In today’s rapidly evolving market environment, staying invested in the right long-term themes matters more than ever.
That’s why Syfe has refined its Thematic Portfolio suite—China Growth, Disruptive Technology, ESG & Clean Energy, and Healthcare Innovation—to ensure each portfolio remains forward-looking, resilient, and aligned with the structural shifts shaping the global economy.
The latest rebalance strengthens exposure to high-conviction areas such as China’s onshore A-share market, next-generation computing, uranium-driven clean energy, and AI-powered healthcare, while trimming or removing themes that now show weaker forward potential.
These enhancements aim to give investors seamless, diversified access to the most relevant opportunities across each theme and ensure that the portfolios remain aligned with evolving trends and market cycles, well-positioned and forward-looking.
China Growth
The China Growth portfolio aims to capitalise on the New China economy with a composition of ETFs including iShares MSCI China, Kraneshares MSCI China Healthcare Index, Internet, Technology, Consumer Discretionary and more. Its one-year average annual return is 25.98%.
Reoptimisation:
- Increased targeted exposure to China’s onshore market through a higher allocation to KraneShares Bosera MSCI China A 50 Connect ETF (KBA). A-shares have lagged offshore markets due to weaker domestic retail sentiment, slower-moving sector composition and early foreign flows favouring more liquid offshore listings. With improving policy visibility and global investor re-engagement, A-shares now offer meaningful re-rating potential.
- Trimmed allocations to KraneShares CSI China Internet ETF (KWEB), KraneShares MSCI China Clean Technology ETF (KGRN), KraneShares SSE STAR Market 50 ETF (KSTR) and KraneShares MSCI All China Health Care ETF (KURE) to crystallise gains while keeping exposures aligned with target weights.
Disruptive Technology
Investing in innovation sectors like AI, robotics and blockchain, this portfolio comprises ETFs like Roundhill Generative AI & Technology, First Trust NASDAQ Cybersecurity, VanEck Semiconductor, Global X Cloud Computing, and more. It currently sees a five-year average annual return of 12.96%.
Reoptimisation:
- Increased targeted exposure to the next generation of computing through the addition of Defiance Quantum ETF (QTUM), in addition to our existing Blockchain exposure Amplify Blockchain Technology ETF (BLOK). These exposures represent the new optionality sleeve of the portfolio, positioned for higher potential payoff as commercial adoption of frontier technologies expands.
- Strengthened the digital-infrastructure foundation of our portfolio through increased exposure to VanEck Semiconductor ETF (SMH) to capture the semiconductor hardware and compute capacity sector.
- Removed Global X Internet of Things ETF (SNSR) due to a diminishing forward return profile. The IoT growth theme has now shifted from disruptive to incremental, with much of the adoption in wearables, sensors and smart-home devices already captured.
ESG and Clean Energy
This portfolio invests in sectors like EV, water, and clean energy, yielding a five-year average annual return of 7.4%.
Reoptimisation:
- Added exposure to Global X Uranium ETF (URA), providing access to the upstream uranium supply chain across mining, conversion and enrichment. With U.S. policy prioritising national defence and energy security, nuclear fuel has become strategically important, positioning the portfolio to benefit from expanding nuclear capacity and rising demand for low-carbon baseload power.
- Removed First Trust Global Wind Energy ETF (FAN) due to structural headwinds in the wind sector, including supply-chain bottlenecks, higher turbine input costs and weaker long-term policy visibility. Its single-technology concentration increased vulnerability in a pro–fossil-fuel environment.
Healthcare Innovation
The Healthcare Innovation portfolio invests in sectors like pharma, genomics, and biotech, with ETFs and funds like the iShares US Healthcare Providers ETF, Health Care Select Sector SPDR Fund, and more.
Reoptimisation:
- The Healthcare Innovation portfolio is already built on well-structured, sub-theme diversified sleeves that span medical technology, services, biotechnology and large-cap pharmaceuticals. As a result, this rebalance purely re-optimises the weights for risk-adjusted returns.
- These exposures continue to reflect how the sector is transforming across care delivery, scientific discovery and global health-system resilience and it aligns with structural industry drivers such as:
- Ageing demographics and labour shortages
- The rise of chronic diseases
- Accelerating adoption of AI-driven medical technologies across the U.S., Europe and Asia
Keen to capture long-term growth through data-driven, future-ready themes? Explore Syfe’s Thematic Portfolios today.
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