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PineBridge Japan Equity A USD

Ranked 9 out of 15 in - Japanese Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

Midori Katsumi

Midori Katsumi is a Managing Director at Pinebridge Investments, specialising in Japanese equity funds. Katsumi joined Pinebridge in 2000 from T & D Taiyo Daido Asset Management where she had previously worked as an analyst. Her Pinebridge Global Funds- Japan Small Cap fund, which she has run since inception, is run with a growth at reasonable price strategy. Katsumi holds a degree in Politics from Tokyo's International Christian University and is based in Tokyo, Japan.

Noriko Umino

Noriko Umino is an equity fund manager at PineBridge. She is currently responsible for the PineBridge Global Funds - Japan Sm&Mid Cap Equity fund and prefers an upward cycle market environment for her strategy. Noriko holds a Business Administration degree from Aoyama Gakuin University in Tokyo. She is a chartered member of the Securities Analysts Association of Japan. Based in Tokyo, Noriko enjoys painting and the theatre during her leisure time.

Objective

The Fund seeks to achieve capital growth by investing at least two-thirds of its assets in small to medium sized Japanese companies, whose capitalisation at the time of purchase is within the market cap range of the MSCI Japan Small & Mid Cap Net Index.

Showing fund performance in Singapore View performance globally

Performance

Japanese Small & Medium Companies over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 2.3% -3.6% 0.1%
2017 36.0% 5.6% 8.4% 6.3% 11.8%
2016 -2.2% -1.2% -0.6% 5.6% -5.7%
2015 11.1% 8.5% 2.1% -6.2% 6.9%
2014 0.5% -4.1% 7.7% 0.3% -3.0%
2013 37.7% 17.0% 4.5% 12.7% -0.1%
2012 14.2% 7.4% -0.9% 7.1% 0.1%
2011 -14.1% -4.6% 1.5% -2.5% -8.9%
2010 18.6% 4.7% -1.4% 5.1% 9.2%
2009 5.0% -19.4% 28.3% 6.5% -4.7%
2008 -23.8% -2.9% -4.0% -15.4% -3.5%
2007 -7.7% 0.5% -1.4% -0.8% -6.2%
2006 -15.1% 1.4% -9.0% -6.1% -2.1%

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. Sweden
  14. Switzerland
  15. Taiwan
  16. United Kingdom

Fund Info

  • Launch date19/12/2005
  • Share Class size19Mn
  • Base currencyUSD
  • ISIN IE00B0VPN609

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.30%
  • Initial investment1.30%

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