MYTHEO, a robo-advisor operated by GAX MD, has launched the MYTHEO Target Return Portfolio, designed specifically for clients of VKA Wealth Planners.
The portfolio balances potential returns with effective risk management over the medium to long term, focusing on financial goals such as retirement, education funding, and wealth creation.
Leveraging MYTHEO‘s access to a wide range of exchange-traded funds (ETFs) in developed and emerging markets, the portfolio combines growth, income, and inflation-hedging assets.
It also utilises Artificial Intelligence (AI) and data-driven strategies to help clients navigate market volatility and make more objective investment decisions.
VKA Wealth Planners, established in 2003, offers financial planning services in Malaysia, including will writing via ewill.com.my and employee benefits through easycover.my, with offices in Penang, Kota Kinabalu, and other locations nationwide.
GAX MD, regulated by the Securities Commission of Malaysia, has been providing tech-driven, algorithmic investment portfolios since 2019.
Client funds are held by an independent trustee, in line with regulatory requirements.
Ronnie Tan, CEO and Managing Director of GAX MD, said,
“This curated portfolio marks our first collaboration and is a reflection of our shared commitment in providing innovative, high-quality investment options for investors.
Our teams have worked tirelessly to bring this portfolio to fruition – conducting extensive back-testing, refining strategies and ensuring that the MYTHEO Target Return Portfolio is optimally positioned to meet its objectives and deliver sustainable returns over the long term.”
Edward Ooi, VKA’s Chief Investment Advisory Officer, said,
“The portfolio will be globally diversified across stocks, bonds, commodities and real estate, leveraging MYTHEO’s access to a broad range of ETFs in both developed and emerging markets.
In my 26 years of industry experience, I’ve seen investors chase after high returns without fully understanding the risk involved. MYTHEO’s AI-driven approach eliminates emotional decision making, offering a disciplined, risk-adjusted investment strategy that aligns with each client’s financial objectives.”
