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 April 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
9.01 %
57.53 %
120.74 %
409.72 %
MSCI Japan Net
14.74 %
54.84 %
80.67 %
93.69 %
Active Return (geom.)
-5.00 %
1.74 %
22.18 %
163.16 %
cumulated as of April 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
17.49 %
43.87 %
72.81 %
468.24 %
MSCI Japan Net
23.71 %
41.90 %
40.21 %
115.15 %
Active Return (geom.)
-5.03 %
1.39 %
23.25 %
164.12 %
annualized as of April 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
2.92 %
9.51 %
8.24 %
8.34 %
MSCI Japan Net
4.69 %
9.14 %
6.09 %
3.30 %
Active Return (geom.)
-1.69 %
0.34 %
2.02 %
4.87 %
annualized as of April 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
5.52 %
7.55 %
5.62 %
8.92 %
MSCI Japan Net
7.35 %
7.25 %
3.44 %
3.84 %
Active Return (geom.)
-1.70 %
0.28 %
2.11 %
4.89 %

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

 
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