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 December 31, 2019
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
25.75 %
44.58 %
123.56 %
1008.00 %
MSCI AC Pacific Net
27.68 %
51.34 %
134.70 %
211.93 %
Active Return (geom.)
-1.51 %
-4.47 %
-4.74 %
255.21 %
cumulated as of December 31, 2019
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
33.76 %
34.34 %
76.02 %
1042.30 %
MSCI AC Pacific Net
35.88 %
40.39 %
83.62 %
221.91 %
Active Return (geom.)
-1.56 %
-4.31 %
-4.14 %
254.86 %
annualized as of December 31, 2019
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
7.94 %
7.65 %
8.38 %
11.55 %
MSCI AC Pacific Net
8.49 %
8.64 %
8.91 %
5.31 %
Active Return (geom.)
-0.51 %
-0.91 %
-0.48 %
5.93 %
annualized as of December 31, 2019
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Asia/Pacific Composite
10.18 %
6.08 %
5.82 %
11.71 %
MSCI AC Pacific Net
10.76 %
7.02 %
6.27 %
5.46 %
Active Return (geom.)
-0.52 %
-0.88 %
-0.42 %
5.93 %

Legal note - Performance below tables (Asia/Pacific)

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

 
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