PineBridge Investments – India Equity Fund Review
Fund objective
PineBridge Investments – India Equity Fund aims to provide long-term capital appreciation by investing in equity and equity-related securities of companies listed on stock exchanges in India or closely related to the economic development and growth of India.
Investment Strategy
PineBridge Investments – India Equity Fund seeks to provide long-term capital appreciation by investing in equity and equity-related securities of companies listed on stock exchanges in India or closely related to the economic development and growth of India. It will invest at least two-thirds of its total assets in equities and equity-related securities (excluding convertibles and bonds with warrants attached) of issuers domiciled in or exercising the predominant part of their commercial activities in India. The remaining one-third of its assets may be invested in transferable securities not meeting the above requirements. The Sub-Fund may use FDI for hedging purposes only. It will not use FDI extensively for any purpose.
Who is PineBridge Investments – India Equity Fund suitable for?
PineBridge Investments – India Equity Fund is only suitable for investors who:
- with a medium to long-term investment horizon, as losses may occur due to market fluctuations
- who are looking for investments in equity and equity-related securities of companies listed on stock exchanges in India or closely related to the economic development and growth of India
Dividend or Income payout frequency: N.A.
For additional assessments on product suitability, please obtain professional advice from a qualified Financial Adviser.
What are the key risks of PineBridge Investments – India Equity Fund?
The value of PineBridge Investments – India Equity Fund and its dividends and coupons (if any) may rise or fall. You may lose some or all of your investment depending on the performance of the underlying securities. Factors that may affect the performance of these securities include, without limitation, market risks, fluctuations in interest rates and foreign exchange rates, political instability, exchange controls, changes in taxation and foreign investment policies.
Some of the key risks associated with PineBridge Investments – India Equity Fund are described below:
Market and Credit Risks
- You have exposure to market risks of an equity fund, particularly in the India market
- You are exposed to Emerging Markets risk
- You are exposed to market volatility risk
Liquidity Risks
- The Sub-Fund is not listed on the Singapore Exchange and you can redeem only on Dealing Day
Product-Specific Risks
- You are exposed to India exchange control risk
- You are exposed to FDI risk
- You are exposed to taxation risk
- You are exposed to country concentration risk
Investment Fees and Charges
For a limited time (Until 31 Dec 2023), speak to a MAS licensed licensed financial adviser which has committed to offering our readers a flat 1% Subscription fee (Initial Sale Charge) for all Unit Trust Funds investment.
Learn more about the limited time offer on 1% Initial Sales Charge. Terms and conditions may apply.
Where can I get more details about PineBridge Investments – India Equity Fund
- PineBridge Investments – India Equity Fund Fact Sheet (Open in New Window)
- PineBridge Investments – India Equity Fund Product Highlight Sheet (Open in New Window)
- Speak to a licensed licensed financial adviser
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