Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

PineBridge Asia ex Japan Small Cap Equity Y USD

Ranked 11 out of 26 in - Asia Pacific Small & Medium Companies over 12 months
All calculations are in USD 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 invests 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 Singapore View performance globally

Performance

Asia Pacific Small & Medium Companies over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.5% -2.0% -3.6%
2017 35.5% 13.0% 3.4% 8.9% 6.5%
2016 5.1% -0.5% 2.3% 9.9% -6.0%
2015 2.7% 4.8% 9.2% -12.6% 2.8%
2014 10.5% 3.0% 10.6% -1.0% -2.0%
2013 20.1% 7.5% -0.5% 4.0% 8.0%
2012 31.8% 14.2% -7.1% 14.9% 8.2%
2011 -17.0% -0.9% 2.7% -23.2% 6.3%
2010 19.9% 3.6% -7.0% 18.5% 5.0%
2009 101.1% 0.8% 44.2% 17.4% 17.8%
2008 -59.8% -21.8% -3.4% -30.3% -23.6%
2007 14.6% 9.7% 12.9% 3.5% -10.6%
2006 43.0% 12.1% -0.1% 5.6% 20.9%
2005 30.0% 8.3% 3.5% 9.4% 5.9%
2004 14.0% 9.7% -11.9% 5.6% 11.7%
2003 69.1% -2.8% 21.6% 23.2% 16.2%
2002 -3.1% 19.8% -10.6% -16.2% 7.8%
2001 10.9% 3.1% 5.0% -19.5% 27.2%
2000 -39.8% 6.4% -23.6% -11.1% -16.7%
1999 96.7% 2.9% 68.6% -11.7% 28.4%
1998 -3.5% 13.9% -25.5% -9.5% 25.7%
1997 -41.7% 3.2% 4.7% -18.2% -34.1%
1996 18.1% 9.2% 2.2% -0.2% 6.0%
1995 5.4% -8.6% 12.4% 7.1% -4.2%
1994 -8.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Hong Kong
  8. Ireland
  9. Italy
  10. Luxembourg
  11. Macau
  12. Netherlands
  13. Norway
  14. Singapore
  15. Slovakia
  16. Spain
  17. Sweden
  18. Switzerland
  19. Taiwan
  20. United Kingdom

Fund Info

  • Launch date01/09/1994
  • Share Class size73Mn
  • Base currencyUSD
  • ISIN IE0003895277

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

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

Related News

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.

Hard work and discipline key for strong performance, says PineBridge's Soon

The PineBridge Investments manager star of the Asia ex-Japan equities market tells Yixiang Zeng how she picks her stocks.

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.

Asian equities will face tough year, says AAA-rated small cap star

Pinbridge Investments fund manager Elizabeth Soon says a variety of factors, including a China slowdown, are preventing markets from calming down. 

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.

Small cap stars: Asia's top five equity managers revealed

Citywire Asia reveals the strongest outperformers in the region's specialist small cap sector over the past three years.

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.

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