Example 8AM AQ Performance stats since strategy launch
These bar charts compare the long-term performance of our two flagship strategies since their respective launches, grouped by risk level:
Balanced portfolios (5/10 risk | 55%-60% equity)
Growth portfolios (7/10 risk | 75%-80% equity)
AQ Classic (orange): Launched June 2020, our original risk-targeted strategy.
AQ Global (red): Launched 2024, using the same fund selections as Classic but mapped to global market cap weightings (2020–present).
IA Sector (grey): IA Mixed Asset Sector Benchmark
Timeframe: 30 June 2020 – 31 May 2025
AQ Rolling 12-month sector hit rate & Cumulative Performance
Measures real-time historic decisions – only using funds actually selected by AQ since 2016
Excludes any back-tested ‘improvements’ (no retrospective amendments)
What you’re seeing:
Blue area: % Rolling 12 month AQ fund selection win-rate per sector
Grey area: % base 50% random hit rate – or “pot luck”
Timeframe: 2016 to end Q1 2025
Risk vs Return Scatter Charts
Scatter 1 = AQ Classic (orange): Launched June 2020, our original risk-targeted strategy.
Scatter 2 = AQ Global (red): Launched 2024, using the same fund selections as Classic but mapped retroactively to global market cap weightings (2020–present).
Scatter 1&2 = IA Sectors (grey/dark grey/black): IA Mixed Asset Sector Constituents
Key Takeaways:
Notice how AQ Global delivers enhanced returns through a direct, linear increase in volatility and beta compared to AQ Classic. This visually reinforces the standard risk-reward dynamic. While AQ Global offers potential for higher returns, this comes with increased concentration, potentially impacting volatility and downside risk, especially over shorter time frames.
Timeframe: 30 June 2020 – 31 December 2024
Scatter chart showing the stability of 8AM AQ Classic relative to benchmark members
AQ Classic (orange): Launched June 2020, our original risk-targeted strategy.
IA Sector Members (grey/dark grey/black): IA Mixed Asset Sector Constituents
In 2020 our methodology delivered significant outperformance. In 2022, our portfolios’ 10% drawdown, while in line with the sector, was achieved through transparent defensive positioning. In all other years, AQ Classic consistently sits in the upper left of the risk-return distribution, without taking excessive active risk.
The investment team targets long-term outperformance, achieved via a robust, data-driven approach to asset allocation and fund selection. We effectively manage short-term relative risk using transparent allocation rulesets, combined with AQ fund monitoring technology to achieve consistent, relative alpha generation over the longer term.
The 8AM AQ Managed Portfolio Service is managed by 8AM Global Limited. 8AM Global Limited is authorised and regulated by the Financial Conduct Authority (FCA 937456). The information provided on this webpage has been provided from sources by 8AM Global Limited believed to be reliable and accurate. 8AM Global Limited does not accept any liability for the accuracy of the contents. Please note that past performance is not necessarily a guide to the future and investors may not receive the amount originally invested as the value of any investment and the income from it is not guaranteed. The information in this webpage is not intended to provide the basis for any investment advice or recommendations.
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1-5 Stud Offices, Redenham Park, Andover, Hampshire, SP11 9AQ
8AM GLOBAL LIMITED is authorised and regulated by the Financial Conduct Authority under registration number 937456. Registered in England & Wales. Company number: 12696607. Registered office: Stag Gates House, 63/64 The Avenue, Southampton, Hampshire, United Kingdom, SO17 1XS.
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