Syfe invests on your behalf in equity, bond and gold Exchange Traded Funds (ETFs). These ETFs, in-turn, hold individual stocks and bonds to track global market indices. This investing strategy is known as index investing and is used by experts for intelligent diversification
The Core Defensive portfolio is a low-risk portfolio that is invested mainly in high-quality bond ETFs. It also contains an allocation to individual stocks, stock ETF and gold ETFs for added diversification.
The portfolio is designed for investors who prefer stable returns that are better than what a traditional savings account can generate.
Passive investment portfolios are usually made up of Exchange Traded Funds (ETFs) which in turn hold individual stocks. ETFs charge a fee for managing dividends, rebalancing and among other processes. Syfe uses its proprietary technology platform to match ETF performance and directly invest in individual stocks. The fee savings of up to 50% are passed on to you.
A defensive portfolio generally focuses on lower-risk investments to generate steady returns. Although the return potential may be lower compared to a growth-focused portfolio, the higher exposure to bonds helps limit short-term fluctuations.
Syfe Core portfolios hold equities, bonds and gold in varying allocations. We use exchange-traded funds (ETFs) and individual stocks to represent each asset class to ensure that each portfolio is broadly diversified across sectors and geographies.
Our portfolio methodology for Syfe Core rests on three guiding principles:
As per Securities and Futures Commission regulations, we are required to verify your identity by a HK$10,000 or US$1,300 bank transfer from your bank account, in order to open a Syfe account for you. After account opening, there is no minimum investment amount to get started.
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