2024年全球金融市場普漲，自然全球資產配置策略也收益良多。其中的大事是美國開始了降息週期，塵埃落定的總統大選結果也帶來了特朗普交易。中國在推出一系列的刺激經濟政策，港A股在Q4有一波反彈。

 

AQUMON憑藉強大的數據分析和算法構建能力，配合AI Macro的精準預測，為投資者帶來了穩定而有吸引力的回報，彰顯出其在複雜多變的金融市場的識別投資信號，同時做好風險控制的專業能力。

 

 

旗艦投資組合表現突出

 

SmartGlobal進取型投資組合（80%股票20%債券，香港上市ETF組合）在2024年全年斬獲了16.86%的回報率，為投資者帶來了豐厚的收益。與此同時，SmartGlobal Max進取型投資組合（80%股票20%債券，美國上市ETF組合）2024全年回報率為13.62%，亦取得了驕人的成績。這充分證明了AQUMON的旗艦投資組合在不同市場環境下的持續穩健表現，能夠穿越市場波動，為投資者實現資產的長期增值。

 

 

有客户關心AQUMON業績的橫向比較，下面是全球最大的對沖基金2024年的業績。很多知名基金管理人收取2%管理費20%超額表現費，以及對投資金額有限制。AQUMON全球宏觀資產配置組合的表現（費後）與這些大型機構相比不遑多讓。

 

 

 

主題組合多點開花，收益斐然

 

2024年，AQUMON旗下的主題組合同樣表現不俗，超過5支主題組合年回報率達到雙位數，為投資者帶來了多元化的衞星組合的收益來源。其中，“收息之選”主題組合憑藉穩健的分紅收益，成為投資者獲取穩定現金流的優選；“港股行業龍頭”主題組合緊跟港股市場的行業發展趨勢，精準佈局行業領軍企業。“全球科技巨頭”聚焦AI等最新領域，業績也自然扶搖直上。

 

 

 

注重收益的同時兼顧風險控制，實現高夏普比例

 

在追求高收益的同時，AQUMON的投資組合始終將風險控制放在重要位置。2024年，無論是旗艦投資組合還是主題投資組合，其夏普比例平均達到了1.56。夏普比例是衡量投資組合風險調整後收益的重要指標，數值越高，表明在承擔相同風險的情況下，投資組合獲得的超額收益越高。這一亮眼的夏普比例，充分説明了SmartGlobal投資組合在風險控制的同時，依然能夠實現令人振奮的投資表現。降低波動性能夠帶來更久的持倉信心，也是收益來源的一種。

 

 

縱觀全球，ETF優勢凸顯，淨流入資金強勁

 

2024年，美國ETF的淨流入資金達到了創紀錄的1萬億美元，這一龐大的資金流入再次證明了投資者對於ETF投資工具的高度認可。ETF具有諸多優勢，如流動性強、費用低廉、投資透明等，能夠幫助投資者高效地實現資產配置與分散投資。AQUMON的投資組合之所以能夠取得如此出色的成績，正是得益於我們堅信ETF的優勢，經過了AQUMON的多維篩選與科學配置。這些ETF涵蓋了各種類型的大類資產，通過科學的分散投資，有效降低了投資風險，為投資者實現了穩定的收益。

 

 

AQUMON即將推出全新組合

 

經過8年的專注打造，AQUMON已經形成了業績斐然的全球宏觀資產配置投資組合，憑藉其專業的投資管理能力，贏得了客户的廣泛好評。為了滿足投資者不斷變化的需求，AQUMON即將在一月份推出升級版的全球資產配置組合SmartGlobalC 2.0。這一全新組合不僅適合尋求包含數字資產在內的多元化投資組合的投資者，也適合對風險管理有嚴格要求的投資者。SmartGlobalC 2.0將傳統金融工具與創新的虛擬資產相結合，為客户的投資帶來更多的可能性與機遇。

 

欲瞭解更多關於AQUMON投資組合的詳細信息，歡迎登錄AQUMON app進行查閲，開啓您的財富增長之旅，與AQUMON攜手共創美好未來！

 

 

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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