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What is Syfe Income+? What are the advantages of investing in Income+ portfolios?

Syfe Income+ is an actively managed investment solution designed to help investors earn consistent monthly income in HKD. It offers three portfolio options to suit different income needs and risk preferences:

  • Income+ Pure: Ideal for investors seeking regular monthly income with lower risk.
  • Income+ Enhance: Ideal for investors looking for higher monthly income and potential long-term capital appreciation.
  • Income+ Max: Designed for investors looking to maximise monthly income along with growth potential.
     

All portfolios are actively managed and diversified across a range of multi assets and fixed-income assets to reduce risk and enhance stability on the overall portfolio’s performance.


Key Features

  • Monthly Payouts:
    Clients can choose to receive monthly payouts directly to their bank accounts or reinvest them. The payout to bank account feature can be enabled only if your current portfolio value is at least HK$10,000.
  • Diversification:
    Spread across multi assets to reduce impact on 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 approach aims to optimize income generation and manage risk effectively.
  • 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 (if any), Syfe helps investors achieve significant cost savings.
  • Tax Efficiency:
    Income+ Pure and Enhance are built with funds domiciled in Hong Kong and Luxembourg, which helps Hong Kong-based investors save up to 30% in dividend withholding taxes compared to US-domiciled ETFs.
    Income+ Max is strategically constructed using a majority of UK-domiciled (UCITS) ETFs. This structure significantly reduces dividend withholding taxes and ensures higher tax efficiency. All distributions from Income+ Max are already net of all applicable taxes.
     

Learn more about Income+ investment strategy.