With disciplined selectivity, this is a fertile hunting ground to capture forward-looking and innovative companies that could potentially be the Asian blue chips of tomorrow.
Partner with PineBridge to access this diverse market through a highly selective strategy.
The extreme equity market volatility in recent days may be attributed to a host of factors: most notably the coronavirus pandemic, but also falling oil prices and geopolitical tensions, among others. With the exception of the former, these factors have seen ebbs and flows, and are not new to investors. Therefore, the correction in the global equity markets appears somewhat excessive, in our view. While Europe and the US are now experiencing coronavirus-induced shutdowns, there is enough evidence on the ground that supply is gradually coming back online in Asia in general, and in China in particular. The big question now is: will demand chug along given the spread of the virus?
Small- and mid-sized companies make up the majority of listed companies in Asia ex-Japan. Watch now to hear how the region’s small cap asset class is a rich ground for investment opportunities.
1 PineBridge Asia ex Japan Small Cap Equity Fund (Class A and Class Y) has outperformed benchmark in YTD, 1 Year, 2 Years, 3 Years, 4 Years, 5 Years, 6 Years, 7 Years, 8 Years, 9 Years, 10 Years, and Since Inception. The inception date of the Fund is 1 September 1994. Source: Pinebridge Investments, as of 30 September 2020. The Fund performance is calculated net of fees on NAV to NAV in USD with dividends reinvested. Returns over one year are annualized. Past performance is not indicative of future results.
2 The Fund and the team have been recognized by FundSuperMart Hong Kong4, BENCHMARK5 (Share Class Y), Citywire6, Lipper7, Sauren8 and Investment Week9.
3 Morningstar Rating™ Source: Morningstar Essentials™. Copyright © 2020 Morningstar, Inc. All Rights Reserved. Morningstar Rating as of 30 September 2020, PineBridge Asia Ex Japan Small Cap Equity Fund in the ASIA EX JAPAN SMALL / MID-CAP EQUITY Morningstar Category. Morningstar Performance ratings shown reflect the share class performance shown unless noted otherwise.
4 Source: FundSuperMart Hong Kong, May 2018. Supplementary Portfolio - Asia Ex-Japan Small and Medium Companies Category. Awarded to PineBridge Asia ex Japan Small Cap Equity Fund Class A USD. Based on the actual returns over various periods of time, expense ratio, and risk. Other qualitative criteria may also be used. For details of methodology, please visit: https://secure.fundsupermart.com/fsm/download/attachments/ fundmethodology.pdf. Last accessed 25 March 2020.
5 Source: Benchmark, awarded in December 2016. BENCHMARK Fund of the Year Awards 2016, Hong Kong. Best-in-Class, Asia ex Japan Small /Mid Cap Equity category, Top Mutual Funds, Professional Class. Awarded to PineBridge Asia ex Japan Small Cap Equity Fund (Share Class Y). Based on 1-year, 3-year & 5-year return weighting between the period 1 October 2015 to 30 September 2016. For details of methodology, please visit: https://www.fundawards.asia/hk/methodology/. Last accessed 25 March 2020.
6 Source: Citywire, as of 30 April 2019. Elizabeth Soon is plus rated by Citywire on 36-month risk adjusted performance for the period 30 April 2016 - 30 April 2019. Please visit https://citywire.co.uk/funds-insider/manager/elizabeth-soon/d1357?periodMonths= for further details. Source: Citywire Asia, announced in March 2020. Pinebridge was recognized with Singapore Best Fund Group Awards: Best equity group for Asia Pacific Small & Medium Companies and Hong Kong Best Fund Group Awards: Best equity group for Asia Pacific Small & Medium Companies .For details of the awards, please visit: https://citywireasia.com/news/citywire-asia-awards-2020-winners-singapore-best-fund-groups/a1328127#i=11 (Singapore Best Fund Group Awards) and https://citywireasia.com/news/citywire-asia-awards-2020-winners-hong-kong-best-fund-groups/a1328106#i=11 (Hong Kong Best Fund Group Awards) . For details of methodology, please visit: https://citywireasia.com/news/citywire-asia-awards-2020-methodology/a1322337. Last accessed 25 March 2020.
7 The award is announced by Lipper Fund Awards Hong Kong 2019. The award is based on the 10-year fund performance as of 31 Dec 2018, under Equity Asia Pacific ex Japan category. For details of methodology, please visit https://www.lipperfundawards.com/Awards/HongKong/2019/Methodology/114/Methodology_2019. Last accessed 25 March 2020.
8 Source: Sauren, awarded in July 2018. Awarded to Elizabeth Soon for excellent fund management in the category Equity Asia Small Caps. Based on Sauren's qualitative analysis. For details of methodology, please visit https://www.sauren.de/media/sauren-golden-awards-2018_brochure.pdf. Last accessed 25 March 2020.
9 Source: Investment Week, as of June 2019. The judging process consisted of a rigorous qualitative and quantitative assessment, with the shortlisted funds screened for their performance track record and relative risks management over a three-year period to 31 December 2018 under Asia Pacific ex Japan category. For details of the awards and methodology, please visit: http://www.fmya.com/static/finalists and http://www.fmya.com/static/methodology, last accessed 25 March 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.
Past performance may not be a reliable guide to future performance. Investment involves risks including the possible loss of principal amount invested. The value of the units in the Fund and the income accruing to the units, if any, may fall or rise. The Fund may use or invest in financial derivatives for efficient portfolio management and hedging purposes. PineBridge Asia ex Japan Small Cap 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 and registered as a recognised scheme under the Securities and Futures Act (Cap 289) in Singapore. The manager of the Fund, PineBridge Investments Ireland Limited (the “Manager”), has appointed PineBridge Investments Singapore Limited (“PBIS”) as its representative in Singapore. We are not soliciting or recommending any action based on this material. Investors should seek professional advice, and read the prospectus and the product highlights sheet, available from PBIS or any of its appointed distributors, for further details including the risk factors, before investing. This is not intended to be a recommendation to buy or sell a security or an indication of the holdings of any portfolio or an indication of performance for the subject company/issuer.