Discovering hidden values

Asia/Pacific Equities

      
 

Asia/Pacific Equities

      

 

Strategy:

The Asia/Pacific strategy is based on our value-oriented and systematic investment approach. Its foundation consists of our country-specific stock screenings (CHICCO) combined with fundamental analysis of all buy candidates. Portfolio construction is characterized by equal-weighting country-modules as well as single stocks within these modules in order to avoid bulk risks and achieve broad diversification.

The Asia/Pacific investment universe includes developed as well as emerging markets. Our modular approach allows for client-specific customization of regional and/or country allocations.

 

Characteristics:

Benchmark:

MSCI AC Pacific Net
Investment Style:Value, active, bottom-up

Number of stocks in portfolio:        

approx. 80-120
Currency hedging:no
Use of derivatives:no
Negative lists, SRI-Screens:   
can be implemented
Minimum investment:EUR 50m (segregated mandate)
 

Performance Composite (Gross of fees):

cumulated as of January 31, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
33.56 %
57.52 %
111.90 %
996.72 %
MSCI AC Pacific Net
28.35 %
70.18 %
97.25 %
188.12 %
Active Return (geom.)
4.06 %
-7.44 %
7.43 %
280.65 %
cumulated as of January 31, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
47.70 %
45.05 %
79.65 %
1154.57 %
MSCI AC Pacific Net
41.69 %
56.18 %
65.96 %
229.98 %
Active Return (geom.)
4.24 %
-7.13 %
8.25 %
280.20 %
annualized as of January 31, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
10.13 %
9.51 %
7.80 %
12.67 %
MSCI AC Pacific Net
8.67 %
11.22 %
7.03 %
5.41 %
Active Return (geom.)
1.34 %
-1.53 %
0.72 %
6.88 %
annualized as of January 31, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
13.88 %
7.72 %
6.03 %
13.42 %
MSCI AC Pacific Net
12.32 %
9.33 %
5.20 %
6.12 %
Active Return (geom.)
1.39 %
-1.47 %
0.80 %
6.88 %

Past performance of financial instruments is no guarantee of future results.

 

Asia/Pacific Fund:
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