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 December 31, 2019
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
14.59 %
43.37 %
168.25 %
425.88 %
MSCI Japan Net
21.40 %
56.23 %
141.87 %
114.03 %
Active Return (geom.)
-5.61 %
-8.23 %
10.91 %
145.71 %
cumulated as of December 31, 2019
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
21.80 %
32.35 %
110.03 %
444.14 %
MSCI Japan Net
29.20 %
44.93 %
89.23 %
120.87 %
Active Return (geom.)
-5.73 %
-8.68 %
10.99 %
146.36 %
annualized as of December 31, 2019
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
4.64 %
7.47 %
10.37 %
7.84 %
MSCI Japan Net
6.68 %
9.33 %
9.23 %
3.52 %
Active Return (geom.)
-1.91 %
-1.70 %
1.04 %
4.17 %
annualized as of December 31, 2019
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
6.80 %
5.77 %
7.70 %
8.00 %
MSCI Japan Net
8.92 %
7.70 %
6.59 %
3.67 %
Active Return (geom.)
-1.95 %
-1.80 %
1.05 %
4.18 %

Legal note - Performance below tables (Japan)

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

 
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