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esg & clean energy
Our ESG portfolio is designed with the future in mind. Invest for long-term returns while making a positive impact on our world.
Effortlessly diversify across global leaders in ESG, EV, clean energy and more.
ESG factors and long-term performance are often shown to be positively correlated.
Your portfolio is systematically rebalanced by our experts to reflect the latest developments.
Our ESG
investment strategy
Syfe's ESG & Clean Energy portfolio invests in companies that rank highly on all environmental, social, and corporate governance (ESG) criteria.
We take businesses in industries like oil and tobacco out of the equation, and focus on those that make an environmental impact. ETFs aligned to clean energy and water sustainability make up half of our portfolio.
Sustainability pays off
Capture long-term growth from businesses that are making the world a better place.
ESG Leaders
E-commerce
Luxury goods
Travel and leisure
Healthcare
Education
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WIND ENERGY
E-commerce
Luxury goods
Travel and leisure
Healthcare
Education
SOLAR ENERGY
E-commerce
Luxury goods
Travel and leisure
Healthcare
Education
CLEAN ENERGY
E-commerce
Luxury goods
Travel and leisure
Healthcare
Education
WATER RESOURCES
E-commerce
Luxury goods
Travel and leisure
Healthcare
Education
LITHIUM & BATTERY TECHNOLOGY
E-commerce
Luxury goods
Travel and leisure
Healthcare
Education
Composition
Access diversified, institutional-grade funds in
one portfolio.
iShares MSCI
EM ESG
17.65%
Invesco Water
Resources
14.06%
iShares MSCI
USA ESG
15.87%
iShares MSCI
EAFE ESG
15.46%
others
36.96%
Last update: 31 May 2023 14:30 SGT
Past performance
Our Smart Beta strategy optimises your portfolio’s equity component to outperform the markets over time.
ESG & CLEAN ENERGY
avg ann return (5y)
11.71
esg & Clean energy
Past returns are shown for illustrative purposes only. They are calculated before fees and in USD terms unless otherwise specified. The past returns since inception (6 April, 2022) are based on model portfolios returns which may not fully account for trading costs, tax implications and timing impacts. Past returns prior to portfolio inception date are based on our internal backtested data with information obtained from underlying fund managers. Past returns are not a guarantee for future performance.
Last update: 31 May 2023 14:30 SGT
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
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ESG & clean energy
Composition
Companies
%
Company 1
4.25%
sector
%
Information Technology
21.96%
country
%
Country 1
4.25%
ESG & CLEAN ENERGY
Past returns
equiTY
Funds
ClASS
YTD
1Y
3Y
5Y
iShares Inc iShares ESG Aware MSCI EM ETF
1.42%
12.13%
12.13%
12.13%
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.
