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Pinebridge India Equity A USD

Ranked 24 out of 24 in - India 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 seeks to achieve capital growth by investing in companies listed on stock exchanges in India or closely related to the economic development and growth of India.

Showing fund performance in Hong Kong View performance globally

Performance

India over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 15.4% -0.4% 1.6%
2016 1.7% 0.5% 4.4% 5.1% -7.8%
2015 4.0% 8.3% -1.1% -1.0% -2.0%
2014 56.0% 12.4% 17.7% 10.3% 7.0%
2013 -5.9% -6.5% -6.4% -3.7% 11.8%
2012 18.2% 19.6% -12.3% 12.7% 0.0%
2011 -30.5% -7.4% 2.7% -15.0% -14.1%
2010 21.4% 10.5% 1.1% 8.2% 0.5%
2009 96.4% -1.2% 54.5% 18.5% 8.6%
2008 -56.1% -25.0% -18.6% -7.8% -22.1%
2007 77.8% -4.9% 26.5% 17.6% 25.7%
2006 40.4% 25.0% -13.3% 14.1% 13.5%
2005 5.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date12/09/2005
  • Share Class size1,540Mn
  • Base currencyUSD
  • ISIN IE00B0JY6M65

Purchase Info

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

Charges

  • Annual management1.30%

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