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Pinebridge Global Funds - American Equity Y

Ranked 331 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Sheedsa Ali

Born in Hyderabad, India and now based in New York, Sheedsa Ali is a senior vice president and quantitative analyst at Pinebridge Investments. Ali began working at the company in 2005, having attended Rennselaer Polytechnic Institute and Carnegie Mellon University. Ali is co-manager on the Pinebridge Global Funds - US Large Cap Research Enhanced Fund which she has managed since its inception in 2007. When not in the office, Ali enjoys cinema and the theatre.

Kate Faraday

Kate Faraday is a senior vice president and portfolio manager at Pinebridge Investments. Faraday joined the company in 2007 and is now co-manager on the firm’s Pinebridge Global Funds - US Large Cap Research Enhanced Fund. The fund holds large-cap US equities and is run with a focus on quantitative measures. Before joining Pinebridge, Faraday worked for KR Capital Advisors for four years as an equity trader, as well as spending six years as a client associate for Merrill Lynch. Faraday received an Executive MBA from the Zarb School of Business, Hofstra University and enjoys the cinema, theatre and skiing outside of fund management.

Objective

The investment objective of the Sub-Fund is to attain long term growth of capital by means of a diversified portfolio through investment in equity and equity-related securities of companies at least 90% of which have assets, products or operations based in the United States or are included in the Russell 1000 Index. Up to 10% of the value of the Sub- Fund may be invested in other companies which have a US Stock Exchange listing.

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

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.8% 1.8% 5.1%
2016 10.5% 1.1% 0.4% 4.1% 4.7%
2015 -0.2% 1.6% 0.8% -7.4% 5.3%
2014 12.4% 2.0% 4.3% -0.1% 5.7%
2013 31.2% 10.3% 1.9% 5.3% 10.9%
2012 12.2% 13.1% -5.3% 5.2% -0.4%
2011 -1.3% 5.0% 0.2% -15.5% 11.1%
2010 13.3% 4.4% -10.8% 10.5% 10.2%
2009 27.9% -8.7% 15.0% 16.7% 4.4%
2008 -34.9% -8.4% -1.3% -8.7% -21.1%
2007 5.7% 1.2% 5.5% 2.8% -3.7%
2006 9.2% 2.5% -3.2% 4.9% 4.9%
2005 4.6% -3.3% 0.9% 4.8% 2.3%
2004 4.5% 0.8% 0.0% -4.6% 8.6%
2003 25.7% -3.7% 14.9% 3.2% 10.1%
2002 -28.5% -3.0% -16.7% -15.9% 5.2%
2001 -11.5% -10.2% 4.8% -16.0% 11.9%
2000 -2.3% 3.9% -0.2% 0.8% -6.5%
1999 26.4% 3.6% 11.9% -5.2% 15.1%
1998 -1.7% 7.4% -3.4% -23.2% 23.5%
1997 29.0% -3.3% 11.1% 23.3% -2.5%
1996 19.8% 2.3% 3.9% 4.1% 8.3%
1995 14.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Hong Kong
  4. Ireland
  5. Luxembourg
  6. Macau
  7. Netherlands
  8. Sweden
  9. Taiwan
  10. United Kingdom

Fund Info

  • Launch date05/06/1984
  • Share Class size262Mn
  • Base currencyUSD
  • ISIN IE0000018873

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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