May 17, 2019
€ 346,21 € 94,74
Equities Balance
returns EUR year to date Since Dec 5, 2001 Since Sep 24 2014
Q² - Equities + 15,20% + 7,35%
Q² - Balance -1,62% -1,15%
DJ Stoxx 12,99% 1,39% 2,23%
S & P500 17,23% 3,88% 11,20%
MSCI World 15,46% 2,90% 7,60%
*Returns over more than one year are actuarially

An independent analysis of Aphilion Q² - Equities can be found here

An independent analysis of Aphilion Q² - Balance can be found here

Systematically better

Aphilion Q² was launched on December 5, 2001 as the first independently managed Sicav (classic mutual fund) on the Belgian market. The graph below shows that Aphilion Q² has been able to outperform the market in a very consistent and stable manner throughout its existence.

Unique approach

Aphilion Q² invests in a selection of global equities with the help of a set of in-house developed financial-econometric models and tools. These models use fundamental data (earnings, interest rates, etc) to evaluate the return potential of our investment universe of more than 4000 stocks worldwide. The fund has a daily NAV, which can be found here every day at around 4 pm CE, on Bloomberg under the ticker APH8940 BB Equity (for Equities) or the ticker Balance BB Equity (for Balance), or in Belgian newspapers De Tijd and L'Echo.

Recent messages

Sep 2018
Monthly Update: August 2018
Aug 2018
Monthly Update: July 2018
Jul 2018
Monthly Update: June 2018