core equity100
For investors seeking maximum exposure to global stocks for long-term gains.
SIGN UP WITH
Invest in over 1,500 stocks across global markets, with a focus on US and China.
8.98
% p.a. returns (8Y). Withstand short-term volatility for long-term gains.
Compound returns with automatic dividend reinvesting and recurring transfer plans.
Composition
Access diversified, institutional-grade solutions
in one portfolio.
Equities
100%
legend 1
100%
legend 1
100%
legend 1
100%
legend 1
100%
others
100%
Last update: 31 May 2023 14:30 SGT
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
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Past performance
Our Smart Beta strategy optimises your portfolio’s equity component to outperform the markets over time.
core equity100
Returns (8Y)
8.98
MSCI World Index
(Global stocks)
8.62
core equity100
msci world index
Since inception on 30 Jun 2020
Source: Based on Syfe’s internal backtested methodology with information obtained from fund managers. Past returns shown here are for illustration only. They are calculated before fees and in USD terms unless otherwise specified. The past returns since inception are based on model portfolio returns which may not fully account for trading costs, tax implications and timing impacts. Past returns before portfolio inception date are based on our internal backtested data and are not a guarantee for future performance.
Last update: 31 May 2023 14:30 SGT
Projected returns
Versus S$1,090,000 when left uninvested
+ $500 monthly investment for 15 years
Core Equity100
Forecast range
To forecast future returns, we use sophisticated techniques such as the forward-looking Monte Carlo simulation to determine a realistic range of return for you.
2023
Optimistic
If the global financial environment is extremely positive then you might see this return. There is only a 5% likelihood your portfolio return will be at or above this number.
S$3,207,874
Median probability
If the global financial environment performs as expected then this is the median expected return. There is a 50% likelihood your portfolio return will be at or above this number.
S$3,207,874
Conservative
If the global financial environment is extremely negative then you might see this return. There is 95% likelihood your return would be at or above this number.
S$3,207,874
Core Equity100
Forecast settings
The amount of money you are looking to pay upfront in one single payment rather than in instalments.
Investments focused on equity markets that seek to provide high level of capital appreciation over time.
The amount of money you are looking to pay in monthly instalments.
Investments focused on equity markets that seek to provide high level of capital appreciation over time.
The number of years you are planning to invest in this portfolio
Investments focused on equity markets that seek to provide high level of capital appreciation over time.
Featured ETFs in
your portfolio
Invesco QQQ Trust Series 1
Exposure to 100 of the largest non-financial companies by market cap listed on Nasdaq, including computer hardware and software, telecommunications, retail/wholesale trade and biotechnology
iShares Core S&P 500 UCITS ETF
Exposure to the S&P 500 Index, less fees and expenses of the Fund
iShares MSCI EAFE ETF
Exposure to large and mid-cap stocks in developed countries across the world excluding the U.S. and Canada
Consumer Staples Select Sector SPDR Fund
Exposure to large cap consumer staples stocks, including cosmetic and personal care, pharmaceuticals, soft drinks, tobacco and food products
Comparing portfolios
Get started with or diversify your investments with a portfolio that best suits your needs.
core equity100
risk rating
High
annualised returns (8Y)
asset allocation
recommended investment horizon
Long
(10+ years)
core growth
core balanced
core defensive
Moderate high
Moderate low
Low
Medium-long
(5+ years)
Medium
(3+ years)
Short
(2+ years)
Why invest with Syfe?
Learn how our Core portfolios stack against other strategies like traditional ETF investing.
syfe core
diy etf investing
cdp and brokerage account
Not required
Required
investment strategy
Systematic,
3-factor investing
Freestyle
expected returns
Per index
Dependent on
individual skill and experience
automatic dividend reinvestment
biannual rebalancing
management fees
All-inclusive fee at
0.35% to 0.65% p.a.
Commission and brokerage fees payable per trade
TIME REQUIRED
Low
Significant
RISK MANAGEMENT
Automated
Self-directed
Our
Smart Beta
investment strategy
Portfolio aims to maximise risk adjusted return by taking country and sector risk. Optimised by incorporating smart beta factors that enhances long term returns, reduces volatility, and improves diversification.
learn more
asset class
%
Equity
100 %
equities
ETF
SYM
BOL
CLASS
%
CapitaLand Ascott Trust
Real estate and real estate-related assets which are income-producing and predominantly used, as serviced residences, rental housing properties, and other hospitality assets.
CLAS
7.54%
7.54%
CapitaLand Ascott Trust
Real estate and real estate-related assets which are income-producing and predominantly used, as serviced residences, rental housing properties, and other hospitality assets.
CLAS
7.54%
7.54%
CapitaLand Ascott Trust
Real estate and real estate-related assets which are income-producing and predominantly used, as serviced residences, rental housing properties, and other hospitality assets.
CLAS
7.54%
7.54%
CapitaLand Ascott Trust
Real estate and real estate-related assets which are income-producing and predominantly used, as serviced residences, rental housing properties, and other hospitality assets.
CLAS
7.54%
7.54%
Stock
%
YTD
11.57 %
sector
%
Industrial REITs 4
10.5%
REITs Copy 2
10.5%
Industrial REITs 4
10.5%
Industrial REITs 4
10.5%
Industrial REITs 4
10.5%
Industrial REITs 4
10.5%
Countries
%
Country
11.57 %
Core Equity100
Past returns
PERIOD
%
YTD
11.57 %
PERIOD
%
YT2023D
11.57 %
PERIOD
%
YT2023D
11.57 %
FAQs
What is Core Equity100?
Core Equity100 is 100% allocated to global equities. The portfolio holds equity ETFs which collectively invest in over 3,500 stocks of the world’s top companies.
Learn more here.
What ETFs are included in the Equity100 portfolio?
You can view the entire list after completing your Risk Analysis via the 'Get started’ button on our website or the ‘Add portfolio’ button on the Syfe client dashboard.
What is the risk of the Equity100 portfolio?
This portfolio carries the same risk as investing directly in equities. Your portfolio may be subject to significant losses during a market downturn.
Will the Equity100 portfolio include asset classes other than equities?
No. The Equity100 portfolio will maintain a long-term strategic asset allocation to 100% equity ETFs.
Is Core Equity100 suitable for me?
Core Equity100 portfolio is designed for investors who want maximum exposure to global equities, and who are willing to take on higher systematic risks to potentially generate better returns relative to a traditional passive indexing strategy. For investors seeking low-risk investments, this portfolio may not be appropriate. To understand whether the Equity100 portfolio is suitable for you, please book an
complimentary appointment with our wealth experts.
How are the ETFs in Core Equity100 chosen?
Syfe selects ETFs that are liquid, and with low expense ratios to minimise costs and maximise returns.Additionally, Core Equity100 uses a Smart Beta strategy that takes into consideration the following factors: growth and value, volatility and country exposure. The portfolio also aims to achieve global diversification by investing in over 1,500 stocks from across the world through broad-based ETFs.
For more details. please refer to our explainer
here.
Can I customize the ETFs in my Equity100 portfolio?
The ETFs in Core Equity100 have been selected to offer you the most efficient portfolio allocation and to to optimize your risk-adjusted returns. Changing the constituents may result in less than optimal returns.
