The Core Growth portfolio is a higher risk portfolio that is invested mainly in stock ETFs and individual stocks. They 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.
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 growth portfolio is one that’s predominantly invested in equities, with a smaller allocation to bonds and other assets for diversification. Historically, stocks have delivered higher returns than bonds. As such, a larger allocation to equities tends to help maximise your return potential.
Core growth is generally more suitable for investors with a long term investing horizon.
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