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PineBridge US Large Cap Research Enhanced Y USD

Ranked 55 out of 256 in - US over 36 months
All calculations are in EUR 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 Fund seeks to achieve capital growth by investing at least 90% in companies whose assets, products or operations are based in the United States or included in the Russell 1000 Index. Up to 10% of the value of the Fund may be invested in other companies which have a US Stock Exchange listing.

Showing fund performance in Luxembourg View performance globally

Performance

US over : 31/08/2015 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.7% 8.2%
2017 7.0% 4.6% -4.3% 1.7% 5.2%
2016 13.5% -4.1% 3.0% 2.9% 11.6%
2015 9.6% 12.5% -2.8% -7.9% 8.9%
2014 27.8% 2.5% 4.7% 8.6% 9.7%
2013 28.2% 13.4% 1.5% 0.8% 10.4%
2012 14.9% 9.9% 1.9% 4.7% -1.9%
2011 5.2% 0.8% -1.6% -8.6% 16.1%
2010 21.5% 12.3% -2.5% -1.7% 13.0%
2009 20.2% -7.3% 10.1% 9.3% 7.7%
2008 -34.1% -17.2% -2.9% 2.4% -20.0%
2007 -5.5% -0.5% 3.3% -3.3% -5.0%
2006 3.4% 1.2% -6.4% 7.5% 1.6%
2005 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date25/08/2005
  • Share Class size125Mn
  • Base currencyUSD
  • ISIN IE00B0JY6J37

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0.00%

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