AQ Rolling 12-month sector hit rate & Cumulative Performance

For 8+ years, we’ve systematically tracked two metrics:

• How often AQ-chosen funds beat their sector average (hit rate)
• The compounded value this adds over time (cumulative performance)

Methodology:

• 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 graph: % Rolling 12 month AQ fund selection win-rate per sector
Grey line: % base 50% random hit rate – or “pot luck”

Key Takeaways:

1. This data quantifies the likelihood of AQ-selected funds outperforming their respective benchmarks over any 12-month window.
2. This data shows the potential cumulative outperformance of each sector over the period 2016-2024.

Timeframe: 2016 to year end 2024

Scatter chart showing the stability of 8AM AQ Classic relative to benchmark members

We’ve analysed the discrete annual performance and volatility data for the AQ Classic range against all IA Mixed Asset sector members.

What you’re seeing:

AQ Classic (orange): Launched June 2020, our original risk-targeted strategy.
IA Sector Members (grey/dark grey/black): IA Mixed Asset Sector Constituents

Key Takeaways:

1. 2020; Our methodology delivered significant outperformance.
2. 2022; Our portfolios’ 10% drawdown, while in line with the sector, was achieved through transparent defensive positioning.
3. In all other years, AQ Classic consistently sits in the upper left of the risk-return distribution, without taking excessive active risk.

Timeframe: Discrete calendar years and “since launch” (30 June 2020 – 31 December 2024)

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.