IDENTIFYING VALUE

Description - Asia/Pacific Equities

Asia/Pacific Equities

      
 

Asia/Pacific Equities

      

 

Description - Strategy (Asia/Pacific)

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:

List - Characteristics (Asia/Pacfic)

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, 2019
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
47.06 %
64.13 %
246.65 %
997.26 %
MSCI AC Pacific Net
34.88 %
59.56 %
196.12 %
185.14 %
Active Return (geom.)
9.03 %
2.86 %
17.06 %
284.81 %
cumulated as of March 31, 2019
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
44.77 %
33.98 %
194.68 %
1031.70 %
MSCI AC Pacific Net
32.91 %
29.99 %
150.44 %
194.35 %
Active Return (geom.)
8.92 %
3.07 %
17.67 %
284.47 %
annualized as of March 31, 2019
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
13.72 %
10.42 %
13.24 %
11.93 %
MSCI AC Pacific Net
10.49 %
9.80 %
11.47 %
5.05 %
Active Return (geom.)
2.92 %
0.57 %
1.59 %
6.55 %
annualized as of March 31, 2019
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
13.12 %
6.03 %
11.41 %
12.10 %
MSCI AC Pacific Net
9.95 %
5.39 %
9.61 %
5.21 %
Active Return (geom.)
2.89 %
0.61 %
1.64 %
6.54 %

Legal note - Performance below tables (Asia/Pacific)

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

 
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