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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.

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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 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):
19.10%
Ann. return (5-year):
11.44%
Ann. return (10-year):
12.88%
Ann. Standard Deviation (5-year):
16.87%

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):
19.93%
Ann. return (5-year):
10.65%
Ann. return (10-year):
12.24%
Ann. Standard Deviation (5-year):
14.33%
Link to the Funds FairSheet

FairHorizon Benchmark Returns

Dimensional Funds PLC - World Allocation 80/20 Fund

Ann. return (3-year):
15.12%
Ann. return (5-year):
7.92%
Ann. return (10-year):
—
Ann. Standard Deviation (5-year):
12.44%
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 Corp7.45%
  • Alphabet Inc Class A Common Sh5.20%
  • Microsoft Corp5.18%
  • Union Pacific Corp4.54%
  • Bank of America Corp4.07%
  • Eaton Corp PLC3.69%
  • Honeywell International Inc3.61%
  • Aramark3.46%
  • Meta Platforms Inc Class A3.38%
  • Motorola Solutions Inc3.29%

Sectors

  • Industrials32.63%
  • Technology25.80%
  • Health Care12.29%
  • Financials11.71%
  • Communications8.57%
  • Consumer Discretionary3.32%
  • Consumer Staples3.25%
  • Materials2.42%

Geography

  • U.S.A.66.32%
  • Japan6.51%
  • Ireland6.48%
  • United Kingdom5.54%
  • Netherlands4.40%
  • Denmark2.67%
  • France2.42%
  • Switzerland2.31%
  • Belgium2.23%
  • Germany1.10%