The AQUMON performance numbers are based on the backtesting result of AQUMON’s SmartGlobal® portfolios with different equity-to-bond ratios. All returns include a transaction cost of 0.2% (subject to actual dealing rates) and the expenses of the underlying ETFs. All values are nominal. The return per annum is computed as compound annual growth rate (CAGR).
Optional benchmarks include MSCI All Country World Index (ACWI), ARC Private Client Indices (PCI), and BBG Barc Global Aggregate Index.
MSCI ACWI Index covers more than 2,400 securities across large and mid-cap size segments and across style and sector segments in 47 developed and emerging markets, which allows investors to measure exposure to all sources of equity returns using a single global framework. You can read more about the MSCI ACWI methodology here.
The ARC Private Client Indices is a performance estimate based on the aggregation of investment returns of discretionary private clients as reported by participating investment managers. There are four categories based on risk-profile relative to equity markets: Cautious, Balanced Asset, Steady Growth and Equity Risk. You can read more about the ARC methodology here.
The Bloomberg Barclays Global Aggregate Index is a measure of global investment grade debt from 24 local currency markets. This multi-currency benchmark includes treasury, government-related, corporate and securitized fixed-rate bonds from both developed and emerging markets issuers. You can read more about the methodology here.