syfe
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Invest in 1,500+ top global stocks

Core Equity100 is designed for investors who want maximum exposure to stock market opportunities with an extended investment horizon to capture long-term gains

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illustration
illustration
portfolio-icon
portfolio-icon
portfolio-icon

Invest in 1,500+ top global stocks

Core Equity100 is designed for investors who want maximum exposure to stock market opportunities with an extended investment horizon to capture long-term gains

illustration
illustration
illustration
portfolio-icon
portfolio-icon
portfolio-icon

Invest in 1,500+ top global stocks

Core Equity100 is designed for investors who want maximum exposure to stock market opportunities with an extended investment horizon to capture long-term gains

illustration
illustration
illustration
portfolio-icon
portfolio-icon
portfolio-icon

Invest in 1,500+ top global stocks

Core Equity100 is designed for investors who want maximum exposure to stock market opportunities with an extended investment horizon to capture long-term gains

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Annualised Past Returns
(Last 8 Yrs)
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.
12.13%
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No. of stocks
1,500+
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Annual fee
0.35% to 0.65%
As your investment grows
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Risk Rating
4
High Risk
Investments focused on equity markets that seek to provide high levels of capital appreciation over time.
  • 100% equity allocation
  • Invest in the top companies globally
  • Automatic dividend reinvestment
  • No lock-ups and no minimum balance*
    • *As per SFC regulations, the first transfer has to be at least HK$10,000 from a local bank account.Learn more

    Hong Kong's first direct indexed Core portfolio

    USDirect, Syfe’s innovative direct indexing process, replaces the US index ETFs with individual US stocks. This reduces external ETF fees by up to 50%.Learn more
    View portfolio data

    Over 100,000+ investors trust the Syfe brand
    to grow their wealth

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    Syfe Hong Kong Limited
    Regulated by
    Securities and Futures Commission of Hong Kong (SFC)
    License - CE No: BRQ741
    Platform partners
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    Asia FinTech AwardPersonal Tech AwardABF Award
    *The screen displays and/or the images of the website are for reference and illustration purposes only.
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    Past performance

    Annualised Past Returns (last 8 yrs)

  • Syfe Core Equity100 (Global stocks)
    • 12.13%*
  • Syfe Core Equity100 (Global stocks)
    • 12.13%*
  • Syfe Core Equity100 (Global stocks)
    • 12.13%*
  • MSCI World Index (Global stocks)
    • 12.07%*
  • MSCI World Index (Global stocks)
    • 12.07%*
  • MSCI World Index (Global stocks)
    • 12.07%*
    *
    Unless stated otherwise, all information as at 31st Mar 2024 14:30 HKT.

    Source: Syfe internal backtested data provided by underlying ETF official. Annualised past return is the geometric average calculated on daily NAVs with gross income reinvested over the backtested period. The backtested period has been updated till 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.
    Last update - 31st Mar 2024 14:30 HKT
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    View portfolio data
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    Our Investment Strategy

    Syfe believes in a passive, long-term investment strategy. We focus on minimising cost and adopt a systematic investing approach that aligns your financial goals and risk appetite to deliver long-term returns.

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    Our Investment Strategy

    Syfe believes in a passive, long-term investment strategy. We focus on minimising cost and adopt a systematic investing approach that aligns your financial goals and risk appetite to deliver long-term returns.

    illustration
    illustration
    illustration

    Our Investment Strategy

    Syfe believes in a passive, long-term investment strategy. We focus on minimising cost and adopt a systematic investing approach that aligns your financial goals and risk appetite to deliver long-term returns.

    illustration

    Simple, all-inclusive fee from 0.35%

    Simple, all-inclusive fee from 0.35%

    Simple, all-inclusive fee from 0.35%

    Syfe, a Singapore-headquartered digital investment platform, has made two senior appointments, one from Schroders and one ex-UBS veteran, to bolster its business expansion in Hong Kong.
    Read full article on AsianPrivateBanker
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    General Enquiries

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    Personalised consultation for Black tier and above

    Get a personalised consultation based on your goals if you are planning to invest more than HK$200,000.
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    Frequently asked questions

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    What is Syfe?
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    Is Syfe safe? Where's the team from?
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    How to get started with Syfe?
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    What is Core Equity100?

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    Core Equity100 invests 100% in global equities. 76% of the portfolio holds individual US stocks and remaining are equity ETFs. Collectively it invests in over 1,500 stocks of the world’s top companies.

    What is the advantage of Direct Indexing?

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    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.

    Is Core Equity100 suitable for me?

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    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 a complimentary appointment with our Wealth Experts.

    What ETFs are included in the Equity100 portfolio?

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    After registration, you can view the entire list via the ‘Add portfolio’ button on the Syfe client dashboard.

    What is the risk of the Equity100 portfolio?

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    This portfolio carries the same risk as investing directly in equities. Your portfolio may be subject to significant losses during a market downturn.

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    As featured in

    Ming Pao
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    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.
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