Over 0 funds ranked. For less than £25 per month*
Every fund in every IA sector, scored on 19 metrics each month.
Top 10% investable. Next 10% review. The remainder, sell.
*based on a £250,000 client portfolio
- 12-mo win rate
- 76%
- 5yr · Global 80
- +66%
- 5yr vol · G80
- 10.6%
- AMC
- 12 bps
FCA-authorised discretionary manager.
Available on the UK's leading adviser platforms.
Discipline is the missing variable.
- 01 · The pattern
- 02 · The variable
- 03 · The fix
Most fund selection fails the same way.
Not because managers lack intelligence, but because intelligence alone can't override the instinct to hold on too long, back familiar names, or mistake conviction for evidence.
Discipline, not insight.
Across thousands of holdings, alpha is added early and then given back. The shape repeats across managers, sectors and decades. The missing variable is when to sell, not what to buy.
Same metrics. Every fund. Every month.
The AQ engine removes that variable. Every fund ranked monthly on the same 19 metrics, with the same sell discipline regardless of who manages it or how long it's been held. Passive at the core. Active where the data earns it.
Alpha Life Cycle · cumulative relative ROI
AQ selected funds beat their sector 76% of the time.
Same framework every month, every range. The funds we hold beat their IA sector on a rolling 12-month basis, and every model sits ahead of its sector over 5 years.
76 of every 100 AQ-held funds beat their IA sector, rolling.
Every range beats its IA sector over 5 years.
Efficiency-led savings passed back to our clients.
Dispassionate scoring relative to sector peers.
“Other MPS providers rise and fall over the shorter term, but 8AM AQ has remained in our top risk-adjusted performers for years.”
Discipline isn’t how often we change. It’s when we don’t.
Every sector is re-scored monthly. Most reviews confirm what we hold still works. The lever that can move is our sector scenario (Standard or Defensive) which reshapes how AQ selects within each sector, often without changing the fund.
Scenario changes
- IA UK All CompaniesStandard
- IA UK Equity IncomeNot in Global
- IA UK Smaller CompaniesNot in Global
- IA Europe ex UKStandard
- IA European Smaller CompaniesNot in Global
- IA JapanStandard
- IA Global Emerging MarketsStandard
- IA North AmericaStandard
- IA North American Smaller CompaniesStandard
- IA Asia Pacific ex JapanStandard
- IA TechnologyStandard
- IA GlobalStandard
All sectors Positive. All Standard.
Every held fund still ranked in its decile. No scenario changes, no switches — the data said keep going.
Where a switch isn’t warranted, we don’t make one. Activity for activity’s sake is the cost most MPS clients never see.
Three risk profiles. One discipline.
Every band runs on the same engine, only the equity weight changes. Pick a model to see what advisers are actually buying this month.
Balanced growth. Most-held band across the IFA panel.
- North America52%
- UK12%
- Europe ex UK11%
- Japan8%
- Asia Pacific / EM9%
- Global / Thematic8%
Geographic weights are an output of the AQ engine, not a top-down view. The sleeve tilts where decile rank concentrates.
Full holdings listFive years.Three models.Zero black boxes.One thesis.
The argument is the same on every page that follows. We publish the inputs, the scores, the switches and the reasoning — so the evidence is auditable and the discipline is visible.
Sample documents.
One of each kind we publish. View any item below and see what you get.
- Factsheet — Global 60May 2026 · FCT.202605.60 · 2pp · PDF
- Factsheet — Global 80May 2026 · FCT.202605.80 · 2pp · PDF
- Factsheet — Global 100May 2026 · FCT.202605.100 · 2pp · PDF
- Change report12 May 2026 · CHG.20260512 · 4pp · PDF
- Quarterly investment reportQ1 2026 · QIR.202603.80 · 12pp · PDF
- Investment Process Guidev2026.1 · IPG.2026.1 · 18pp · PDF
- Due Diligence Packv2026.1 · DDQ.2026.1 · 24pp · PDF
Twenty minutes is enough to know if AQ Global fits within your panel.
A working call with the investment or distribution team, named below. We’ll send the relevant materials in advance, so you’re not sitting through a pitch deck.
Prefer to talk first? Book a 20-minute call
Terms of Business issued same day, either AAC or ROO depending on your structure/preference. Once signed, we enable AQ Global on your chosen platforms, book an onboarding session, and get your client-facing literature and welcome packs out in the post.
