond Index (Total Return). Such change was made because the Investment Manager of the Fund reasonably considers that such benchmark is more reflective of the Fund’s investment strategy than the previous benchmark. The Fund was formed as a successor fund to AIG Balanced World Fund plc (the “Company”) following a scheme of amalgamation with the Company and was launched on 7 April 2006. On 19 February 2013, PineBridge Investments LLC is appointed as co-investment manager to manage the Fund in tandem with the existing investment managers, PineBridge Investments Europe Limited and PineBridge Investments Asia Limited. On 25 September 2018, PineBridge Investments Japan Co., Ltd was appointed as a sub-investment manager by PineBridge Investments Asia Limited.