EQUITY ALPHA

Equity Alpha is a globally diversified equity portfolio built using J.P. Morgan Asset Management’s Research Enhanced Index (REI) ETFs. Instead of making large concentrated bets, the strategy maintains broad market exposure while applying a large number of small, research-driven over- and underweights at the stock level. This disciplined, benchmark-aware approach seeks to enhance returns over time while keeping overall sector and regional exposures aligned with the broader market.

Equity Alpha follows a structured and disciplined approach rather than frequent trading. The underlying ETFs apply research-driven stock tilts within a benchmark-aware framework, and Syfe rebalances the portfolio periodically to maintain target allocations. Changes are incremental and data-driven, not based on short-term market timing.

You can view the full list of underlying ETFs in the portfolio details section within the Syfe app. The portfolio comprises five J.P. Morgan Research Enhanced Index (REI) ETFs covering the US, Europe, Japan, Asia Pacific ex-Japan, and Emerging Markets.

Equity Alpha is a professionally managed discretionary portfolio. This means Syfe manages the asset allocation and implementation on your behalf in line with the portfolio’s strategy. Individual ETF weights or holdings cannot be customised, ensuring the integrity and discipline of the investment approach.

Core Equity100 provides broad, factor-based global equity exposure designed to track markets efficiently at low cost. Equity Alpha, by contrast, applies research-driven stock selection within a benchmark-aware framework to seek incremental outperformance over time.

The two portfolios are driven by different sources of return. Core Equity100 relies on systematic factor exposures such as size, value and quality, while Equity Alpha seeks to add value through disciplined active insights and stock-level tilts. Neither approach is inherently better than the other — they serve different objectives and can complement each other within a diversified investment strategy.

Active management risk

The portfolio seeks to outperform the benchmark through research-driven stock tilts. There may be periods where these tilts detract from performance, resulting in underperformance relative to the broader market.

Market risk

As a fully invested global equity portfolio, Equity Alpha is exposed to market fluctuations. Economic, geopolitical or sector-specific events may negatively impact equity markets and the value of your investment.

Tracking deviation risk

While the strategy maintains sector and regional neutrality, stock-level tilts may cause returns to differ from the benchmark, positively or negatively.

Currency risk

Investments are made across multiple global markets, and currency movements may affect returns.

Investment involves risk, including the possible loss of principal.