higher return – less risk – lower costs

We develop rule-based investment strategies that outperform the market in the long term. We apply exclusively scientific models whose success has been documented in numerous studies.

iq MULTI-Strategy
iq MULTI-Strategy EUR DAX® Performance Index
Return p.a. (geo.): 17,16 %  vs. 3,83 %
2020 Return: 14,06 %  vs. 3,55 %
2021 Return YTD: 7,91 %  vs. 9,40 %
Maximum loss: -15,42 %  vs. -72,68 %
Volatility p.a.: 11,93 %  vs. 20,78 %
Longest bear market: 1,82 years  vs. 7,31 years

This umbrella strategy combines dividend, momentum, trend following and seasonal approaches. Two methods are applied for the selection of high-dividend DAX® shares along with two strategies for the momentum-based selection of shares from the HDAX®.

Based on a trend following strategy, the portfolio is topped off with securities selected from the NASDAQ100®, with the addition of two seasonal DAX® and MDAX® timing strategies. All strategies invest either directly in shares or ETF. Some strategies are based on falling stocks, implemented by using a short ETF with no leverage.

Applicable to portfolios over EUR 250.000 and above.

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iq LowBeta SuperSectors
iq Systematic-Investment EUR DAX® Performance Index
Return p.a. (geo.): 14,19 %  vs. 3,83 %
2020 Return: 4,50 %  vs. 3,55%
2021 Return YTD: 4,33 %  vs. 9,40 %
Maximum loss: -14,52 %  vs. -72,68 %
Volatility p.a.: 9,47 %  vs. 20,78 %
Longest bear market: 1,49 years  vs. 7,31 years

This strategy is an expanded version of iquant MULTI, which additionally invests in the MSCI World, MSCI Emerging Markets and Gold.

Applicable to portfolios over EUR 2m and above.

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iq StockInvestor Germany