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You are here: Manager factsheet

Elizabeth Soon

PineBridge Investments Ltd IRL
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Manager profile
Ms. Soon joined the firm in 2008 with extensive experience in managing investment teams and managing Asia equity portfolios. She is responsible for the daily oversight of the Asia ex-Japan Equity team and strategies. Since 2008, Elizabeth has been the portfolio manager of the Asia small/mid cap funds and focused strategies, and chairs the portfolio positioning/asset allocation committee for Asia. She had previously managed institutional and retail Pacific ex-Japan mandates for PineBridge. Prior to joining the organisation, she was Director and Head of the Pacific Basin for Standard Life Investments (Asia) Ltd., where she was responsible for the management of their group's Asian funds and she was a member of the Global Stock and Sector Insights Committee (UK). Ms. Soon also spent ten (10) years at Schroders Investment Management (HK), where she was Director and Head of Asia ex-Japan, responsible for asset allocation and stock selection in Asia, and managing retail unit trusts and large institutional portfolios. At Schroders, she was a member of the Global Asset Allocation Committee and chaired the Far East Asset Allocation Committee. Her investment experience began at the predecessor firm of Allianz Global Investors as portfolio manager and market specialist focusing on ASEAN and Taiwan. Ms. Soon holds an MBA from Manchester Business School, UK and a Bachelor of Accountancy from the National University of Singapore. She is also a CFA charterholder and was a board director of the Hong Kong Society of Financial Analysts for over six (6) years, being actively involved as a panel judge for the annual Regional and Global Research Challenge organised by the CFA Institute.
Total return for Elizabeth Soon
Discrete calendar year performance : Elizabeth Soon

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
Elizabeth Soon -7.6 8.8 -5.8 3.4 29.4 -1.1 4.7 7.3 35.6 -7.0
Peer Group Composite -1.2 16.7 -4.5 6.0 36.6 -7.7 1.2 10.6 32.5 -11.3
Over / Under -6.4 -7.9 -1.3 -2.6 -7.2 6.6 3.5 -3.3 3.1 4.3
Performance vs peer group composite: Elizabeth Soon
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
PineBridge Asia ex Japan Small Cap Equity Lead manager FO Equity - Asia Pacific ex Japan since Sep 01 2008 to present
PineBridge India Equity Lead manager FO Equity - India since Jun 01 2011 to present
Funds managed previously
Fund Periods
abrdn Asian Pacific Growth Equity since Jan 01 2002 to Apr 30 2005
PineBridge Asia ex Japan Equity since Oct 01 2009 to Sep 30 2012
PineBridge SouthEast Asia Small & Mid Cap since Dec 12 2007 to fund close
PineBridge Greater China Equity since Aug 01 2009 to Sep 30 2011
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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