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 September 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
52.94 %
56.30 %
177.70 %
980.65 %
MSCI AC Pacific Net
39.00 %
56.00 %
139.69 %
184.17 %
Active Return (geom.)
10.03 %
0.19 %
15.86 %
280.28 %
cumulated as of September 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
59.07 %
34.44 %
131.71 %
1052.94 %
MSCI AC Pacific Net
44.63 %
33.85 %
98.20 %
203.45 %
Active Return (geom.)
9.98 %
0.44 %
16.91 %
279.94 %
annualized as of September 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
15.21 %
9.34 %
10.75 %
12.15 %
MSCI AC Pacific Net
11.60 %
9.30 %
9.14 %
5.16 %
Active Return (geom.)
3.24 %
0.04 %
1.48 %
6.65 %
annualized as of September 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
16.73 %
6.10 %
8.77 %
12.50 %
MSCI AC Pacific Net
13.09 %
6.00 %
7.08 %
5.50 %
Active Return (geom.)
3.22 %
0.09 %
1.57 %
6.64 %

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

 

Asia/Pacific Fund:
Back to top