INVESTMENT STRATEGY
The science behind our Managed Portfolios
Investing is a journey. Our proprietary strategy is designed for you to stay on track and go further with your managed portfolios.
diversified
Reduce risk and enhance potential returns with globally-diversified portfolios across asset classes (stocks, bonds and gold) and sectors.
Cost-Effective
We manage costs by using low-cost index strategies as the building blocks of our portfolios, so you keep more of your returns.
for the Long term
Our goal is to build long-term wealth. As this takes time, it is important to be invested and consistent however the markets may be.
Our investment process
Each asset in a Core portfolio is selected based on their risk contribution so you get the most optimised allocations.
Regular monthly payouts made possible by actively fixed income funds and diversified real estate investment trusts.
Beat the market over time with a large basket of small stock positions, actively managed by experts informed by institutional research.
A basket of stocks shaping future global growth, identified by Syfe's investment team and powered with specialist fund providers.
The portfolios are rebalanced every six months to address price / factor drifts and to maintain strategic asset allocation.
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We’re here to help
Reach out to the humans behind our tech. Our wealth advisors will guide you through all our products and services.