VaR Portfolio
Series

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. ‘VaR’ stands for ‘Value at Risk’: the percentage amount that a portfolio is likely to lose within a specified timeframe. Portfolios with higher risks typically have higher potential returns.

 
 
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Asset allocation is scientifically structured to capture all 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 portfolios are allocated to world-class investment managers who have been selected through a rigorous due diligence process. The portfolios are constructed with clearly-defined risk and return attributes and focus on long-term capital appreciation.

The United G Strategic Fund forms the core equity allocation for the VaR cash portfolios - with the exception of VaR 18 Asia and CPF portfolios. The Fund incorporates academically proven long-term drivers of return, as well as Environmental, Social and Governance (ESG) factors in its investment process.

The VaR portfolios are constructed with a globally-diversified asset allocation comprising over 9,000 securities from 47 countries and representing over 35 currencies. The portfolios are available in capital appreciation or dividend payout modes.

The Advantages of Globally Diversified Portfolios

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Margin of Safety
Margin of Safety

When it comes to money, many don’t cater enough margin of safety. Just like buying travel insurance before a holiday, or having a wet-weather plan for an outdoor event, your financial plan should have some contingencies and room for unforeseen circumstances.

Embrace the World
Embrace the World

Holding a handful of different funds or investments, or spreading your assets across different financial institutions does not mean you are diversifying the right way.

The Difference Between Weather and Climate
The Difference Between Weather and Climate

Reacting to daily movements in stock and bond prices is like being distracted by the weather. It’s the long-term goals - climate that you should be focusing on.

 

Tailor your Investments to your Risk-appetite

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What is the right investment strategy for you?
What is the right investment strategy for you?

Following investment advice from your best buddy or copying their investments could be bad for you

Spreading investment risk through diversification
Spreading investment risk through diversification

Holding a diversified investment portfolio offers investors exposure to a wider range of economic cycles, reduces risk, and increases the likelihood of a better investment outcome.

Do You Know How Much Your Investments Could Lose?
Do You Know How Much Your Investments Could Lose?

Do you know how much money your investments could lose? What is VaR and why it is better than the investment industry’s favourite metric - volatility?

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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.