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Monthly Update: December 2016

17 January 2017
Dear Investors, Our global equity fund Aphilion Q² - Equities recently marked its 15th anniversary. It was an interesting era to start: the fund was launched in the period after the dot-com bubble burst, and also just a few months after the 9/11 attacks. In those first years, the world economy was stimulated by solid growth in the emerging markets, until markets peaked in 2007 after the first signs of troubles in the US real estate market. It resulted in a heavy financial crisis, and only ...

Monthly Update: December 2015

12 January 2016
Dear Investor, With the final whistle blown on 2015 trading, here is the year's scorecard for the Aphilion funds. Our funds have proven yet again that our methodology is able to generate stable outperformance (alpha, with or without beta), with a high repeatability of past performance.  Our global long only UCITS fund Aphilion Q² - Equities managed to limit losses to 2.6% in December, outperforming the MSCI World Index (in euro) by almost 2% (-4.5%). In the fourth quart...

Monthly Update: October 2017

14 November 2017
​Another good month for our long-only global equity fund: an outperformance of +0.8% vs its benchmark MSCI World Index. This takes our outperformance for 2017 to +2.8%. Relative performance was strong in all regions, with only our overweight position in Europe dampening performance. The Balance fund aims to transform this outperformance into an absolute return and did just that, gaining +1.1% in October. This month we gained a bit more than the registered outperformance thanks to the specific...