syfe

Core Growth portfolio factsheet

This portfolio invests predominantly in equities for higher risk-adjusted returns over the long-term. Gain exposure to the best US and Chinese stocks in one portfolio.

  • Higher allocation to equities
  • Focus on technology stocks
  • Automatic dividend reinvestment
  • No lock-ups and no minimum balance
    Except for the first transfer.Learn more
illustration
illustration

Core Growth portfolio factsheet

This portfolio invests predominantly in equities for higher risk-adjusted returns over the long-term. Gain exposure to the best US and Chinese stocks in one portfolio.

  • Higher allocation to equities
  • Focus on technology stocks
  • Automatic dividend reinvestment
  • No lock-ups and no minimum balance
    Except for the first transfer.Learn more
illustration
illustration

Core Growth portfolio factsheet

This portfolio invests predominantly in equities for higher risk-adjusted returns over the long-term. Gain exposure to the best US and Chinese stocks in one portfolio.

  • Higher allocation to equities
  • Focus on technology stocks
  • Automatic dividend reinvestment
  • No lock-ups and no minimum balance
    Except for the first transfer.Learn more
illustration
illustration

Core Growth portfolio factsheet

This portfolio invests predominantly in equities for higher risk-adjusted returns over the long-term. Gain exposure to the best US and Chinese stocks in one portfolio.

  • Higher allocation to equities
  • Focus on technology stocks
  • Automatic dividend reinvestment
  • No lock-ups and no minimum balance
    Except for the first transfer.Learn more
illustration
illustration

Composition

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Equity

70.22%

Bonds

23.44%

Commodity

6.34%

Annualised Past Returns
Source: Syfe internal backtested data provided by underlying ETF participants and/or supported by the historical securities data. Annualised past return is the geometric average calculated on daily NAVs with gross income reinvested over the backtested period. The backtested period is as of 30th Apr 2024 14:30 HKT. The returns are calculated before management fees. Different customer tiers will have different fee structures and performance may not be the same.

Past returns are not a guarantee for future performance.
Source: Syfe internal backtested data provided by underlying ETF participants and/or supported by the historical securities data. Annualised past return is the geometric average calculated on daily NAVs with gross income reinvested over the backtested period. The backtested period is as of 30th Apr 2024 14:30 HKT. The returns are calculated before management fees. Different customer tiers will have different fee structures and performance may not be the same.

Past returns are not a guarantee for future performance.

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YTD (Actual)
15.8%
3 Years
0.6%
5 Years
7%
8 Years
8.3%

Forecast
By using Syfe internal backtested data, the past performance is for reference only and is not an exact reflection of the actual return received by the investors in all cases. Investors should be aware that positive distribution yield may not imply a positive return.

The information or advertisement contained herein does not constitute an offer, any solicitation, invitation or recommendation to engage in any investment activities. Investors should consider his/her own circumstances.
By using Syfe internal backtested data, the past performance is for reference only and is not an exact reflection of the actual return received by the investors in all cases. Investors should be aware that positive distribution yield may not imply a positive return.

The information or advertisement contained herein does not constitute an offer, any solicitation, invitation or recommendation to engage in any investment activities. Investors should consider his/her own circumstances.

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You could have
HKD 95,979
in 5 years
Forecast illustration

General enquiries

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Source: Syfe internal backtested data, BlackRock, Invesco, Vanguard and StateStreet. Past returns are not a guarantee for future performance.

Simple, all-inclusive fee from 0.35%

Simple, all-inclusive fee from 0.35%

Simple, all-inclusive fee from 0.35%

As featured in

Ming Pao
Bloomberg
Sing Tao
Financial Times
TechCrunch
CNBC
Syfe

Pronounced as
Sounds like life

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

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The information contained herein is for general information and reference purposes only. Information on this website is not and should not be construed as an offer to sell, or a solicitation of an offer to buy any security, investment product or service, nor a distribution of information for any such purpose. It is not intended to form the basis of any investment decision.
Investors should not make any investment decision based solely on the information and services provided herein. Before making any investment decision, investors browsing this website should consider his/her own circumstances including but not limited to his/her financial situation, investment experience and investment objectives, and should understand the nature, terms and risks of the relevant investment funds in detail.
Unless otherwise specified, all historical figures shown are for illustration purposes only and not necessarily indicative of future performance. All forms of investment carry risks, including fluctuation of prices of fund units and the possibility of loss of the capital invested. Please ensure that you fully understand the risks and costs involved by reading the Risk Disclosure Statement.
The fund(s) mentioned above may not be authorised by the Securities and Futures Commission ("SFC") in Hong Kong. Please seek professional advice from an independent financial consultant where necessary. The webpage(s) have not been reviewed by the SFC. Syfe Hong Kong Limited (“Syfe”) is a Hong Kong Corporation licensed by the SFC (CE No. BRQ741) under Types 1 (Dealing in Securities), 4 (Advising on Securities), and 9 (Asset Management) for conducting relevant investment activities.
Every reasonable care has been taken by Syfe to ensure that the information included on this website is correct, up-to-date, complete, fit for its intended purpose and in line with relevant legislation and regulations. However, errors or omissions may occur due to circumstances out of Syfe’s control and information or forecast, being current only as at the date it is first posted, showing prevailing market conditions and certain assumptions (which may not be proven valid) posted on this website is and may no longer be true or complete when viewed by you. No warranty will be given or representation made, regarding the accuracy, validity or completeness of the information on this website and no liability is accepted by such persons for the accuracy or completeness of such information.
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