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Aphilion Q² - Equities

This is our classic chart, plotting the NAV of Aphilion Q² - Equities since launch against a global equity index of developed markets (both with base value = 100). Aphilion Q² has been a pure world equity fund (excluding emerging markets) since the beginning. It has not always been an easy period for stocks (the financial crisis of 2008 ruined many track records), but with an average yearly return of over 8%, our track record has remained solid throughout.
All numbers used for this chart can be found in the table on the right.

Aphilion Q² - Balance

Our subfund Aphilion Q² - Balance was launched in 2014 to meet a growing demand of investors for a less volatile, more market-neutral version of Q². The fund consists of a portfolio that is an exact copy of the present successful Aphilion Q² - Equities fund, pooled with an equity market hedge in the form of short futures positions on major underlying stock indices (mainly the S&P 500 and the Eurostoxx 50). 

The numbers behind the charts

Fund factsheets


Download the factsheets here