In 2025, amid the backdrop of global market recovery and overlapping structural opportunities, AQUMON, a leading algorithm-driven fintech company in Asia, achieved remarkable results with its thematic portfolios and flagship strategies. These outcomes not only validated the effectiveness of quantitative models but also created stable returns for investors with different risk appetites.

 

 

I. Thematic Portfolios: Hong Kong Stock Market Booms Across the Board, ESG and Technology Lead Gains

 

In the strong recovery rally of the Hong Kong stock market, the five algorithm-driven ETF thematic portfolios carefully selected by AQUMON all delivered double-digit returns, with outstanding performances:

• The Great China ESG Portfolio led all portfolios with a 32.22% return, reflecting a significant increase in market recognition of sustainable development standards. The ESG attribute has become a key catalyst for the valuation recovery of Chinese concept enterprises.
• The Chinese Tech Stars Portfolio followed closely with a 31.73% return, driven by the triple impetus of the AI industry chain boom, digital economy policy support, and improved profitability of technology enterprises.
• The Property Moguls Portfolio (+25.47%), China Market Leader Portfolio (+25.24%), and High Dividends Portfolio (+23.55%) also reaped substantial returns under the logics of industry recovery, leader premium, and stable cash flow, respectively.

 

 

These results confirmed the AI Macro algorithm's early-year judgment on Hong Kong stocks as "policy-driven + performance recovery" and demonstrated the accuracy of thematic investment in structural market conditions.

 

 

II. Flagship Portfolios: Corresponding to Diversified Risks, Global Allocation Demonstrates Resilience

 

In 2025, AQUMON's flagship strategy series, relying on the "global diversification + dynamic rebalancing" AI Macro investment framework, achieved stable returns across different risk preference levels, providing investors with a clear return gradient:

 

SmartGlobal (ETF Portfolio Listed and Traded in Hong Kong)

 

• Aggressive Portfolio: 22.87% return, actively seizing opportunities in global growth assets

• Growth Portfolio and Balanced Portfolio recorded returns of 20.98% and 18.90% respectively, achieving a good balance between growth and risk

• Moderate Portfolio and Conservative Portfolio also gained 17.21% and 15.44% returns, creating returns exceeding traditional assets for investors pursuing stability

 

 

 

SmartGlobal Max (ETF Portfolio Listed and Traded in the U.S.)

 

• Aggressive Portfolio: 19.51% return; Growth Portfolio and Balanced Portfolio reached 17.90% and 16.05% respectively

• Moderate Portfolio and Conservative Portfolio achieved 12.23% and 8.83% returns, suitable for investors preferring more globally balanced allocation

 

 

 

Other Diversified Strategies

 

SmartGlobalMax+ (Global Dynamic Diversified Portfolio)

 

• Aggressive: 19.25%, focusing on global high-growth assets

• Growth: 17.63%, balancing growth and risk

• Balanced: 16.66%, steadily capturing cross-market opportunities

• Moderate: 13.06%, hedging volatility through prudent allocation

• Conservative: 9.24%, focusing on low-risk assets for stable returns

 

SmartGlobal UltiMax (Intelligent Dynamic Portfolio)

 

• Aggressive: 19.35%, dynamically rebalancing to capture short-term market opportunities

• Growth: 16.95%, optimizing growth stock allocation by tracking industrial trends

• Balanced: 14.40%, balancing the stock-bond ratio globally

 

SmartGlobalC 2.0 (Global Asset Allocation Portfolio, including Virtual Currency Assets)

 

• Aggressive: 20.32%, actively allocating high-elasticity assets such as technology and virtual currencies

• Growth: 18.26%, seeking long-term growth momentum among diversified assets

 

These results reflect our adaptability in different market environments. Whether investors prefer regional focus or global diversification, they can find strategy options matching their risk and return expectations.

 

 

III. 2026 Outlook: Industrial Upgrading and Global Liquidity Dividends Coexist

 

Based on the practical experience in global asset allocation accumulated since 2016, AQUMON will provide customers with a new global asset perspective every month on the basis of AI macro forecasts. Overall:

 

• Technology and High-End Manufacturing: The AI industry chain, semiconductor autonomy, and green technology will remain long-term tracks.

• Recovery of Consumption and Service Sectors: With the implementation of domestic demand policies, the profit elasticity of the consumption sector is worth looking forward to.

• Global Asset Rebalancing: After the inauguration of the new Federal Reserve Chairman, a U.S. dollar interest rate cut is inevitable. The valuation gap between developed markets and emerging markets will bring cross-regional allocation opportunities.

 

 

Whether it is the precise capture of thematic investment or the dynamic adjustment of flagship strategies, AQUMON will continue to use AI and data-driven algorithm models to create stable returns for investors with different risk appetites.

 

 

 

About us

AQUMON is a Hong Kong based award-winning financial technology company. Our mission is to leverage smart technology to make next-generation investment services affordable, transparent and accessible to both institutional clients and the general public. Through its proprietary algorithms and scalable, technical infrastructure, AQUMON’s automated platform empowers anyone to invest and maximize their returns. AQUMON has partnered with more than 100 financial institutions in Hong Kong and beyond, including AIA, CMB Wing Lung Bank, ChinaAMC, and Guangzhou Rural Commercial Bank. Hong Kong University of Science and Technology, the Alibaba Entrepreneurs Fund, affiliate of BOC International Holdings Limited, Zheng He Capital Management and Cyberport are among AQUMON's investors. 

 

The brand is held under Magnum Research Limited and is licensed with Type 1, 4 and 9 under the Securities and Futures Commission (SFC) of Hong Kong. AQUMON is also licensed by the U.S. Securities and Exchange Commission (SEC) and the Asset Management Association of China (AMAC).

 

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