Performance
As we aspire to become a high performance organization, we always try to make it a habit of paying close attention to performance numbers. We track a diverse set of performance metrics to measure how well did we do in equities. We place a great emphasis on two performance indicators; Return on Investment (ROI) measures our realized return over average fund invested while Total Return, as measured by Time Weighted Rate of Return (TWRR) keeps track on portfolio’s total return inclusive of realized and unrealised gain. By measuring Total Return, we are able to evaluate the performance of the portfolio against selected benchmarks. Other performance metrics would include portfolio dividend yield relative to benchmark yield, portfolio beta, sharpe ratio, information ratio and tracking error. We begin tracking these more advanced performance metrics since 2009. This serves as a guide for portfolio managers to identify factors causing their outperformance/underperformance.
Historical Performance
<Click to see our Historical ROI since inception>
Performance Metrics for Equity