Based of AQUMON's flagship SmartGlobal investment algorithm, SmartGlobal UltiMax maximises investment returns by diversifying and hedging your investments against risk across different market environments.
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At a Glance:
SmartGlobal UltiMax
Minimum Investment
US$13,000
Coverage
US-listed ETFs
and stocks
Return
11%^ Annualised
Maximum Drawdown
Reduced by 12%^
*This return is based on the SmartGlobal UltiMax "aggressive" profile's backtested data from 2016-12-31 to 2021-07-30. Net returns include 0.05% transaction fees. Investment involves risks, past performance does not guarantee future results. Back-tested annualised return as high as 11% for the same period and risk type. Annualised excess return of 3% over benchmark.
^The maximum drawdown of this portfolio is reduced by 12% compared to the benchmark index.
Past Performance
| Past Total Returns | 0 |
| Benchmark | 0 |
| Max Drawdown | 0 |
Investment Algorithms Used in SmartGlobal UltiMax
Smart Beta
Using a multi-factor investment model, 60-90 US-listed stocks and ETFs demonstrating strong profitability and growth are chosen for your portfolio.
Smart Rotation
This strategy searches for and invests in undervalued ETFs from around the world, generating strong upside and potential future profits.
Smart Hedging
This strategy invests in ETFs that track volatility indexes like the VIX. Doing so improves your investments' resilience to risk by anticipating market volatility.
3 Major Benefits of SmartGlobal UltiMax
All-Weather Tactical Asset Rotation
AQUMON uses industry-leading technology to develop advanced investment algorithms such as SmartBeta, SmartHedging, and SmartRotation. These three strategies combine to dynamically adjust your investment holdings to add oversold and undervalued securities into your portfolio.
Actively Manage Your Portfolio's Risk
AQUMON investment algorithms intelligently anticipate when markets are expected to fall and increases hedging protection via volatility index ETFs. This strategy actively manages your portfolio's risk while minimising your investment losses.
Invest in a Diverse Range of High-Quality Assets
AQUMON portfolios are designed to invest into a diverse range of asset classes such as US-listed ETFs and stocks, real estate investment trusts, gold and more. This flexibility helps deliver stable returns whilst maximising your upside potential.
This portfolio is suitable for investors with
Medium to High Risk Tolerance
Only AQUMON clients with balanced, growth or aggressive risk types can invest in this portfolio.
The Desire for Tactical Returns
Manage your risk using advanced hedging strategies aimed at tactically capturing upside opportunities across multiple asset classes.
Investment Experience
This portfolio uses complex investment strategies. Investors are suggested to possess a certain level of financial knowledge and investment experience.
Frequently asked questions
Annual Advisory fees for the SmartGlobal UltiMax portfolio range from 0.7% to 1.0% depending on the invested amount. Fees for SmartGlobal UltiMax are calculated separately from other AQUMON investment portfolios. Click here to view fee details. How can I invest into SmartGlobal UltiMax? After opening an AQUMON investment account, clients would be able to invest in SmartGlobal UltiMax via the mobile app. The minimum investment amount for this portfolio is US$13,000 (Approximately HK$100,000). This portfolio is only available to clients with Balanced, Growth and Aggressive risk types who have also enabled the Auto-adjustment function.
Do I have to activate auto-rebalancing to invest into this portfolio? Yes. As SmartGlobal UltiMax employs portfolio management strategies to frequently optimise your portfolio's holdings, the auto-rebalancing function must be enabled. This portfolio can only be purchased when the auto-rebalancing function has been enabled.
How often is SmartGlobal UltiMax adjusted? Depending on prevailing market conditions, adjustment frequencies to your portfolio can range from monthly to as often as daily.
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