Syfe HK adopts a straightforward and fully transparent fee structure.
| Portfolio type | Annual Management Fee Range |
| Managed Portfolios (Income+, Core, Thematic) | 0.25% - 0.65% p.a.* |
| Cash+ Flexi | 0.1% - 0.2% p.a.* |
| Cash+ Fixed | 0% (no fee) |
*The exact rate within each range is determined by your account tier. The higher your total relationship balance with Syfe, the lower your applicable fee percentage. For full details on tier qualification, please refer to: How do the pricing tiers work?
Fee Calculation and Billing
- The fee is calculated daily based on each portfolio’s Net Asset Value (NAV).
- It is deducted monthly directly from your portfolio’s cash balance.
- Charges are fully pro-rated to the exact number of days your funds remain invested
What is included in your management fee?
Our management fee covers the following:
- Portfolio monitoring and management
- Automatic rebalancing
- Custody and administration
- Any internal transfer between portfolios
There are no hidden charges for account opening, deposits, or withdrawals. The sole charge you will ever see from Syfe is this single, all-inclusive annual management fee.
To view your current tier and precise fee rate at any time, please login to your Syfe account, navigate to “MENU” → “PRICING”
