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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...

Monthly Update: September 2017

10 October 2017
September was an exceptional 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 +1.9%. The Balance fund aims to transform this outperformance into an absolute return and did so only partially, gaining +0.4% in September. The reason lies in the specifics of our equity market hedge. We hedge against the Eurostoxx 50 and the S&P 500, because the superior liquidity of these contracts far outweighs the i...