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Important Risk Disclosure
  • PineBridge India Equity Fund (the “Fund”) invests primarily in equity and equity-related securities of companies listed on stock exchanges in India or closely related to the economic development and growth of India, and may be exposed to additional risks (e.g. equity, emerging markets, market volatility, country concentration and Indian exchange control risks, and risk associated with Indian taxation for investments made through a Mauritian subsidiary, etc.).
  • The Fund may use financial derivative instruments (“FDI”) for hedging purposes only but will not use FDI extensively for any purposes. 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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Access Vibrant Growth Opportunities in India

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.

Leverage a long track record In India

PineBridge’s India equity strategy has navigated market cycles for 14 years1, turning valuable insights into growth.

Capture opportunities across the entire market

Our time-tested proprietary process and fundamental stock picking approach is without benchmark constraints, capturing opportunities across the universe.

Award-winning fund with experienced on-the-ground team2

The team has an average of 18 years of experience3 and includes a seven-member team in India4 making it well positioned to identify key inflection points.

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Featured Insight

Indian Equities: Macro Counts What Can Be Counted, Micro Counts What Should Be Counted

The current weakness in macroeconomic and high-frequency data out of India is a well-recognized fact. Credit growth is weak, inflation is rising, electricity demand remains low (despite a January turnaround), and manufacturing growth is stagnating – the data don’t look encouraging. However, as long-time investors in India, we offer a different (and simple) perspective: while investors should rightly take these macro factors into account when considering investments, they should be careful not to draw inferences beyond what the data are saying. With that in mind, let’s look at several concerns that could have a bearing on the outlook for Indian companies.


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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.

Vibrant Investment Opportunities in India

Featured Fund

PineBridge India Equity Fund

 


ESG Investment

Portfolio of 30-40 stocks exhibiting compelling growth potential5


Stewardship

Stable investment team with a long track record



5-star Morningstar Overall Rating (Share Class Y)6

 

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1 As of 30 June 2020.
2 These awards include: Fund Selector Asia Awards, Hong Kong 2019; 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 30 June 2020); 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 30 June 2020).
3 As of 30 June 2020.
4 As of 30 June 2020. India-based team members provide nonbinding advisory services to PineBridge Investments Asia Limited.
5 As of 30 June 2020.
6 Morningstar Rating™ Source: Morningstar Essentials™. Copyright © 2020 Morningstar, Inc. All Rights Reserved. Morningstar Rating as of 30 June 2020 in the INDIA EQUITY Morningstar Category. Morningstar Performance ratings shown reflect the share class 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.