IDENTIFYING VALUE

Header - Japanese Equities

Japanese Equities

      
 

Japanese Equities

      

 

Description - Strategy (Japan)

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:

List - Characteristics (Japan)

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 March 31, 2019
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
32.74 %
66.43 %
211.72 %
392.77 %
MSCI Japan Net
28.06 %
61.30 %
154.29 %
90.80 %
Active Return (geom.)
3.65 %
3.18 %
22.59 %
158.26 %
cumulated as of March 31, 2019
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
30.65 %
35.04 %
164.37 %
410.38 %
MSCI Japan Net
26.18 %
31.41 %
115.05 %
96.96 %
Active Return (geom.)
3.54 %
2.76 %
22.93 %
159.12 %
annualized as of March 31, 2019
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
9.90 %
10.73 %
12.04 %
7.79 %
MSCI Japan Net
8.59 %
10.03 %
9.78 %
3.09 %
Active Return (geom.)
1.20 %
0.63 %
2.06 %
4.57 %
annualized as of March 31, 2019
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
9.32 %
6.19 %
10.21 %
7.97 %
MSCI Japan Net
8.06 %
5.61 %
7.96 %
3.24 %
Active Return (geom.)
1.17 %
0.55 %
2.09 %
4.58 %

Legal note - Performance below tables (Japan)

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

 
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