Diversification: The portfolio is diversified across different fixed income assets, such as government bonds, corporate bonds, and convertible bonds. This diversification helps reduce the impact of any single bond or asset class on the overall portfolio's performance.
Active Management: The portfolio is actively managed, allowing it to adapt to changing market conditions. This active approach aims to optimize income generation and manage risk effectively.
Monthly Payouts: Both Income+ Pure and Income+ Enhance options offer monthly dividend distributions. Investors can choose to receive these payouts directly to their bank accounts or reinvest them, depending on their immediate income needs.
Institutional-like Access at Lower Cost: Syfe aims to provide investors with access to best-in-class institutional strategies at a fraction of the cost typically associated with such access. By passing on any trailer fee rebates received from fund managers, Syfe helps investors achieve significant cost savings.
Tax Efficiency: The portfolio is constructed with funds domiciled in Hong Kong and Luxembourg, which provides greater tax efficiency in terms of dividend withholding taxes compared to US-domiciled ETFs. This strategy can potentially save Hong Kong-based investors up to 30% in dividend withholding taxes.