IDENTIFYING VALUE

Header - Emerging Markets Equities

Emerging Markets Equities

      
 

Emerging Markets Equities

      

 

Description - Strategy (EM)

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:

List - Characteristics (EM)

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 March 31, 2019
EUR / USD
3 years
5 years
10 years
Since Sep. '10
Emerging Markets Composite
40.01 %
51.86 %
-
60.08 %
MSCI Emerging Markets Net
37.60 %
47.05 %
-
51.26 %
Active Return (geom.)
1.75 %
3.27 %
-
5.83 %
cumulated as of March 31, 2019
EUR / USD
3 years
5 years
10 years
Since Sep. '10
Emerging Markets Composite
37.77 %
22.20 %
-
42.00 %
MSCI Emerging Markets Net
35.59 %
19.80 %
-
33.63 %
Active Return (geom.)
1.61 %
2.00 %
-
6.26 %
annualized as of March 31, 2019
EUR / USD
3 years
5 years
10 years
Since Sep. '10
Emerging Markets Composite
11.87 %
8.72 %
-
5.63 %
MSCI Emerging Markets Net
11.23 %
8.02 %
-
4.94 %
Active Return (geom.)
0.58 %
0.65 %
-
0.66 %
annualized as of March 31, 2019
EUR / USD
3 years
5 years
10 years
Since Sep. '10
Emerging Markets Composite
11.27 %
4.09 %
-
4.17 %
MSCI Emerging Markets Net
10.68 %
3.68 %
-
3.44 %
Active Return (geom.)
0.53 %
0.40 %
-
0.71 %

Legal note - Performance below tables (EM)

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

 
Emerging Markets Fund:
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