IDENTIFYING VALUE

Japanese Equities

      
 

Japanese Equities

      

 

Strategy:

The Japan strategy is based on our value-oriented and systematic investment approach. Its foundation consists of our Japan-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.

 

Characteristics:

Benchmark:

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

Number of stocks in portfolio:        

approx. 50-70
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 Jan. '98
Japanese Composite
11.07 %
63.88 %
128.06 %
406.52 %
MSCI Japan Net
14.45 %
58.86 %
91.17 %
93.46 %
Active Return (geom.)
-2.95 %
3.16 %
19.30 %
161.81 %
cumulated as of Juni 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
16.31 %
46.76 %
70.37 %
445.58 %
MSCI Japan Net
19.93 %
42.69 %
41.66 %
107.66 %
Active Return (geom.)
-3.02 %
2.85 %
20.26 %
162.73 %
annualized as of Juni 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
3.56 %
10.38 %
8.59 %
8.24 %
MSCI Japan Net
4.60 %
9.70 %
6.69 %
3.27 %
Active Return (geom.)
-0.99 %
0.62 %
1.78 %
4.81 %
annualized as of Juni 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
5.17 %
7.97 %
5.47 %
8.63 %
MSCI Japan Net
6.25 %
7.37 %
3.54 %
3.63 %
Active Return (geom.)
-1.02 %
0.56 %
1.86 %
4.82 %

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

 
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