IDENTIFYING VALUE

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 March 31, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
15.83 %
39.47 %
120.82 %
927.94 %
MSCI AC Pacific Net
11.37 %
50.11 %
105.79 %
176.16 %
Active Return (geom.)
4.00 %
-7.09 %
7.31 %
272.22 %
cumulated as of March 31, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
32.79 %
33.94 %
72.86 %
1060.77 %
MSCI AC Pacific Net
27.54 %
43.77 %
59.72 %
212.25 %
Active Return (geom.)
4.12 %
-6.84 %
8.22 %
271.75 %
annualized as of March 31, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
5.02 %
6.88 %
8.24 %
12.20 %
MSCI AC Pacific Net
3.66 %
8.46 %
7.48 %
5.14 %
Active Return (geom.)
1.32 %
-1.46 %
0.71 %
6.71 %
annualized as of March 31, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
9.92 %
6.02 %
5.63 %
12.87 %
MSCI AC Pacific Net
8.45 %
7.53 %
4.79 %
5.78 %
Active Return (geom.)
1.36 %
-1.41 %
0.79 %
6.70 %

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

 

Asia/Pacific Fund:
Back to top