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You are here: Manager factsheet

Caroline Loke

PineBridge Investments Ltd IRL
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Manager profile
Caroline Loke joined PineBridge Investments in 2013 and is Portfolio Manager for the firm’s Asia ex-Japan large-cap equity and Singapore equity strategies. Within PineBridge Ms. Loke also served as an Investment Analyst responsible for ASEAN equity research, specializing in Singapore and Thailand stocks. With over 10 years of experience producing investment research across the Asia Pacific ex-Japan markets, Ms. Loke brings the firm extensive experience in fundamental stock analysis across the full market capitalization spectrum. Ms. Loke is based in Hong Kong and reports to Elizabeth Soon, Managing Director and Head of Asia ex-Japan Equities. Prior to joining PineBridge, Ms. Loke worked at Treasury Asia Asset Management (TAAM), later acquired by Nikko Asset Management, as an Investment Analyst for five years covering Asia Pacific ex-Japan equities and then later specializing in the region’s Consumer and Technology sectors. Before TAAM, Ms. Loke was an Equity Analyst at Fat Prophets, an Australian independent research firm based in Sydney, where she was responsible for providing research and analysis for Australian equities. Prior to that, she was an Equity Client Service Officer at Commonwealth Securities (Commsec) in Sydney, where she provided clients with essential and accurate financial market information as well as facilitated buying and selling of shares. Ms. Loke holds a Master of Commerce Degree in Fund Management from the University of New South Wales, and a Bachelor of Engineering Degree in Computer System Engineering from the University of Technology Sydney.
Total return for Caroline Loke
Discrete calendar year performance : Caroline Loke

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Caroline Loke -6.2 6.6 -8.5 -23.8 46.8 0.8 -2.2 - - -
Peer Group Composite 0.3 4.9 -3.6 -6.4 28.8 -5.6 -0.9 - - -
Over / Under -6.5 1.7 -4.9 -17.4 18.0 6.4 -1.3 - - -
Performance vs peer group composite: Caroline Loke
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
3 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
PineBridge Asia ex Japan Equity Lead manager FO Equity - Asia Pacific ex Japan since Jun 01 2018 to present
PineBridge Asia Dynamic Asset Allocation Co-managed FO Mixed Asset - Flexible since Jun 01 2018 to present
Funds managed previously
Fund Periods
No previously managed funds
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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