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September 29, 2025
Pacific Asset Management brings in Viewforth Investment Partners team
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September 30, 2025
Global equities continued their positive momentum through the summer, finishing broadly higher across major regions despite continued headline risks.
September 30, 2025
In August, the PCGA Strategy returned +0.60% compared to the benchmark Bloomberg Global Aggregate Corporate Index, which returned +0.75%.
September 30, 2025
August net performance was positive at +0.30%. The dominant factor was the US Non-Farm Payrolls data at the beginning of the month. It contained negative revisions to the previous 2 months of 258k, meaning only 33k jobs growth over the period.
September 30, 2025
During August the strategy outperformed the MSCI Emerging Markets index by 1.7% in what was the eighth consecutive month of positive returns for the index this year.
September 30, 2025
In August the fund gained 3.3% as markets continued to rally from their April lows. Performance has been broad-based but led by Taiwan, China and Brazil, with the consumer discretionary and information technology sectors contributing most at the sector level.
September 29, 2025
Pacific Asset Management brings in Viewforth Investment Partners team
September 25, 2025
In this Emerging Markets Income Video Update, Nick Lemis, Global Head of Wholesale, is joined by Robert Holmes, Portfolio Manager of the Income Fund, to celebrate the fund’s third anniversary.
September 10, 2025
Despite headline risks, global equities continued their positive momentum from the summer with equities broadly higher across major regions.
August 28, 2025
In July, the PCGA USD share class outperformed its benchmark, the Bloomberg Global Aggregate Corporate Index, by 0.39% net of fees. The GBP share class delivered similar outperformance of 0.42% versus the GBP-hedged Bloomberg index.
August 28, 2025
In July the fund gained 6.3% as markets continued to rally from their April lows. Performance has been broad-based but led by Taiwan, which was driven by the ever-increasing capex for AI, combined with easing tariff concerns.
August 28, 2025
July net performance was positive at +0.36%. Volatility was much lower than during Q2, reflecting the gradual extension of tariff deadlines, and tariff agreements to levels rates than the shock levels of Liberation Day.
August 28, 2025
In July, the Strategy outperformed the MSCI Emerging Markets index by 0.6%, during another positive month for the asset class.