Aphilion sfeer video

news & downloads

< >

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: January 2016

12 February 2016
Dear Investor, An upsurge in stock market volatility in the first weeks of 2016 has increased the anxiety level of many investors. Renewed turbulence on the Chinese markets, fear of a global economic slowdown and even the plummeting oil price, led to steep corrections in equity markets. With the late summer of 2015 in mind, we would not describe the current volatility outburst as exceptional. But the witnessed correlation between equity markets and the oil price is quite remarkable. That both a...

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...