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)
|Year to Date||-8.61%|
|Total Return since Inception (Jan 2017)||32.11%|
|Annualised Standard Deviation||14.26%|
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 Nett Return and Risk Attributes
|Returns (Compound Annualised)|
|5 Yrs||10 Yrs|
|1 Year VaR @95% CI||18 +/- 2%|
|Peak to Trough (Oct 07 to Nov 08)||–52%|
|Immediate Rally (Nov 08 to Dec 09)||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.