Rebalancing adjusts the asset composition of your portfolio and involves buying and selling assets to maintain the desired asset allocation according to the portfolio’s investment strategy.

The following Syfe portfolios are managed on a fully discretionary basis and the rebalancing details are as follows:

Core

Syfe rebalances your Syfe Core portfolios twice a year to achieve the most efficient portfolio allocation. 

Select Theme

Syfe rebalances your Syfe Select Theme portfolios twice a year to achieve the most efficient portfolio allocation. 

Cash+ 
While there is no regular rebalancing of the Syfe Cash+ portfolio, it is periodically reviewed to achieve an optimal allocation.

*The information contained herein does not constitute an offer, any solicitation, invitation or recommendation to engage in any investment activities.

*By using a time series factor forecast, the forecast annualised return is for reference only and is not an exact reflection of the actual return received by the investors in all cases. Investors should be aware that positive distribution yield may not imply a positive return.  

The information or advertisement contained herein does not constitute an offer, any solicitation, invitation or recommendation to engage in any investment activities. Investors should consider his/her own circumstances.