— PERFORMANCE
A track record built on discipline.
Performance data for the Assist One Balanced Growth Portfolio since inception. All figures are net of fees and independently verified.
* Past performance is not a reliable indicator of future results. All returns shown are for the Assist One Balanced Growth Portfolio.
5-Year Annualized Return
12.4%
vs 8.1% FBMKLCI
Sharpe Ratio (5Y)
1.42
Peer median: 0.87
Maximum Drawdown
-9.3%
Peer median: -18.1%
Annualized Volatility
8.7%
vs 14.2% FBMKLCI
Sortino Ratio
2.1
Peer median: 1.1
Information Ratio
0.94
Top quartile
ANNUAL RETURNS
Year-by-Year Performance
| YEAR | ASSIST ONE PORTFOLIO | BENCHMARK | ALPHA |
|---|---|---|---|
| 2019 | +18.4% | +12.1% | +6.3% |
| 2020 | +5.2% | -3.8% | +9.0% |
| 2021 | +22.1% | +15.4% | +6.7% |
| 2022 | -6.8% | -14.2% | +7.4% |
| 2023 | +16.3% | +11.9% | +4.4% |
| 2024 | +14.7% | +10.2% | +4.5% |
Benchmark: FBM KLCI Total Return Index. Returns are net of all management fees. Independent verification by [Auditor Name]. Performance may differ for individual client accounts.
CLIENT OUTCOMES
Selected Case Studies
Family Office — Multi-Asset Transition
+38% net of fees over 3 years
A KL-based family office with a heavily domestic equity-concentrated portfolio engaged us to restructure their holdings. We reduced concentration risk, added international diversification, and introduced an alternatives sleeve — delivering superior risk-adjusted returns through market volatility.
Pre-Retiree — Capital Preservation Strategy
MYR 4.2M preserved; income stream established
A 58-year-old business owner sought to transition from growth to capital preservation ahead of retirement. We designed a 60/40 bond-equity ladder with systematic withdrawal provisions, delivering stable income while protecting purchasing power.
Corporate Treasury — Fixed Income Optimisation
+1.4% yield enhancement vs money market
A mid-size corporate treasury with MYR 80M idle cash sought to enhance returns without material credit risk. We structured a laddered sukuk portfolio with staggered maturities, providing liquidity management and yield uplift.
Case studies are illustrative and based on representative client situations. Individual results vary. Client identities are anonymised. Nothing herein constitutes a guarantee of future performance.
Important Disclaimer: All performance data shown is for the Assist One Balanced Growth Portfolio (composite) and is presented net of management fees. Past performance is not indicative of future results. Investment involves risk, including the possible loss of principal. This information does not constitute investment advice or a solicitation to buy or sell any securities. Assist One Malaysia Sdn. Bhd. is licensed by the Securities Commission Malaysia (License No. [XXXXXXX]).
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