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PineBridge Asia ex Japan Small Cap Equity Y USD

Ranked 2 out of 20 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 Fund seeks long-term capital appreciation by investing in smaller to medium-sized companies whose assets, products or operations are based in the Asian Region, with at least 50% of the Fund invested in companies whose free float adjusted market capitalisation at the time of purchase is less than USD 1.5 billion.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Asia Pacific Small & Medium Companies over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.6% -0.5% 5.5%
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 -2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/09/1994
  • Share Class size78Mn
  • Base currencyUSD
  • ISIN IE0003895277

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

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