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 April 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
17.56 %
47.68 %
111.70 %
978.41 %
MSCI AC Pacific Net
13.02 %
50.55 %
92.58 %
183.11 %
Active Return (geom.)
4.01 %
-1.91 %
9.93 %
280.92 %
cumulated as of April 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
26.79 %
35.82 %
65.84 %
1097.35 %
MSCI AC Pacific Net
21.86 %
37.96 %
49.45 %
214.46 %
Active Return (geom.)
4.05 %
-1.56 %
10.97 %
280.76 %
annualized as of April 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
5.54 %
8.11 %
7.79 %
12.41 %
MSCI AC Pacific Net
4.17 %
8.53 %
6.77 %
5.25 %
Active Return (geom.)
1.32 %
-0.38 %
0.95 %
6.80 %
annualized as of April 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
8.23 %
6.31 %
5.19 %
12.99 %
MSCI AC Pacific Net
6.81 %
6.65 %
4.10 %
5.80 %
Active Return (geom.)
1.33 %
-0.31 %
1.05 %
6.80 %

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

 

Asia/Pacific Fund:
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