Pioneer Investments AG

Fund Company

Pioneer Investments AG - http://www.pioneerinvestments.ch
 
Pioneer Investments is a global investment manager dedicated to growing and preserving client assets, founded in 1928.   Pioneer Investments has a history few asset management companies can match. Their flagship, Pioneer Fund, which celebrated its 80th anniversary on 13 February 2008, is the third oldest mutual fund in the United States. It has not only weathered volatile market conditions, but has outperformed common stocks, long term bonds, US Treasury Bills and inflation since its foundation in 1928.

Innovation is part of their heritage. At the forefront of the establishment of the modern US mutual fund industry, Pioneer Investments is an industry leader in the development of this market in Europe being the first asset management company to launch investment funds in Italy, first in Germany to register US mutual funds under the Foreign Investments Act, and first to distribute open-ended investment funds in Poland. In 2002 they acquired the Momentum Group, which in keeping with Pioneer Investments’ tradition of innovation, is one of the founders of the funds of hedge funds industry.

In October 2000, UniCredito Italiano S.p.A. (now UniCredit Group) completed its acquisition of the Pioneer Group, Inc., further bolstering the capabilities of its asset management operations in Milan and Dublin. Following the consolidation of these powerful investment houses Pioneer Investments has strengthened its position further, helped by the 2006 merger of UCI and HypoVereinsbank, and by expanding its global reach into new markets.

Pioneer Investments provides a wide range of investment solutions including mutual funds, alternative investments and structured products to clients that include institutions, corporations, intermediaries and private investors around the world. Pioneer has investment centres in Boston, Dublin and London, supported by local centres worldwide that manage assets worth €156 billion as at 31 March 2012. Headquartered in Milan, Pioneer Investments has a presence in 26 countries around the world.

Their investment process is active, bottom-up and research-driven, based upon the principles of fundamental investing that Pioneer Investments has used since 1928. Their fundamental equity research is bottom-up, with 90% generated internally by their equity research analysts 46 equity analysts operating from our main US, European and Asian investment hubs visit over 3,000 companies each year.

This approach enables Pioneer Investments to make informed judgements about how industries and companies have operated in the past, about their future behaviour and about the effects of these variables on stock prices. Pioneer add a strong quantitative discipline to this process, which supports the work of fundamental analysts and keeps a close check on the investment risks for our funds.  Their activities are driven by client satisfaction where the main aim is to deliver quality products and solutions to match the investment requirements of their clients and ensure their service is shaped to meet the client's needs. A diverse range of products is offered across both traditional and non traditional asset classes, managed by their global investment centres in Boston, Dublin, London and their local investments center across the regions.

Today, Pioneer Investments has a presence in 26 countries worldwide and an experienced team of 2,000 employees globally, of which over 320 are investment professionals.

Some facts regarding Pioneer Investments are listed below

  • Assets under management of €154 billion as at 30 June 2012
  • A presence in 26 countries worldwide
  • Global Investment hubs in Boston, Dublin and London
  • An experienced team of over 2,000 employees globally, of which almost 320 are investment professionals
  • Strong parentage with UniCredit, a major international financial institution with strong roots in 22 European countries.

Company

Fund Name

ISIN

Currency

Inception Date

Rating

Risk

Profile

Pioneer Investments

Pioneer Fund Inc

US7236821002

USD

10/02/1928

2

Medium

The investment seeks reasonable income and capital growth.  The fund invests in a broad group of carefully selected securities that the fund's adviser believes are reasonably priced, rather than in securities whose prices reflect a premium resulting from their current market popularity. It invests predominantly in equity securities. The fund primarily invests in securities of U.S. issuers. It may invest up to 15% of its total assets in equity and debt securities of non-U.S. issuers.

Pioneer Investments

Pioneer International Value Fund A

US7237091019

USD

25/03/1993

1

Medium

The investment seeks long-term capital growth.  The fund normally invests at least 80% of total assets in equity securities of non-U.S. issuers. These issuers may be located in both developed and emerging markets. It normally invests in securities of companies domiciled in at least three different foreign countries. The fund may invest more than 25% of assets in issuers organized in Japan or the United Kingdom or in securities quoted or denominated in the Japanese yen, the British pound and the euro.

Pioneer Investments

Pioneer Mid Cap Value USD Fund A

US72375Q1085

USD

25/07/1990

2

Medium

The investment seeks capital appreciation by investing in a diversified portfolio of securities consisting primarily of common stocks.  The fund normally invests at least 80% of total assets in equity securities of mid-size companies. The Russell Midcap Value Index measures the performance of U.S. mid-cap value stocks. It may invest up to 25% of total assets in equity and debt securities of non-U.S. issuers. The fund does not invest more than 5% of total assets in the securities of emerging markets issuers.

Pioneer Investments

Pioneer Value USD Fund A

US7240101037

USD

30/09/1969

1

Medium

The investment seeks reasonable income and capital growth.  The fund seeks to invest in a broad group of carefully selected, reasonably priced securities rather than in securities whose prices reflect a premium resulting from their current market popularity. It invests the major portion of assets in equity securities. The fund may invest up to 25% of total assets in equity and debt securities of non-U.S. issuers. It may invest up to 20% of net assets in REITs.