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Core Balanced

• What is the Core Balanced portfolio?

  The Core Balanced portfolio is a medium-risk portfolio with an optimal mix of stock, bond and gold ETFs as well as individual stocks. The asset allocation focuses on better risk-adjusted returns, collectively invested in over 3,500 stocks of the world’s top companies.

  The portfolio is designed for investors seeking moderate long-term growth while still having an exposure to bonds and gold to cushion their portfolio during market declines.

  What is the advantage of Direct Indexing?

  Passive investment portfolios are usually made up of Exchange Traded Funds (ETFs) which in turn hold individual stocks. ETFs charge a fee for managing dividends, rebalancing and among other processes.  Syfe uses its proprietary technology platform to match ETF performance and directly invest in individual stocks. The fee savings of up to 50% are passed on to you.

   

   

  *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.

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• Is Core Balanced right for me?

  A balanced portfolio aims to balance risk and reward by holding both equities and bonds in a more or less equal split. With a balanced portfolio, investors may typically take on some risks to grow their investments moderately over time, but are generally less likely to experience the large fluctuations an equity-heavy portfolio could encounter.

  For more details, please refer to our blog article here: Is A Core Balanced Portfolio Right For You?

   

   

  *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.

  View more