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PineBridge Asia Pacific Investment Grade Bond Fund

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

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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 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.

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 Asia Pacific Investment Grade Bond Fund

Ann. return (3-year):
5.44%
Ann. return (5-year):
1.75%
Ann. return (10-year):
—
Ann. Standard Deviation (5-year):
5.33%

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

Benchmark Returns

iShares $ Asia Investment Grade Corp Bond UCITS ETF

Ann. return (3-year):
5.63%
Ann. return (5-year):
—
Ann. return (10-year):
—
Ann. Standard Deviation (5-year):
—

FairHorizon Benchmark Returns

Dimensional Funds PLC - World Allocation 20/80 Fund

Ann. return (3-year):
7.18%
Ann. return (5-year):
3.55%
Ann. return (10-year):
—
Ann. Standard Deviation (5-year):
4.10%
Link to the Funds 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.

SHARING OUR PASSION FOR INVESTMENTS FAIRSHEET™  PineBridge Asia Pacific Investment Grade Bond Fund  Page 1/2

Why we prefer this fund

Relevance of strategy

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

Historical maximum drawdown & recovery time

Max drawdown (since inception)
-18.06%
Recovery Period
676 Days

Diversification

Credit Rating

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

Sectors

  • Corporate72.31%
  • Government-Related21.17%
  • Treasury6.52%

Geography

  • Japan26.43%
  • Australia15.42%
  • Singapore12.27%
  • South Korea9.25%
  • U.S.A.7.28%
  • Cayman Islands6.62%
  • Indonesia4.27%
  • India4.26%
  • Philippines3.50%
  • Hong Kong3.05%
  • Thailand2.64%
  • Others5.01%