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Capital at Risk

All investments involve risk. The value of your investment and the income from it will fluctuate and a loss of capital may occur.

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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 15 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 19 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 Equity Outlook: From Survival to Revival

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.


Read More

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

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Related Insights

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Important Benchmark Information

The Sub-Fund is actively managed, seeking to deliver excess returns over the Sub-Fund’s benchmark. The holdings may or may not be components of the benchmark and the Investment Manager has broad discretion to deviate from the benchmark securities, weightings and risk characteristics. The degree to which the Sub-Fund resembles the composition and risk characteristics of the benchmark is not a specifically targeted outcome and could vary over time, and the Sub-Fund’s performance may be meaningfully different from the Sub-Fund’s benchmark.

Key Risks

Potential Investors should consider the following key risks before investing in the Sub-Fund:

Equity Investing Risk: The value of shares and securities related to shares may fall due to issuer related issues, financial market dynamics and world events including economic and political changes.

Concentration Risk: The Sub-Fund may invest in a limited number of securities compared to more diversified Sub-Funds or it may focus its investments and hold relatively large positions in, among other things, particular industries, countries, sectors, currencies or issuers. This may increase the volatility of the value of the Sub-Fund or for the Sub-Fund to bear losses and may also limit the liquidity of certain securities within the Sub-Fund.

Derivative Risk: A Sub-Fund may use derivative instruments for both efficient portfolio management and for investment purposes. Derivative transactions may be subject to significant volatility which may result in a loss greater than the principal amount invested.

Counterparty Risk: A Sub-Fund may have credit exposure (by virtue of position in swaps, repurchase agreements, FDI etc.) to its trading parties and may bear the risk of default of the counterparties.

Operational Risk: A Sub-Fund may risk loss resulting from process failures, inadequate procedures or controls.
Liquidity Risk: The risk that the Sub-Fund may invest some of their assets in illiquid securities and other illiquid financial instruments, in respect of which they may not always be possible to execute a buy or sell order at the desired price or to liquidate the open positon.

Currency Risk - Base Currency: Securities may be denominated in currencies different from the Sub-Fund's Base Currency and there is a risk that changes in exchange rates and exchange control regulations may cause the value of the assets expressed in the Base Currency to rise or fall.
Emerging Markets Risk: Emerging markets are typically smaller, less transparent, and subject to evolving, less stable political and regulatory regimes and securities from these markets may be more expensive to transact in, bear higher risk or have lower liquidity.

Emerging Markets Risk: Emerging markets are typically smaller, less transparent, and subject to evolving, less stable political and regulatory regimes and securities from these markets may be more expensive to transact in, bear higher risk or have lower liquidity.

Counterparty Risk – Depositary and Sub-Custodians: Custody services in many emerging markets remain undeveloped and there is a transaction and custody risk of dealing in emerging market investments.

Liquidity Risk: The risk that the Sub-Fund may invest some of their assets in illiquid securities and other illiquid financial instruments, in respect of which they may not always be possible to execute a buy or sell order at the desired price or to liquidate the open positon.

The risk factors described above should not be considered an exhaustive list of risks, which potential investors should consider before investing in the Sub-Fund. For more details on the fund’s potential risks please read the Prospectus and Key Investor Information Document at pinebridge.com/funds

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1 As of 30 June 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 June 2021.
4 As of 30 June 2021. India-based team members provide nonbinding advisory services to PineBridge Investments Asia Limited.
5 As of 30 June 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.