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Core Equity 100

• What is Core Equity100?

  Core Equity100 invests 100% in global equities. 76% of the portfolio holds individual US stocks and remaining are equity ETFs. Collectively it invests in over 1,500 stocks of the world’s top companies. Learn more here.

  What ETFs are included in the Equity100 portfolio?

  After registration, you can view the entire list via the ‘Add portfolio’ button on the Syfe client dashboard.

  What is the risk of the Equity100 portfolio?

  This portfolio carries the same risk as investing directly in equities. Your portfolio may be subject to significant losses during a market downturn.

  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 Equity100 suitable for me?

  Core Equity100 portfolio is designed for investors who want maximum exposure to global equities, and who are willing to take on higher systematic risks to potentially generate better returns relative to a traditional passive indexing strategy.

  For investors seeking low-risk investments, this portfolio may not be appropriate. To understand whether the Equity100 portfolio is suitable for you, please book a complimentary appointment with our Wealth Experts.

   

   

  *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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• How are the ETFs in Core Equity100 chosen?

  Syfe selects ETFs that are liquid, and with low expense ratios to minimize costs and maximize returns.

  Additionally, Core Equity100 uses a Smart Beta strategy that takes into consideration the following factors: growth and value, volatility and country exposure. The portfolio also aims to achieve global diversification by investing in over 1,500 stocks from across the world through broad-based ETFs. 

  For more details, please refer to our explainer here.

   

   

  *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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• Can I customise the ETFs in my Equity100 portfolio?

  The ETFs in Core Equity100 have been selected to offer you the most efficient portfolio allocation and to optimise your risk-adjusted returns. Changing the constituents may result in less than optimal returns.

   

   

  *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