Investment | Management Fee (p.a.) | Amount |
---|---|---|
CASH+ FIXED HKD | None | No minimum |
CASH+ FLEXI USD | None | No minimum |
Investment | Management Fee (p.a.) | Amount |
---|---|---|
CASH+ FIXED HKD | None | No minimum |
CASH+ FLEXI USD | None | No minimum |
Investment | Management Fee (p.a.) | Amount |
---|---|---|
CASH+ FIXED HKD | None | No minimum |
CASH+ FLEXI USD | None | No minimum |
Investment | Management Fee (p.a.) | Amount |
---|---|---|
CASH+ FIXED HKD | None | No minimum |
CASH+ FLEXI USD | None | No minimum |
For our investment portfolios, our fees range from 0.35% to 0.65% per year based on the higher of your total assets under management or total invested amount.
Please note that the total invested amount is calculated as all cash inflows minus cash outflows. Any withdrawals and dividends paid out to bank accounts are categorised as cash outflows.
The value of your total assets under management is your portfolio value / net asset value.
Our management fee covers everything from portfolio monitoring to automatic rebalancing. You are not charged any additional brokerage or platform fees.
Fees are calculated on a daily basis and billed at the end of each month. If you withdraw your balance before that, you pay only for the days your money was managed by Syfe. Your Syfe client tier, and corresponding fees, are decided by the higher of your total assets under management or total invested amount across all portfolios.
No, unlike traditional investment management, Syfe does not charge you transaction or brokerage fees. There are no sales charges, no withdrawal fees and no hidden charges, so you pay even lower fees.
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