Login
investment portfolios

Investment Management

Be in control of your financial future.

Pick the brains of our advisers in a no-strings-attached session to find out how you can manage your investments and realise your financial goals.

GYC VaR 16 Portfolio

The GYC VaR series is a core portfolio strategy guided by our belief in Evidence-Based Investing, an investment approach that draws upon the research of some of the most innovative and respected academics in the world. Asset allocation is scientifically structured to capture all the known dimensions of return from both equity and fixed-income markets. These include factors such as size, value, and profitability for equities, and give investors the best chance to maximise their investment outcome in the long run.

The investment mandates within the portfolio are allocated to world-class investment managers who have been selected through a rigorous due diligence process. This portfolio is constructed with clearly-defined risk and return attributes. The portfolio focuses on long-term capital appreciation.

VaR 16 has a loss metric of –16% (VaR) with a globally-diversified asset allocation of 100% Stocks, comprising over 9,000 securities from 47 countries and representing 35 currencies.

Model Portfolio Statistics (in SGD)

(As of 31 March 2018)
Portfolio
Year to Date-2.57%
Total Return since Inception (Jan 2017)9.24%
Annualised Standard Deviation10.16%
Sharpe Ratio0.67

Notes to Performance: The above represents pro-forma performance results and do not reflect ongoing advisory fees. There may be differences between the above composite performance record and the actual record subsequently achieved. No representation is being made that client’s performance will or likely achieve the composite performance record similar as shown. Past performance is not indicative to future results.

Long-Term Return and Risk Attributes

Returns (Compound Annualised)
10 Yrs20 Yrs30 Yrs
Upper Range17.2%13.5%9.8%
Lower Range–5.6%3.3%7.2%
Average8.3%8.2%7.9%
1 Year VaR @95% CI16 +/- 2%
Peak to Trough (2008 Crisis)–49%
Immed Rally from 2008 Crisis+48%

Notes: These statistics were measured using a 100% Global Equity Index which was taken to represent a similar allocation to the portfolio. Indices are not available for direct investment; therefore their performance does not reflect the expenses associated with the management of an actual portfolio.

Be in control of your financial future.

Pick the brains of our advisers in a no-strings-attached session to find out how you can manage your investments and realise your financial goals.

Investment Management
Investment Solutions

Be in control of your financial future.

Pick the brains of our advisers in a no-strings-attached session to find out how you can manage your investments and realise your financial goals.

Investment Management
Investment Solutions

© 2018 GYC Financial Advisory Pte Ltd | Co Reg No 199806191K