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Important Risk Disclosure
  • The Fund invests primarily in equity and equity-related securities in global markets and may be exposed to additional risks (e.g. equity, market volatility, portfolio concentration, country selection, Eurozone debt crisis and investment in Russia risks, 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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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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Investment involves risks. 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 in Hong Kong.

This marketing document relates to PineBridge Global Funds (the “Fund”) and its Sub-Fund PineBridge Global Focus Equity Fund (the “Sub-Fund”). The Fund is an open-ended umbrella unit trust with segregated liability between sub-funds established and authorised in Ireland as an undertaking for collective investment in transferable securities (UCITS) pursuant to the European Communities (Undertakings for Collective Investment in Transferable Securities) Regulations, 2011 (S.I. No. 352 of 2011) as amended and authorised by the Central Bank of Ireland.

Material change to the Sub-Fund: From inception, the benchmark of the Sub-Fund was the MSCI All Country World Daily Total Return Net Index. On 1 March 2011, the benchmark of the Sub-Fund was changed to MSCI World Index Daily Total Return Net Index. Such change was made because such benchmark was considered more reflective of the Sub-Fund`s investment strategy and it had become the industry standard for the relevant exposure. From 10 February 2014 to 26 October 2016, the benchmark of the Sub-Fund was changed to the MSCI All Country World Index (ACWI) as it was more reflective of the Sub-Fund''s investment strategy and country allocation and in particular, it includes exposure to emerging markets. With effect from 27 October 2016, the benchmark of the Sub-Fund was changed to MSCI All Country World Index (ACWI) Daily Total Return Net because the Investment Managers of the Sub-Fund reasonably consider that such benchmark is more reflective of the Sub-Fund’s investment strategy than the previous benchmark. On 19 February 2013, PineBridge Investments Europe Limited was appointed as co-investment manager to manage the Sub-Fund in tandem with the existing investment manager, PineBridge Investments LLC.