What are the relevant fees or lock-in period for Income+ portfolios?

Syfe Income+ offers the advantage of having no lock-in period, subscription fees, and withdrawal fees. 
Investors can access their funds without incurring any additional charges, entering or exiting the portfolio based on financial goals and requirements.

Syfe also absorbs many of the costs typically charged by other platforms—such as switch and redemption fees—by offering access to institutional share classes and passing on 100% of trailer fee rebates (if any). As of January 2026, this results in significantly lower net Fund Level Fees (the weighted average of the net unified management fees of the constituent funds after accounting for trailer fee rebates):

  • 0.60% for Income+ Pure
  • 0.74% for Income+ Enhance 
  • 0.44% for Income+ Max

In addition, Syfe’s platform fee ranges from 0.25% to 0.65% per year, depending on your total assets under management or invested amount.
This cost-efficient and transparent structure allows you to invest with confidence and control.