India’s equity market offers a rich set of opportunities for global investors – from long-established enterprises to highly innovative companies on the frontiers of global change.
Partner with PineBridge to access this diverse market through a highly selective strategy.
The Indian equity market has recouped most of the losses suffered at the onset of the Covid-19 pandemic. We see opportunities in this environment, and we look for well-managed companies that can deploy large sums of capital efficiently including select information technology, pharmaceutical, financial, consumer and housing-related companies.
Indian companies power many of the world’s vital industries. Learn about the rich opportunities across the over 4,500 listed companies, representing a wide range of sectors and industries, in India.
Portfolio of 30-50 stocks exhibiting compelling growth potential5
Stable investment team with a long track record
5-star Morningstar Overall Rating (Share Class Y)6
1 As of 30 September 2021.
2 These awards include: Fund Selector Asia Awards, Hong Kong 2019 and 2020; Gold Winner, Regional/Single Country Emerging Market Equity; Fund Selector Asia, as of January 2019. For the award methodology, please visit: https://fundselectorasia.com/winners-of-the-fsa-fund-awards-in-hong-kong-are/2/ Last accessed 23 March 2021; Thomson Reuters Lipper Fund Awards, Singapore 2018; Best Fund Over 10 Years, Equity India, Awarded to PineBridge India Equity A USD. Based on the highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five, or 10 years. For a detailed explanation, please review the Lipper Leaders methodology document on https://lipperalpha.financial.thomsonreuters.com/lipper (Last accessed 23 March 2021). BENCHMARK Best-in-Class for India Equity Category, Hong Kong Retail and Professional Class, 2020, announced December 2020. For methodology, please visit: https://2020.benchmark.exchange/awards-asset-management/mutual-funds-methodology/categories/top-fund-awards/ Last accessed 24 March 2021.
3 As of 30 September 2021.
4 As of 30 September 2021. India-based team members provide nonbinding advisory services to PineBridge Investments Asia Limited.
5 As of 30 September 2021.
6 Morningstar Rating™ Source: Morningstar Essentials™. Copyright ©2021 Morningstar, Inc. All Rights Reserved. Morningstar Rating as of 30 June 2021 in the INDIA EQUITY Morningstar Category. Morningstar Performance ratings shown reflect Share Class A and Y performance shown unless noted otherwise.
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.
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 India Equity 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: On 29 March 2011, the investment policy of the Fund was changed to allow the Fund to invest in unregulated collective investment schemes. The performance for the years on or before 2010 was achieved under circumstances that no longer apply.