IDENTIFYING VALUE

Japanese Equities

      
 

Japanese Equities

      

 

Strategy:

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

 

Characteristics:

Benchmark:

MSCI Japan Net
Investment Style:Value, active, bottom-up

Number of stocks in portfolio:        

approx. 50-70
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
Japanese Composite
5.62 %
52.80 %
122.73 %
380.76 %
MSCI Japan Net
11.12 %
60.08 %
92.48 %
89.02 %
Active Return (geom.)
-4.95 %
-4.55 %
15.71 %
154.34 %
cumulated as of March 31, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
20.80 %
45.71 %
74.24 %
445.08 %
MSCI Japan Net
27.25 %
53.32 %
49.40 %
113.72 %
Active Return (geom.)
-5.07 %
-4.97 %
16.63 %
155.04 %
annualized as of March 31, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
1.84 %
8.85 %
8.34 %
8.06 %
MSCI Japan Net
3.58 %
9.87 %
6.77 %
3.19 %
Active Return (geom.)
-1.68 %
-0.93 %
1.47 %
4.72 %
annualized as of March 31, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
6.50 %
7.82 %
5.71 %
8.73 %
MSCI Japan Net
8.36 %
8.92 %
4.10 %
3.82 %
Active Return (geom.)
-1.72 %
-1.01 %
1.55 %
4.73 %

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

 
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