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PineBridge Asia ex Japan Small Cap Equity Y USD

Ranked 8 out of 22 in - Asia Pacific Small & Medium Companies over 12 months
All calculations are in GBP 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 in Investment Trust Insider View performance globally

Performance

Asia Pacific Small & Medium Companies over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.0%
2017 23.7% 11.6% -0.5% 5.5% 5.6%
2016 25.4% 2.1% 10.0% 13.1% -1.2%
2015 8.7% 10.0% 3.1% -9.3% 5.6%
2014 17.3% 2.3% 7.8% 4.4% 1.9%
2013 17.9% 15.1% -0.4% -2.6% 5.6%
2012 26.0% 11.0% -5.4% 11.6% 7.5%
2011 -16.3% -3.2% 2.5% -20.9% 6.6%
2010 23.7% 10.3% -5.7% 12.5% 5.7%
2009 79.1% 1.1% 25.5% 20.9% 16.7%
2008 -44.4% -21.7% -3.5% -22.2% -5.3%
2007 12.7% 9.5% 10.3% 2.0% -8.5%
2006 25.4% 11.0% -6.3% 4.6% 15.4%
2005 45.3% 10.1% 9.1% 10.8% 9.2%
2004 6.3% 6.8% -10.7% 5.8% 5.3%
2003 52.1% -1.0% 16.5% 22.3% 7.8%
2002 -12.4% 22.5% -16.4% -18.7% 5.3%
2001 13.8% 8.4% 6.1% -22.9% 28.4%
2000 -35.1% 7.5% -19.5% -9.0% -17.6%
1999 103.1% 6.1% 72.7% -15.5% 31.2%
1998 -4.5% 11.9% -25.2% -11.2% 28.4%
1997 -39.4% 7.6% 3.3% -15.7% -35.3%
1996 7.1% 11.1% 0.4% -0.8% -3.1%
1995 6.2% -12.2% 15.1% 7.6% -2.3%
1994 -7.5%

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

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