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PineBridge Asia ex Japan Small Cap Equity Y USD

Ranked 7 out of 23 in - Asia Pacific Small & Medium Companies over 12 months
All calculations are in EUR 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 Luxembourg View performance globally

Performance

Asia Pacific Small & Medium Companies over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 19.0% 11.4% -3.1% 5.1% 4.9%
2016 8.3% -5.1% 4.9% 8.6% 0.1%
2015 14.4% 18.0% 5.3% -12.8% 5.6%
2014 25.8% 3.0% 11.3% 7.3% 2.3%
2013 15.0% 10.4% -1.7% -0.2% 6.1%
2012 29.8% 11.3% -2.5% 13.3% 5.6%
2011 -14.2% -6.3% 0.5% -17.0% 9.9%
2010 28.3% 9.8% 2.8% 6.3% 6.9%
2009 94.8% 5.5% 36.5% 12.6% 20.1%
2008 -57.7% -27.9% -2.8% -21.8% -22.8%
2007 3.4% 8.7% 11.2% -1.7% -13.1%
2006 27.9% 9.3% -5.4% 6.6% 16.1%
2005 49.7% 13.3% 11.1% 9.8% 8.3%
2004 5.8% 12.6% -11.0% 3.4% 2.1%
2003 40.7% -6.6% 15.6% 21.5% 7.2%
2002 -17.8% 22.3% -21.0% -16.2% 1.5%
2001 16.9% 9.5% 9.6% -25.1% 30.1%
2000 -35.8% 11.4% -23.7% -3.4% -21.8%
1999 130.5% 12.0% 76.5% -14.5% 36.5%

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 size73Mn
  • Base currency
  • ISIN IE0003895277

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1

Related News

AAA-rated Soon: smartphone ‘fever’ obscures top tech bets

PineBridge’s Elizabeth Soon says component companies are the way to go when investing in global mega-trends.

The top five risk-adjusted female fund managers revealed

On International Women’s Day, Citywire Selector showcases the five female fund managers boasting the best performance regardless of sector.

Asian equity star Soon: three plays to tap China's landmark shake-up

PineBridge's Citywire AAA-rated regional specialist believes there are still opportunities to tap but managers must be aware of bubbles.

Asia Pacific power players: three fund managers on the rise

Citywire Global uncovers a pair of small-cap specialists and a Taiwanese equity expert lighting up the ratings this month.

Asian equity star: battle for China’s smartphone market is hotting up

Citywire AA-rated Elizabeth Soon believes major players will struggle to crack the underpenetrated market as local firms up their game.

The era of ‘cheap China’ is over, says AA-rated Soon

Small-cap specialist is seeking ways to tap growth in high-end manufacturing driven by returning students and engineers.

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