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GYC believes in being transparent. Although one can get information on how individual unit trusts perform, it is difficult to see the performance of a portfolio of unit trusts which is managed and rebalanced periodically.
GYC currently operates four portfolios of units trusts named as Strategic Portfolio A, B, C & D, which has different asset allocations (Click here to see the monthly factsheets). We track the following:
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1. Hypothetical Model Performance
(The model assumes that any recommended switches are carried out promptly)
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Year |
A |
B |
C |
D |
| 2004 |
17.4% |
18.4% |
17.7% |
18.9% |
| 2005 |
14.8% |
12.2% |
11.5% |
9.8% |
| 2006 |
11.3% |
9.8% |
8.1% |
7.1% |
| 2007 |
11.7% |
7.9% |
5.9% |
5.1% |
| 2008 |
-43.8% |
-38.2% |
-34.6% |
-28.6% |
| 2009 |
33.3% |
23.1% |
17.9% |
13.6% |
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Click here for the last 12 month's model performance.
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2. Actual Client Performance
(This shows the actual AVERAGE performance of ALL clients over the stated period. This takes into account any delay by clients in actually authorising the recommended switches or even when they decide not to go ahead with any switches)
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| Year |
Average Return p.a. |
Standard Deviation |
| 2004 |
18.23% |
10.43% |
| 2005 |
12.00% |
7.33% |
| 2006 |
12.50% |
6.51% |
| 2007 |
8.03% |
6.04% |
| 2008 |
-36.27% |
12.45% |
| 2009 |
24.82% |
12.13% |
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Important Notes:
1. Close-ended fund investments and private client discretionary accounts are excluded.
2. Past performance figures are not necessarily indicative of the future or likely performance.
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