IDENTIFYING VALUE

Emerging Markets Equities

      
 

Emerging Markets Equities

      

 

Strategy:

The Emerging Markets 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 all single stocks within the portfolio in order to avoid bulk risks and achieve broad diversification. Country allocations are directly the result of our bottom-up stock selection process (Unconstrained).

The Emerging Markets investment universe includes solely Emerging Markets countries. Our modular approach allows for client-specific customization of regional and/or country allocations.

 

Characteristics:

Benchmark:

MSCI Emerging Markets Net
Investment Style:Value, active, bottom-up

Number of stocks in portfolio:        

approx. 100-120
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 Sep. '10
Emerging Markets Composite
13.23 %
45.13 %
-
51.86 %
MSCI Emerging Markets Net
12.37 %
42.18 %
-
44.60 %
Active Return (geom.)
0.76 %
2.07 %
-
5.02 %
cumulated as of Juni 30, 2018
EUR / USD
3 years
5 years
10 years
Since Sep. '10
Emerging Markets Composite
17.66 %
28.79 %
-
40.08 %
MSCI Emerging Markets Net
17.75 %
27.71 %
-
32.84 %
Active Return (geom.)
-0.08 %
0.84 %
-
5.45 %
annualized as of Juni 30, 2018
EUR / USD
3 years
5 years
10 years
Since Sep. '10
Emerging Markets Composite
4.23 %
7.73 %
-
5.48 %
MSCI Emerging Markets Net
3.97 %
7.29 %
-
4.82 %
Active Return (geom.)
0.25 %
0.41 %
-
0.63 %
annualized as of Juni 30, 2018
EUR / USD
3 years
5 years
10 years
Since Sep. '10
Emerging Markets Composite
5.57 %
5.19 %
-
4.40 %
MSCI Emerging Markets Net
5.60 %
5.01 %
-
3.69 %
Active Return (geom.)
-0.03 %
0.17 %
-
0.68 %

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

 

Emerging Markets Fund:
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