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GYC VaR 18 Asia Portfolio

The GYC Asia portfolio specifically targets the Asian growth story: investing in companies which fit themes such as the domestic consumption story, potential restructuring or takeover candidates, competitive global industry leaders, attractive and discounted valuations relative to the market, high earnings visibility and long-term growth potential.

The portfolio aims to seek long-term capital growth from investing into Asian companies which provide attractive earnings growth from the rising wealth of the Asia Pacific region. The portfolio does not pay dividends.

VAR 18 has a loss metric of -18% (VaR) with a concentrated portfolio of approximately 100-150 stocks that focus primarily on the Asia Pacific region.

Model Portfolio Statistics (in SGD)

(As of 31 October 2018)
Portfolio
Year to Date-10.31%
Total Return since Inception (Jan 2017)20.64%
Annualised Standard Deviation11.10%
Sharpe Ratio0.92

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)
5 Yrs10 Yrs
Upper Range16.9%9.9%
Lower Range2.0%6.3%
Average8.9%7.8%
1 Year VaR @95% CI18 +/- 2%
Peak to Trough (2008 Crisis)–53%
Immed Rally from 2008 Crisis+70%

*Notes: These statistics were measured using 50% Asia ex Japan and 50% Asia ex Japan small cap index which was taken to represent an approximate 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

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