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Monthly Update: January 2018

14 February 2018
All three of our equity-strategy funds had strong starts to the year. Equities stayed well ahead of the MSCI World Index, with a gain for the month of +2.8%. vs. +1.8%. And it's a lead which we managed to hold onto in the market downturn that followed.   Balance gained 0.5% thanks to the outperformance of the underlying equity portfolio. The global equity exposure of Balance is now around 18%, meaning it's invested for 100% in the underlying equity portfolio (same one as "Equit...

Monthly Update: December 2017

12 January 2018
First and foremost our best wishes for the new year. In financial terms it has already started on a very strong footing, with the economy and equity markets continuing the trend from 2017. The same goes for all our funds ... may it continue. December itself was a rather uneventful month so let's recap 2017 as a whole. Our long-only global equity fund Aphilion Q² - Equities ended the year up 7.1% vs. 5.2% for the MSCI World Index, the 12th year out of 16 that the general market ind...

Monthly Update: January 2017

10 February 2017
Dear Investors, When Donald Trump won the presidential election, investors seemed positively giddy about his plans for the US economy. Believing his promises to reduce corporate taxes, curtail costly regulation and increase public infrastructure-spending would boost economic growth, investors drove stock indexes to new all-time highs. Most famously, the 120-year-old Dow Jones Index broke through the psychological 20,000 point milestone. But Trumps seemingly improvised presidency and m...