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 Juni 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
22.43 %
58.51 %
124.61 %
959.59 %
MSCI AC Pacific Net
16.57 %
59.21 %
109.35 %
180.88 %
Active Return (geom.)
5.03 %
-0.44 %
7.29 %
277.24 %
cumulated as of Juni 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
28.33 %
42.88 %
68.00 %
1036.83 %
MSCI AC Pacific Net
22.15 %
43.01 %
55.14 %
201.50 %
Active Return (geom.)
5.06 %
-0.09 %
8.29 %
277.06 %
annualized as of Juni 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
6.98 %
9.65 %
8.43 %
12.20 %
MSCI AC Pacific Net
5.24 %
9.75 %
7.67 %
5.17 %
Active Return (geom.)
1.65 %
-0.09 %
0.71 %
6.69 %
annualized as of Juni 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
8.67 %
7.40 %
5.32 %
12.59 %
MSCI AC Pacific Net
6.90 %
7.42 %
4.49 %
5.53 %
Active Return (geom.)
1.66 %
-0.02 %
0.80 %
6.69 %

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

 

Asia/Pacific Fund:
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