Everest Portfolios

The Everest series is a core portfolio strategy utilising the latest advancements in Evidence-Based Investing. The portfolio is scientifically structured to capture all the known dimensions of return from both equity and fixed-income markets in the most efficient and low-cost solution currently available to investors.

 
 
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Using index funds from Dimensional Fund Advisors, EVEREST portfolios are built to capture all the proven sources of return from both equity and fixed-income markets.

EVEREST portfolios prioritise proven sources of expected return like value, size and profitability premiums over the market, with the goal of long-term equity outperformance. Among these, term and credit premiums (in portfolios with fixed income allocations) are dynamically maximised to derive optimal risk and return during different yield and credit cycles.

All portfolios undergo a strict portfolio construction process, with clearly defined risk and return attributes that will improve investors’ probability of achieving their long term goals. Everest portfolios comprise over 9,000 securities from 47 countries and representing 35 currencies.

We have a range of Everest portfolios in both USD and SGD with different risk and return attributes to suit a diverse range of goals. Capital appreciation or dividend payout modes are available.


What is Evidence Based Investing?

 

Investing Based On Assumptions Of The Future Will Leave You Frustrated and Often at a Loss


Schedule a Consultation

Are you looking for advice on how to invest to reach your financial goals? Meet with us in a no-strings-attached session to learn more about how our evidence-based investment solutions can help you systematically grow your wealth.