60% strategic core
Permanent long-term equity exposure:
- 30% Global Equities
- 15% Quality
- 15% Momentum
Market Mode CompassEquity
Stay invested. Adapt intelligently.
Market Mode Compass combines the long-term strength of global equities with a systematic process that adapts to changing economic and market conditions.
60%strategic core
40%adaptive allocation
Quarterlydecisions
Strategy facts
A rules-based global equity strategy combining a permanent core with systematic adaptation as economic conditions and market leadership change.
- Strategy name:
- Market Mode Compass
- Strategy code:
- MMC
- Investment focus:
- Equity
- Investment structure:
- Individually managed mandate portfolio implemented through diversified ETFs
- Managing entity:
- Alphinox Quality AS
- Minimum investment:
- EUR 25,000
- Benchmark / comparator:
- Historical index-based comparator (through 30 June 2026); UETW (from 1 July 2026)
- Reporting currency:
- EUR
- Published performance data:
- Signal date:
- Allocation effective date:
Portfolio structure
60% strategic core. 40% adaptive allocation.
The portfolio has two jobs: maintain long-term equity-market participation and adapt part of the exposure systematically as conditions change.
The adaptive sleeve is systematically allocated toward eligible equity exposures with the strongest combination of underlying economic conditions and market leadership under the approved methodology.
It evaluates observable information and applies predefined rules on a quarterly schedule.
40% adaptive allocation
Selected using MMC’s rules.
- 20% Strongest factor
- 20% Strongest sector
How the allocation is determined
Economic information may include
- Economic growth / business-cycle conditions
- Inflation backdrop
- Interest-rate / monetary-policy environment
Market information may include
- Medium-to-longer-term price trends
- Momentum / relative strength
- Changes in leadership across eligible exposures
Signals are evaluated on a quarterly schedule, with portfolio changes made only at scheduled rebalancing dates. There is no continuous trading and no discretionary reaction to daily headlines.
Quarterly portfolio adaptation deals with changing markets.Long-term methodology governance deals with a changing world. The methodology may incorporate additional market history only at predefined review points and remains fixed between those reviews.
A long-term approach
A long-term approach with a clear benchmark.
As of
- This year (YTD)
- 19.1%
- 1 year
- 20.2%
- 3 years — per year
- 22.5%
- 5 years — per year
- 14.0%
- Since inception — per year
- 14.2%
- Maximum drawdown
- -17.6%
Cumulative performance, indexed to 100
Both series start at 100 on the first published date.
Market Mode Compass 420.01 · Comparator 333.98 ·
History: – · EUR.
Comparator: historical index-based series through ; UBS Core MSCI World UCITS ETF (UETW) from .
Methodology and disclosures
Performance through 30 June 2026 uses the existing historical index-based methodology and its existing cost assumptions. From 1 July 2026, the comparator is a buy-and-hold investment in UBS Core MSCI World UCITS ETF (UETW), used as the investable MSCI World comparator. Observed ETF returns are used directly. No additional assumed product fee is deducted from observed ETF returns after the transition.
Past performance does not guarantee future results.
Suitability
Designed for long-term equity investors.
MMC is intended for investors who believe in the long-term return potential of global equities but prefer a systematic framework over short-term market predictions.
- Acceptance of significant equity-market volatility and drawdowns
- Understanding that adaptation cannot eliminate equity-market risk
Risk information
Market Mode Compass remains fundamentally exposed to equities. The adaptive sleeve changes the distribution of equity exposure but does not provide capital protection, guarantee lower drawdowns or eliminate the risk of material losses.
Investment structure
Assets remain in your own account.
Individually managed mandate
Alphinox manages the portfolio according to the agreed mandate.
Client custody
Client assets remain in the client's own account with the custodian bank.
Minimum investment
EUR 25,000
MMC is implemented as an individually managed mandate portfolio using diversified ETFs.
Need help arranging the account? We work with several custodian banks across Europe and support account opening, ongoing bank communication and portfolio management under the agreed mandate.
Explore bank and account supportFor a long-term perspective
Global equities, intelligently adapted.
Tell us what you are trying to achieve and we will explain whether Market Mode Compass fits that objective.