Strategic Asset Growth: A Comparative Analysis
战略性资产增长：一项对比分析
An illustrative journey of a USD 10,000 principal investment, benchmarked for superior, risk-adjusted returns.
一万美元本金投资的例证之旅，旨在实现卓越的风险调整后回报。
Quantitative & Qualitative Insights
量化与质化洞察
Compounded Annual Growth Rate
复合年增长率
Global Diversified Managed Portfolio / 全球多元化管理投资组合
15.10%
Outperformance
超额表现
vs. Benchmark / 对比基准
+4.79%
Benchmark CAGR
基准复合年增长率
S&P 500 ETF / 标准普尔500指数ETF
10.31%
As of 31 July 2025 / 截至2025年7月31日
Active Management vs. Passive Indexing
主动管理 vs. 被动指数
Key Takeaway: Our active management strategy leads to lower volatility and greater stability compared to passive market tracking.
核心摘要： 我们的主动管理策略与被动市场追踪相比，带来了更低的波动性和更高的稳定性。
Core Tenets of Our Approach
我们的核心投资原则
Key Takeaway: We prioritize capital preservation and stable, long-term growth to deliver superior, risk-adjusted returns for the discerning investor.
核心摘要： 我们优先考虑资本保值和稳定、长期的增长，为独具慧眼的投资者提供卓越的风险调整后回报。
Personalize Your Financial Future
个性化您的财务未来
This illustration is based on a fixed historical model. To project your own potential growth based on your unique financial situation, initial investment, and time horizon, use our interactive Wealth Calculator.
此图例基于固定的历史模型。要根据您独特的财务状况、初始投资和时间范围来预测您自己的潜在增长，请使用我们的互动财富计算器。
Launch the Wealth Calculator / 启动财富计算器 →Granular Annual Performance Data (%)
年度详细业绩数据 (%)
| Year / 年份 | Global Diversified Managed Portfolio / 全球多元化管理投资组合 | S&P 500 ETF / 标准普尔500指数ETF |
|---|
Key Risk Metric Analysis
关键风险指标分析
Superior Risk-Adjusted Returns (Sharpe Ratio)
卓越的风险调整后回报 (夏普比率)
The Global Diversified Managed Portfolio exhibits a higher Sharpe Ratio, indicating more effective returns for the level of risk undertaken compared to the benchmark.
全球多元化管理投资组合展现出更高的夏普比率，表明与基准相比，其在承担的风险水平上获得了更有效的回报。
Lower Volatility Profile (Standard Deviation)
较低的波动性 (标准差)
With a lower standard deviation, the portfolio demonstrates greater stability and consistency, mitigating significant market downturns more effectively than the S&P 500 ETF.
凭借较低的标准差，该投资组合表现出更高的稳定性和一致性，比标准普尔500指数ETF更有效地缓解了重大市场下行。
Our Value-Driven Methodology
我们的价值驱动方法论
Our superior risk-adjusted performance is not a coincidence; it is the deliberate result of a disciplined, value-investing methodology. We methodically avoid assets with inflated valuations, focusing exclusively on acquiring fundamentally sound, undervalued assets. This strategic patience and analytical rigour form the bedrock of our ability to generate consistent returns while prudently managing risk.
我们卓越的风险调整后表现并非偶然；它是有纪律的价值投资方法论的必然结果。我们系统地避免估值虚高的资产，专注于收购基本面稳健、价值被低估的资产。这种战略耐心和分析严谨性构成了我们实现持续回报同时审慎管理风险的能力基石。
Explore Live Asset Valuation / 探索实时资产估值 →Important Disclosures / 重要披露
This document is for informational and illustrative purposes only and is not intended as an offer, solicitation, or recommendation for the purchase or sale of any financial instrument. The data and opinions presented herein are based on sources believed to be reliable and in good faith, but their accuracy, completeness, and timeliness are not guaranteed. All information is subject to change without notice.
本文件仅供参考及说明之用，不构成购买或出售任何金融工具的要约、招揽或建议。本文所载数据及观点乃基于相信属可靠及善意的来源，但我们对其准确性、完整性及及时性概不作保证。所有资料可随时更改，恕不另行通知。
All investments involve significant risk, including the possible loss of principal. Historical performance, whether actual or illustrated, is not a reliable indicator and provides no guarantee of future results. The value of any investment can and does fluctuate, and investors may not get back the full amount invested.
所有投资均涉及重大风险，包括可能损失本金。过往表现，无论是实际的还是例证性的，均不是可靠的指标，也不对未来结果提供任何保证。任何投资的价值都可能且确实会波动，投资者可能无法取回全部投资金额。
The information provided does not constitute investment, financial, legal, regulatory, or tax advice. It is essential that prospective investors conduct their own independent due diligence and consult with their professional advisors to assess the suitability of any investment based on their individual financial situation and objectives.
所提供的信息不构成投资、财务、法律、监管或税务建议。潜在投资者必须进行自己的独立尽职调查，并咨询其专业顾问，以根据其个人财务状况和目标评估任何投资的适宜性。