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FairHorizon Orange
O23-A

Pinebridge Global Funds - PineBridge Global Focus Equity Fund

Global developed market large cap-biased equities. Active bottom-up focused strategy with concentrated portfolio.

About the Fund

Data as of

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 Global Focused Equity Fund is an actively managed fund seeking to achieve growth at a reasonable price by investing in global equity markets with no geographic, market cap or currency constraints. The fund runs a bottom-up focused approach to invest in companies with a growth potential as exhibited via superior and sustainable earnings performance, and are reasonably priced as determined by conventional measures, such as price-earnings or by comparison to other companies in the same market and the same industry. The fund runs a concentrated portfolio of >35 holdings.

Performance

Price Performance – Maximum Period

The FairHorizon Context

Investment-Time-Horizon in years

0 - 22 - 44 - 7 7 - 1010 - 1515+
Expected long-term return
2 - 4% p.a.
Expected volatility
3 - 5% p.a.

Building Block Returns

Pinebridge Global Funds - PineBridge Global Focus Equity Fund

Ann. return (3-year):
19.12%
Ann. return (5-year):
11.09%
Ann. return (10-year):
12.82%
Ann. Standard Deviation (5-year):
16.85%

This fund represents active exposure to global developed markets large cap-biased equities.

Benchmark Returns

SPDR MSCI All Country World UCITS ETF

Ann. return (3-year):
22.50%
Ann. return (5-year):
11.44%
Ann. return (10-year):
12.76%
Ann. Standard Deviation (5-year):
14.46%
Link to the Funds FairSheet

FairHorizon Benchmark Returns

Dimensional Funds PLC - World Allocation 80/20 Fund

Ann. return (3-year):
17.21%
Ann. return (5-year):
8.23%
Ann. return (10-year):
Ann. Standard Deviation (5-year):
12.49%
Link to the Funds FairSheet

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

SHARING OUR PASSION FOR INVESTMENTS FAIRSHEET  Pinebridge Global Funds - PineBridge Global Focus Equity Fund  Page 1/2

Why we prefer this fund

Relevance of strategy

This fund represents active exposure to global developed markets large cap-biased equities.

Differentiated portfolio

The fund focuses on a bottom-up investment approach to look for companies with superior and sustainable earnings, and reasonably priced.

Historical maximum drawdown & recovery time

Max drawdown (since inception)
-56.59%
Recovery Period
1773 Days

Diversification

Top 10 Holdings

  • NVIDIA Corp7.79%
  • Alphabet Inc Class A Common Sh6.41%
  • Microsoft Corp5.26%
  • Union Pacific Corp4.66%
  • Bank of America Corp4.11%
  • Meta Platforms Inc Class A3.62%
  • Broadcom Inc3.55%
  • Eaton Corp PLC3.54%
  • Keyence Corp3.30%
  • Motorola Solutions Inc3.24%

Sectors

  • Industrials31.25%
  • Technology25.67%
  • Health Care11.47%
  • Financials11.35%
  • Communications10.03%
  • Consumer Staples4.34%
  • Consumer Discretionary3.20%
  • Materials2.68%

Geography

  • U.S.A.64.20%
  • Japan7.64%
  • Ireland6.33%
  • United Kingdom5.45%
  • Netherlands4.51%
  • Switzerland3.65%
  • France2.68%
  • Denmark2.56%
  • Belgium1.86%
  • Germany1.13%

Frequently asked questions

What is the Pinebridge Global Funds - PineBridge Global Focus Equity Fund?
The Pinebridge Global Funds - PineBridge Global Focus Equity Fund is a actively managed fund in the Global Equities - Core asset class, managed by PineBridge Investments. Global developed market large cap-biased equities. Active bottom-up focused strategy with concentrated portfolio.
What is the Pinebridge Global Funds - PineBridge Global Focus Equity Fund's FairHorizon classification?
Das Family Office classifies this fund as FairHorizon Orange, meaning it is suitable for investors with a 10–15 years investment horizon. growth-oriented equity allocation
What is the total expense ratio (TER) of the Pinebridge Global Funds - PineBridge Global Focus Equity Fund?
The Pinebridge Global Funds - PineBridge Global Focus Equity Fund has a total expense ratio of 1.12% per annum. The maximum recommended portfolio share is 70%.
What is the ISIN of the Pinebridge Global Funds - PineBridge Global Focus Equity Fund?
The ISIN of the Pinebridge Global Funds - PineBridge Global Focus Equity Fund share class tracked by Das Family Office is IE0004896431.
What are the historical returns of the Pinebridge Global Funds - PineBridge Global Focus Equity Fund?
As of the most recent month-end, the Pinebridge Global Funds - PineBridge Global Focus Equity Fund has delivered 3-year annualised total return of 19.12%, 5-year annualised total return of 11.09%, 10-year annualised total return of 12.82%. Past performance is not indicative of future results.
Is the Pinebridge Global Funds - PineBridge Global Focus Equity Fund accumulating or distributing?
The tracked share class (Y Acc USD) is Accumulating — income is automatically reinvested into the fund.
When was the Pinebridge Global Funds - PineBridge Global Focus Equity Fund launched?
The Pinebridge Global Funds - PineBridge Global Focus Equity Fund was incepted on 1999-01-07.