IDENTIFYING VALUE

Eurozone Equities

      
 

Eurozone Equities

      

 

Strategy:

The "Euro" 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 "Euro" investment universe only includes member countries of the European Monetary Union. Our modular approach allows for client-specific customization of regional and/or country allocations.

 

Characteristics:

Benchmark:

MSCI EMU Net
Investment Style:Value, active, bottom-up

Number of stocks in portfolio:        

approx. 50-80
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
Eurozone Composite
41.91 %
77.96 %
162.86 %
542.05 %
MSCI EMU Net
25.02 %
44.84 %
73.20 %
153.47 %
Active Return (geom.)
13.51 %
22.87 %
51.76 %
153.30 %
cumulated as of September 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Eurozone Composite
47.36 %
52.00 %
114.72 %
579.99 %
MSCI EMU Net
30.08 %
24.28 %
43.22 %
170.66 %
Active Return (geom.)
13.28 %
22.30 %
49.92 %
151.23 %
annualized as of September 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Eurozone Composite
12.37 %
12.22 %
10.15 %
9.38 %
MSCI EMU Net
7.73 %
7.69 %
5.65 %
4.58 %
Active Return (geom.)
4.31 %
4.20 %
4.26 %
4.58 %
annualized as of September 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Eurozone Composite
13.80 %
8.73 %
7.94 %
9.68 %
MSCI EMU Net
9.16 %
4.44 %
3.66 %
4.92 %
Active Return (geom.)
4.24 %
4.11 %
4.13 %
4.54 %

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

 
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