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PineBridge India Equity Fund - Provident

Ranked 6 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 provide long-term capital appreciation by investing principally in equity and equity-related securities of Indian Companies. For the present purposes, Indian Companies shall mean (i) companies domiciled or with their registered office or primary place of business in India, (ii) holding companies that are predominantly invested in companies domiciled or with their registered office or primary place of business in India, (iii) companies the securities of which are listed or to be listed on any approved stock exchange in India, or (iv) companies with either the predominant part of their business operations or revenues derived or are expected to be derived from 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 15.9% 2.7% 4.9%
2016 7.1% -1.1% 7.2% 7.2% -5.8%
2015 0.1% 2.7% -2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong

Fund Info

  • Launch date14/01/2015
  • Base currencyUSD
  • ISIN HK0000227006

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

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