Syfe invests on your behalf in equity, bond and gold Exchange Traded Funds (ETFs). The equity ETFs in turn hold individual stocks to track the stock market indices across the world. This is an index investing strategy used by experts for intelligent diversification.
The Core portfolios comprises stock, bond, and gold ETFs that aim to provide global diversification and better risk-adjusted returns.
The portfolios are constructed using an Asset Class Risk Budgeting approach to achieve a relatively stable asset allocation making them ideal for passive investing.
The equity component of the Core portfolios are further optimized using Smart Beta factors namely growth, large-cap and low-volatility factors. To improve risk-adjusted returns, the Core portfolio also holds an increased exposure to technology and Chinese stocks.
Clients can choose from three different Core portfolio types depending on their investment goals, time horizon and risk appetite: Core Defensive, Core Balanced, Core Growth
The Core Growth portfolio is a higher risk portfolio that is invested mainly in stock ETFs. These ETFs collectively invest in over 3,500 stocks of the world’s top companies. To provide additional diversification, the portfolio also contains an allocation to bond and gold ETFs.
The portfolio is designed for investors seeking to maximise the long-term risk-adjusted returns of their portfolio and who are comfortable with short-term market volatility.
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Why the name Syfe?
In Japanese, the word Saifu means wallet and to be closely associated with our most important attribute - which is the word safe