2024年全球金融市场普涨，自然全球资产配置策略也收益良多。其中的大事是美国开始了降息周期，尘埃落定的总统大选结果也带来了特朗普交易。中国在推出一系列的刺激经济政策，港股和A股在Q4有一波反弹。

 

AQUMON凭借强大的数据分析和算法构建能力，配合AI Macro的精准预测，为投资者带来了稳定而有吸引力的回报，彰显出其在复杂多变的金融市场的识别投资信号，同时做好风险控制的专业能力。

 

 

旗舰投资组合表现突出

 

SmartGlobal进取型投资组合（80%股票20%债券，香港上市ETF组合）在2024年全年斩获了16.86%的回报率，为投资者带来了丰厚的收益。与此同时，SmartGlobal Max进取型投资组合（80%股票20%债券，美国上市ETF组合）2024全年回报率为13.62%，亦取得了骄人的成绩。这充分证明了AQUMON的旗舰投资组合在不同市场环境下的持续稳健表现，能够穿越市场波动，为投资者实现资产的长期增值。

 

 

有客户关心AQUMON业绩的横向比较，下面是全球最大的对冲基金2024年的业绩。很多知名基金管理人收取2%管理费20%超额表现费，以及对投资金额有限制。AQUMON全球宏观资产配置组合的表现（费后）与这些大型机构相比不遑多让。

 

 

 

主题组合多点开花，收益斐然

 

2024年，AQUMON旗下的主题组合同样表现不俗，超过5支主题组合年回报率达到双位数，为投资者带来了多元化的卫星组合的收益来源。其中，“收息之选”主题组合凭借稳健的分红收益，成为投资者获取稳定现金流的优选；“港股行业龙头”主题组合紧跟港股市场的行业发展趋势，精准布局行业领军企业。“全球科技巨头”聚焦AI等最新领域，业绩也自然扶摇直上。

 

 

 

注重收益的同时兼顾风险控制，实现高夏普比例

 

在追求高收益的同时，AQUMON的投资组合始终将风险控制放在重要位置。2024年，无论是旗舰投资组合还是主题投资组合，其夏普比例平均达到了1.56。夏普比例是衡量投资组合风险调整后收益的重要指标，数值越高，表明在承担相同风险的情况下，投资组合获得的超额收益越高。这一亮眼的夏普比例，充分说明了SmartGlobal投资组合在风险控制的同时，依然能够实现令人振奋的投资表现。降低波动性能够带来更久的持仓信心，也是收益来源的一种。

 

 

纵观全球，ETF优势凸显，净流入资金强劲

 

2024年，美国ETF的净流入资金达到了创纪录的1万亿美元，这一庞大的资金流入再次证明了投资者对于ETF投资工具的高度认可。ETF具有诸多优势，如流动性强、费用低廉、投资透明等，能够帮助投资者高效地实现资产配置与分散投资。AQUMON的投资组合之所以能够取得如此出色的成绩，正是得益于我们坚信ETF的优势，经过了AQUMON的多维筛选与科学配置。这些ETF涵盖了各种类型的大类资产，通过科学的分散投资，有效降低了投资风险，为投资者实现了稳定的收益。

 

 

AQUMON即将推出全新组合

 

经过8年的专注打造，AQUMON已经形成了业绩斐然的全球宏观资产配置投资组合，凭借其专业的投资管理能力，赢得了客户的广泛好评。为了满足投资者不断变化的需求，AQUMON即将在一月份推出升级版的全球资产配置组合SmartGlobalC 2.0。这一全新组合不仅适合寻求包含数字资产在内的多元化投资组合的投资者，也适合对风险管理有严格要求的投资者。SmartGlobalC 2.0将传统金融工具与创新的虚拟资产相结合，为客户的投资带来更多的可能性与机遇。

 

欲了解更多关于AQUMON投资组合的详细信息，欢迎登录AQUMON app进行查阅，开启您的财富增长之旅，与AQUMON携手共创美好未来！

 

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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