KUALA LUMPUR: MYTHEO by GAX MD, a digital investment management platform, has launched a new investment portfolio crafted specifically for the clients of VKA Wealth Planners.
Regulated by the Securities Commission, GAX MD has been empowering investors since 2019 with cutting edge, tech-driven algorithmic investment portfolios.
As a regulated entity, client funds are securely held by an independent trustee, ensuring enhanced safety and peace of mind.
“We’re excited to partner with VKA Wealth Planners to deliver tailored investment portfolios that meet the unique needs of their clients. This curated portfolio marks our first collaboration and is a reflection of our shared commitment to providing innovative, high-quality investment options for investors,” said Ronnie Tan Tai Ngee, chief executive officer and managing director of GAX MD.
“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,” he said in a statement.
Datuk Javern Lim, founder and group managing director of VKA Financial Group, said the collaboration with GAX MD opens new investment opportunities for its clients, providing them access to globally diversified, multi-asset portfolios.
“This partnership further reinforces our commitment to empowering clients with financial tools that align with their life goals,” he said.
The MYTHEO Target Return Portfolio, curated exclusively for VKA clients, is designed to balance potential returns with effective risk management over the medium to long term. It aims to achieve potential good returns by blending growth, income, and inflation-hedging assets.
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,” he said.
