Core Liquid Strategies:
17-year track record. Consistent returns. Controlled risk.
Growth
Equity strategy targeting long-term compound returns
Target return: 10%-15% p.a.
Balanced
Broadly equal allocation to equities and bonds, medium risk
Target return: 8%-10% p.a.
Conservative
Mostly bonds, with max. 30% equities, low-risk
Target return 6%-8% p.a.
Performance
Launched in 2009/2010, our core liquid strategies have delivered consistent outperformance versus investable benchmarks.
Growth: 72.7% outperformance over 16 years
Balanced: 60.6% outperformance over 17 years
Conservative: 54.4% outperformance over 17 years
Capture the upside. Control the downside. Delivered consistently through market cycles.
Alpha Quest Growth strategy
72.7% steady outperformance vs benchmark since 2010
Investment Approach
Alpha Quest strategies are built using a systematic, rules-based allocation process:
Quantitative investment back-end
Trend-based technical signals
Volatility-weighted portfolio construction
Diversification across multiple asset classes
Strict liquidity requirements at all times
We allocate dynamically across asset classes based on:
Technical trading signals
Relative risk (volatility)
Correlation between assets
How do we choose ETFs?
Only liquid, physically replicating ETFs
No synthetic, leveraged, or inverse structures
Focus on low-cost institutional share classes
Strong issuer quality and fund size
Efficient tracking of underlying indices