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PineBridge Asia ex Japan Small Cap Equity Y USD

Ranked 25 out of 43 in - Asia Pacific Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

Elizabeth Soon

Elizabeth Soon holds a bachelor’s degree in accountancy from the National University of Singapore and an MBA from Manchester Business School in the UK. Prior to joining PineBridge in 2008, Elizabeth was director and head of the Pacific Basin for Standard Life Investments Asia, where she was responsible for the management of the group's Asian funds. She also spent ten years at Schroder Investment Management in Hong Kong, where she was director and head of Asia ex-Japan. Her investment experience began at a predecessor firm of Allianz Global Investors, as portfolio manager and market specialist focused on Malaysia, Singapore, Indonesia, and Taiwan. Elizabeth is also a CFA charterholder and a board director of the Hong Kong Society of Financial Analysts.

Objective

The Sub-Fund aims to grow value of your investment over the long term by investing the majority of its assets in shares or related instruments, such as securities that are convertible into shares, warrants that give the holder the right to buy shares of companies whose assets, products or operations are located in the Asian Region. At least 50% of the Sub-Fund's assets will be invested in companies with a market value of less than USD 1.5 billion i.e. small to medium sized companies this percentage limitation applies at the time of purchase.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Asia Pacific Small & Medium Companies over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.5%
2017 35.5% 13.0% 3.4% 8.9% 6.5%
2016 5.1% -0.5% 2.3% 9.9% -6.0%
2015 2.7% 4.8% 9.2% -12.6% 2.8%
2014 10.5% 3.0% 10.6% -1.0% -2.0%
2013 20.1% 7.5% -0.5% 4.0% 8.0%
2012 31.8% 14.2% -7.1% 14.9% 8.2%
2011 -17.0% -0.9% 2.7% -23.2% 6.3%
2010 19.9% 3.6% -7.0% 18.5% 5.0%
2009 101.1% 0.8% 44.2% 17.4% 17.8%
2008 -59.8% -21.8% -3.4% -30.3% -23.6%
2007 14.6% 9.7% 12.9% 3.5% -10.6%
2006 43.0% 12.1% -0.1% 5.6% 20.9%
2005 30.0% 8.3% 3.5% 9.4% 5.9%
2004 14.0% 9.7% -11.9% 5.6% 11.7%
2003 69.1% -2.8% 21.6% 23.2% 16.2%
2002 -3.1% 19.8% -10.6% -16.2% 7.8%
2001 10.9% 3.1% 5.0% -19.5% 27.2%
2000 -39.8% 6.4% -23.6% -11.1% -16.7%
1999 96.7% 2.9% 68.6% -11.7% 28.4%
1998 -3.5% 13.9% -25.5% -9.5% 25.7%
1997 -41.7% 3.2% 4.7% -18.2% -34.1%
1996 18.1% 9.2% 2.2% -0.2% 6.0%
1995 5.4% -8.6% 12.4% 7.1% -4.2%
1994 -8.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Hong Kong
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Macau
  10. Netherlands
  11. Singapore
  12. Spain
  13. Switzerland
  14. Taiwan
  15. United Kingdom

Fund Info

  • Launch date01/09/1994
  • Share Class size73Mn
  • Base currency
  • ISIN IE0003895277

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).