AQUMON’s performance numbers are based on the back-testing of the AQUMON’s global portfolio with different equity-to-bond ratios. All the percentage 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). To calculate compound annual growth rate, divide the value of an investment at the end of the period in question by its value at the beginning of that period, raise the result to the power of one divided by the period length, and subtract one from the subsequent result.
Optional benchmark includes MSCI All Country World Index, whose performance reflects return of the global equity market.