CONTACT US
EN DE
FairHorizont Blau
B19-A

PineBridge Asia Pacific Investment Grade Bond Fund

Asia investment grade diversified bonds (mainly corporates). Active strategy with a concentrated portfolio.

Das Family Office logo PDF herunterladen

Über den Fonds

Daten zum

PineBridge Investments is a subsidiary of MetLife Investment Management (MIM) that is in turn the institutional business of the Metropolitan Life Insurance Company (MetLife), a leading global insurance, annuities and employee benefit programs provider. PineBridge offers active, high conviction investment solutions across equities, fixed income, multi-asset and alternatives. PineBridge and MIM in combination manages over US$700bn of assets.

The PineBridge Asia Pacific Investment Grade Bond Fund is an actively managed bond fund seeking to outperform the JP Morgan Asia Pacific Credit Investment Grade Total Return Index. The fund aims to provide stable return and long-term capital growth through investing in a wide range of mainly USD investment grade debt securities within the Asia Pacific region across all maturities. The fund uses a focused investment process built on fundamentals, valuations and technical framework. The fund runs a concentrated portfolio of >120 holdings.

Wertentwicklung

Preisentwicklung – Maximaler Zeitraum

Das FairHorizont-Konzept

Anlagezeithorizont in Jahren

0 - 22 - 44 - 7 7 - 1010 - 1515+
Erwartete Langfristrendite
2 - 4% p.a.
Erwartete Volatilität
3 - 5% p.a.

Bausteinrenditen

PineBridge Asia Pacific Investment Grade Bond Fund

Ann. Rendite (3 J.):
5.62%
Ann. Rendite (5 J.):
1.76%
Ann. Rendite (10 J.):
—
Ann. Standardabweichung (5 J.):
5.33%

This fund represents an active approach for exposure to the Asia Pacific investment grade bond market segment of primarily corporate exposures.

Benchmark-Renditen

iShares $ Asia Investment Grade Corp Bond UCITS ETF

Ann. Rendite (3 J.):
5.93%
Ann. Rendite (5 J.):
—
Ann. Rendite (10 J.):
—
Ann. Standardabweichung (5 J.):
—

FairHorizont-Benchmark-Renditen

Dimensional Funds PLC - World Allocation 20/80 Fund

Ann. Rendite (3 J.):
7.83%
Ann. Rendite (5 J.):
3.72%
Ann. Rendite (10 J.):
—
Ann. Standardabweichung (5 J.):
4.13%
Link zum Fonds-FairSheet

The Dimensional World Allocation 20/80 Fund is our FAIRHORIZON Blue reference benchmark solution that has 20% global developed equities and 80% global investment grade short-to-medium maturity bonds for global high quality bonds-like returns and volatility.

MIT LEIDENSCHAFT FÜR INVESTMENTS FAIRSHEET™  PineBridge Asia Pacific Investment Grade Bond Fund  Seite 1/2

Warum wir diesen Fonds bevorzugen

Relevance of strategy

This fund represents an active approach for exposure to the Asia Pacific investment grade bond market segment of primarily corporate exposures.

Historischer maximaler Drawdown & Erholungszeit

Max. Drawdown (seit Auflage)
-18.06%
Erholungsperiode
676 Tage

Diversifizierung

Bonitätsrating

  • Aaa2.43%
  • Aa7.13%
  • A44.27%
  • Baa27.01%
  • Others19.16%

Sektoren

  • Corporate75.14%
  • Government-Related19.33%
  • Treasury5.53%

Geographie

  • Japan26.88%
  • Australia15.28%
  • Singapore12.95%
  • South Korea11.22%
  • U.S.A.7.58%
  • Cayman Islands6.05%
  • India3.88%
  • Indonesia3.27%
  • Philippines2.86%
  • Thailand2.61%
  • Hong Kong2.45%
  • Others4.96%