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PineBridge Global Dynamic Asset Allocation Y USD

Ranked 45 out of 62 in - Balanced USD over 12 months
All calculations are in GBP unless stated

Managed by

Michael J. Kelly

US equity veteran Michael J. Kelly is Global Head of Asset Allocation & Manager Research at PineBridge Investments where he joined in 2010. Michael has served a wide range of roles in the industry such as Economic Researcher at Townsend-Greenspan, Equity Researcher and Chair of the US Asset Allocation Committee at JP Morgan and Head of North American Equities at AIG Investments. As a graduate of Wharton School of Business, Michael has an MBA in Finance & Investments. He is a CFA charterholder. Away from the office, he enjoys golf, travelling and skiing.

Objective

To seek long-term capital appreciation by identifying new and changing worldwide economic and investment trends and investing in assets in developed countries and Emerging Markets by taking a forward view of fundamental economic and market conditions across the globe.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Balanced USD over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.5%
2018 -4.9% -4.1% 3.8% 3.1% -7.4%
2017 4.7% 2.8% -1.7% -0.2% 3.8%
2016 18.2% -1.3% 7.1% 6.7% 4.8%
2015 4.9% 9.2% -6.9% -3.1% 6.3%
2014 10.4% 0.0% 0.7% 3.5% 6.0%
2013 8.0% 10.9% -3.2% -2.2% 2.9%
2012 6.4% 6.4% -1.5% 0.8% 0.7%
2011 -6.7% 0.0% 0.6% -10.7% 3.9%
2010 11.8% 7.2% -7.4% 6.9% 5.3%
2009 9.8% -7.3% -1.2% 17.3% 2.1%
2008 6.2% -2.3% -0.6% -2.4% 12.0%
2007 9.4% 0.9% 1.5% 3.5% 3.2%
2006 -1.7% 2.7% -6.4% 1.5% 0.8%
2005 16.8% 0.4% 4.7% 5.6% 5.2%
2004 0.6% -1.4% -0.9% -0.4% 3.3%
2003 7.1% 1.2% 5.0% 0.6% 0.2%
2002 -16.5% -0.6% -9.4% -10.9% 4.1%
2001 -5.1% -2.0% 1.2% -7.3% 3.4%
2000 4.0% 1.5% 3.3% -0.8% 0.1%
1999 14.4% 5.3% 3.1% -4.0% 9.7%
1998 14.8% 6.2% 1.8% -5.6% 12.6%
1997 8.8% -0.8% 8.0% 6.3% -4.5%
1996 1.6% 4.5% 1.3% 1.4% -5.4%
1995 19.4% -3.6% 7.7% 8.9% 5.5%
1994 -8.6% -3.7% -4.3% 0.7% -1.5%
1993 9.9% 3.6% 1.1% 3.4% 1.5%
1992 24.4% 6.2% -5.4% 7.2% 15.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Hong Kong
  10. Ireland
  11. Italy
  12. Luxembourg
  13. Macau
  14. Netherlands
  15. Norway
  16. Singapore
  17. Taiwan
  18. United Kingdom

Fund Info

  • Launch date06/11/1991
  • Share Class size1,008Mn
  • Base currencyUSD
  • ISIN IE0007357332

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

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