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Thematic

Invest in the future you believe in

Align your convictions with mega investment trends. Express your views with our personalised thematic portfolios.

SATELLITE INVESTING

Diversify into trending sectors like healthcare, disruptive tech, ESG and the China market.

FULLY CUSTOMISABLE

Leave it to our experts, or personalise your portfolio by adjusting allocations.

COST-EFFICIENT

Built with best-in-class ETFs that offer market exposure at low cost.

Portfolios at a glance

Get exposure to global megatrends with our forward-looking thematic portfolios.

Disruptive Technology
Very high risk

Investments that seek to maximize long term capital appreciation through concentrated exposures to sectors, countries or emerging mega trends.

Investments that seek to maximize long term capital appreciation through concentrated exposures to sectors, countries or emerging mega trends.

Invest in sectors like AI, robotics and blockchain.
Avg ann return (5Y)

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 {insert_date}. 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 {insert_date}. 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.

13.47
% p.a.
ESG & Clean Energy
Very high risk

Investments that seek to maximize long term capital appreciation through concentrated exposures to sectors, countries or emerging mega trends.

Investments that seek to maximize long term capital appreciation through concentrated exposures to sectors, countries or emerging mega trends.

Invest in sectors like EV, water and clean energy.
Avg ann return (5Y)

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 {insert_date}. 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 {insert_date}. 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.

11.30
% p.a.
China Growth
Very high risk

Investments that seek to maximize long term capital appreciation through concentrated exposures to sectors, countries or emerging mega trends.

Investments that seek to maximize long term capital appreciation through concentrated exposures to sectors, countries or emerging mega trends.

Invest in companies driving China’s new economy.
Healthcare Innovation
Very high risk

Investments that seek to maximize long term capital appreciation through concentrated exposures to sectors, countries or emerging mega trends.

Investments that seek to maximize long term capital appreciation through concentrated exposures to sectors, countries or emerging mega trends.

Invest in sectors like pharma, genomics and biotech.
Avg ann return (5Y)

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 {insert_date}. 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 {insert_date}. 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.

7.20
% p.a.

Our investment strategy

With Syfe Themes, you can now align your personal values and convictions with your investment preferences. Thematic portfolios let you invest in a big idea or mega-trend that capitalises on long-term structural shifts.

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Why invest with Syfe?

Learn how thematic portfolios stack against other strategies like traditional investing.

SYFE Thematic
DIY etfs

brokerage account

Not required

Required

investment strategy

Systematic,
3-factor investing

Freestyle

expected returns

Varies by theme.
Aims to outperform index investing

Dependent on
individual skill and experience

automatic dividend reinvestment

biannual rebalancing

management fees

All-inclusive fee at
0.35% to 0.65% p.a.

Commission and brokerage fees payable per trade

TIME REQUIRED

Low

Significant

RISK MANAGEMENT

Automated

Self-directed

Marketing Module

Low fees
from 0.35%

Syfe believes in building wealth
through passive, long-term investing.
Our proprietary strategy systematically
selects funds and factors to deliver
better long-term risk-adjusted returns.

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FAQs

What are Syfe Select Themes?

Syfe Select Themes is a way to apply thematic investing to your portfolio. Many investors want their portfolios to reflect their values and investment preferences. With thematic portfolios, you can do just that.

Syfe Select Themes offers four different portfolio themes: ESG & Clean Energy, Disruptive Technology, Healthcare Innovation, and China Growth.

Can I invest in multiple theme portfolios?

Of course! You may invest in multiple Syfe Select Themes portfolios depending on your investment goals and risk appetite.

How safe are Syfe Select Themes?

All forms of investments carry a certain degree of risk. Clients should consider their personal risk appetite and evaluate it against the risk rating of each Syfe Select Themes portfolio, which are in turn determined using weighted average risk scores of the individual ETFs within the portfolio. In general, thematic portfolios should be used to complement your core investment holdings and should make up less than 30% of your overall portfolio allocation.

Will there be dividends for Syfe Select Theme portfolios?

Some of the underlying ETFs in Syfe Select Theme portfolios distribute dividends. These will be credited to your portfolio automatically and reinvested for you at no charge.