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
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
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
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
Composition
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Equity
70.21%
Bonds
23.83%
Commodity
5.96%
Annualised Past ReturnsSource: 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 31st Mar 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 31st Mar 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 31st Mar 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.
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 31st Mar 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.
Past returns are not a guarantee for future performance.
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YTD (Actual)
15.8%3 Years
2.5%5 Years
8%8 Years
8.6%ForecastBy 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.
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.
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.
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 havein 5 years
HKD 97,246
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Source: Syfe internal backtested data, BlackRock, Invesco, Vanguard and StateStreet. Past returns are not a guarantee for future performance.
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