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BENCHMARK INDICES

STOXX Asia Pacific AC ex China Small Cap

Index Description

The STOXX Asia Pacific AC ex China Small Cap Index is a broad market cap weighted index designed to represent the performance of the Small Cap companies from Asia Pacific excluding China covering approximately 15% of investable market capitalization. STOXX Asia Pacific AC ex China Small Cap Index is suitable for global investment products which include funds, exchange traded funds, and derivatives and can also be used for further building block approach strategies when appropriate. It follows a robust and modular framework which enables investors to utilize this index for a variety of investment objectives whilst using a consistent approach. It is derived from STOXX World Equity Index series and its countries follow the STOXX World Country Classification Framework.

Key facts

  • Broad, yet liquid coverage of Small cap companies that supports clients' global investment decisions whilst avoiding home biases.
  • A consistent and transparent methodology which fully embraces global standards of governance.
  • Can serve as a basis for numerous derived strategies.
  • Constructed using STOXX World Methodology.
  • Its countries follow the STOXX World Country classification framework.

Descriptive Statistics

Index Market Cap (USD bn) Components (USD bn) Component weight (%) Turnover (%)
Full Free-float Mean Median Largest Smallest Largest Smallest Last 12 monts
STOXX Asia Pacific AC ex China Small Cap 2,447.3 1,601.7 0.5 0.3 4.5 0.0 0.3 0.0 13.4
STOXX World AC Small Cap 10,246.8 7,979.6 0.9 0.4 19.2 0.0 0.2 0.0 9.2

Supersector weighting (top 10)

Country weighting

Risk and return figures1

Index returns Return (%) Annualized return (%)
Last month YTD 1Y 3Y 5Y Last month YTD 1Y 3Y 5Y
STOXX Asia Pacific AC ex China Small Cap -3.0 6.1 17.7 8.9 9.8 N/A N/A 17.7 2.9 1.9
STOXX World AC Small Cap -4.9 4.5 15.7 17.0 17.5 N/A N/A 15.7 5.4 3.3
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
STOXX Asia Pacific AC ex China Small Cap N/A N/A 12.5 13.7 15.3 N/A N/A 1.4 0.2 0.2
STOXX World AC Small Cap N/A N/A 15.7 16.8 19.2 N/A N/A 1.1 0.4 0.2
Index to benchmark Correlation Tracking error (%)
STOXX Asia Pacific AC ex China Small Cap 0.7 0.4 0.4 0.5 0.5 7.3 13.4 15.5 15.8 16.8
Index to benchmark Beta Annualized information ratio
STOXX Asia Pacific AC ex China Small Cap 0.5 0.3 0.3 0.4 0.4 3.3 0.1 0.0 -0.3 -0.2

1For information on data calculation, please refer to STOXX calculation reference guide

2Based on EURIBOR1M

(USD, Gross Return), all data as of September 29, 2023

BENCHMARK INDICES

STOXX Asia Pacific AC ex China Small Cap

Fundamentals

Index Price/earnings incl. negative Price/earnings excl. negative Price/book Dividend yield (%)3 Price/sales Price/cash flow
Trailing Projected Trailing Projected Trailing Trailing Trailing
STOXX Asia Pacific AC ex China Small Cap 14.8 1.4 10.2 10.2 0.3 2.8 0.2 0.0
STOXX World AC Small Cap 27.8 6.2 11.7 11.7 0.8 2.4 0.5 0.0

Performance and annual returns

Methodology

The STOXX Asia Pacific AC ex China Small Cap Index is a broad market cap weighted index designed to represent the performance of the Small Cap companies from Asia Pacific excluding China covering approximately 15% of investable market capitalization. STOXX Asia Pacific AC ex China Small Cap Index is suitable for global investment products which include funds, exchange traded funds, and derivatives and can also be used for further building block approach strategies when appropriate. It follows a robust and modular framework which enables investors to utilize this index for a variety of investment objectives whilst using a consistent approach. It is derived from STOXX World Equity Index series and its countries follow the STOXX World Country Classification Framework.

Versions and symbols

Index ISIN Symbol Bloomberg Reuters
Net Return EUR CH1213348795 SWAPCSR .SWAPCSR
Gross Return EUR CH1213348803 SWAPCSGR .SWAPCSGR
Price EUR CH1213348811 SWAPCSP .SWAPCSP
Net Return USD CH1213348761 SWAPCSV SWAPCSV INDEX .SWAPCSV
Gross Return USD CH1213348779 SWAPCSGV .SWAPCSGV
Price USD CH1213348787 SWAPCSL .SWAPCSL

Quick Facts

Weighting Free-float market capitalization
Cap Factor N/A
No. of components Variable
Review frequency Semi Annual
Calculation/distribution Realtime 15 sec
Calculation hours 00:00:00 22:15:00
Base value/base date 1000 as of March. 21, 1997
History Available from Mar. 21, 1997
Inception date November. 16, 2022
To learn more about the inception date, the currency, the calculation hours and historical values, please see our data vendor code sheet.

BENCHMARK INDICES

STOXX Asia Pacific AC ex China Small Cap

Top 10 Components4

Company Supersector Country Weight
FUTU HOLDINGS ADR Financial Services Hong Kong 0.281%
STEADFAST GROUP Insurance Australia 0.236%
LIONTOWN RESOURCES Basic Resources Australia 0.222%
ALTIUM Technology Australia 0.212%
GENSCRIPT BIOTECH Health Care Hong Kong 0.189%
TECHNOLOGY ONE Technology Australia 0.187%
Zee Entrtainment Media India 0.181%
Hachijuni Bank Ltd. Banks Japan 0.177%
INVINCIBLE INVESTMENT Real Estate Japan 0.174%
J. Front Retailing Co. Ltd. Retail Japan 0.173%

3Net dividend yield is calculated as net return index return minus price index return

4Based on the composition as of September 29, 2023