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 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
An emphasis on company ESG criteria is factored into our core assessment of stocks considered for the portfolio
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
1Source: Morningstar, as of quarter ending 31 December 2022. The Fund delivered returns higher than the benchmark (MSCI All Country World Index (ACWI) Daily Total Return Net), over one year, three years, five years and since inception. 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.
Portfolio of around 40 stocks exhibiting compelling growth potential
Differentiated alpha exposure versus benchmark/ passive
Stable investment team with a long track record
Rob Hinchliffe, Portfolio Manager and Head of Industry Clusters, shares how the team navigates the latest challenges of the current markets and the longer-term disruptive trends on the horizon.
This is a marketing communication. This is not a contractually binding document. Please refer to the Prospectus of the Fund and to the Product Highlights Sheet and do not base any final investment decision on this communication alone.
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.
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. This document is issued by PineBridge Investments Singapore Limited (“PBIS”) (Co. Reg. No. 199602054E). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. The Sub-Fund is registered as a recognised scheme under the Securities and Futures Act (Cap 289) in Singapore. The Manager of the Sub-Fund, PineBridge Investments Ireland Limited has appointed PBIS as its representative in Singapore.
There can be no assurance the Sub-Fund investment objective will be achieved or that there will be a return on capital.
Investment involves risks including the possible loss of principal amount invested. The value of the units in the Sub-Fund and the income accruing to the units, if any, may fall or rise. The Sub-Fund may use or invest in financial derivatives for efficient portfolio management and hedging purposes. Past performance is not indicative of future returns. No benchmark is directly comparable to the investment objectives, strategy or universe of a Sub-Fund. The performance of a benchmark shall not be indicative of the past or future performance of any Sub-Fund.
Before making any investment decision, you should seek professional advice and read the Prospectus of the Fund and Sub-Fund, available in English, as well as the Product Highlights Sheet for further details including the risk factors, before investing. These documents, as well as the latest annual and semi-annual reports, can be accessed free of charge from PineBridge Investments Singapore Limited or its distributors/local agents.
The Manager may determine to terminate any arrangements made for marketing the Units in one or more jurisdictions in accordance with the UCITS Directive, as may be amended from time to time.
Investors and potential investors can obtain a summary of investor rights and information on access to collective redress mechanisms at www.pinebridge.com/investorrights.
Singapore
