【全新產品】智能動態組合三大重點
由 AQUMON Team 撰寫於 2021-09-03
9 月 3 日，AQUMON 的全新產品「好易投」智能動態組合 SmartGlobal UltiMax 正式面世。基於全球資產配置投資策略下，SmartGlobal UltiMax 加入對沖功能、資產輪動功能，更加智能、 更加動態的調整組合，抵抗市場風險之餘，捕捉超額投資收益！
市場起伏不定，可靠的投資策略尤關重要。個人投資者該如何提高自己的投資勝率？相信「好易投」系列的 Smart Global UltiMax 產品會是你的長期投資好選擇。
上週 新品預熱 文章發布後收到大量客戶預先登記，反應十分熱烈。為了讓大家更了解新產品，這次我們將為大家解答客戶最關心的三大重點！
Q1: 新品有何特點？組合回報、穩定性如何？
「好易投」智能動態組合 SmartGlobal UltiMax 基於 AQUMON 大類資產演算法，新增獨家研發的動態型投資策略，能跟隨市場動態調整資產配置，並為投資者尋找投資機遇。
組合包含股票、交易所買賣基金 ETFs、房地產信託基金等不同優質資產，更具有對沖功能，助投資者抵抗市場風險。
組合三年年化收益高達 18.10%*，比全球多元資產基準高出 8.11%^，在市場波動時期，該組合抗跌能力更強，跌幅比基準少 4 成。
更讓人欣喜的是，組合加入全自動調倉功能，客戶只需在 APP 內開通功能， AQUMON 便將根據市況及投資策略自動調整組合。客戶完全不用操心股市走勢！
「瞓住投資，增值財富！」
Q2: 投資門檻高嗎？適合我嗎？
SmartGlobal UltiMax 最低投資金額為 US$13,000 (約 HK$100,000)。由於組合較為動態，所以暫時只開放予平衡型、成長型及進取型的客戶買入。如果你的風險承受能力較高，又青睞追求超額收益的機會，新組合 SmartGlobal UltiMax 絕對是你的不二之選。
假若你的風險承受能力較低，亦可考慮其他旗艦投資組合 - SmartGlobal (投資於香港上市的 ETF) 或 SmartGlobal Max (投資於美國上市的 ETF)，兩者皆為中長線的資產配置組合。
「輕鬆入市，快人一步！」
Q3: 如何購買智能動態組合？組合收費如何？
只要在 AQUMON APP 開戶後，便可購買 SmartGlobal UltiMax，全程線上開戶，毋需親身交文件，簡單便捷。
組合收費亦相當親民，我們將根據投資金額收取固定的諮詢費用，年化諮詢費約 0.7% - 1%。(按此 查看詳細收費標準)
「親民收費，專業服務！」
立即開戶，捕捉投資機遇！
AQUMON，致力打造普羅大眾都能投資、都敢投資的智能投資平台！因此，我們不斷推陳出新、精益求精。 智能動態組合 SmartGlobal UltiMax 期待與您見面，歡迎與你的好友分享新產品，讓更多人擁有投資力量。
立即下載 AQUMON APP 開戶，捕捉投資機會。
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 maximise 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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