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Core Defensive

• What is the Core Defensive portfolio?

  The Core Defensive portfolio is a low-risk portfolio that is invested mainly in high-quality bond ETFs. It also contains an allocation to individual stocks, stock ETF and gold ETFs for added diversification.

  The portfolio is designed for investors who prefer stable returns that are better than what a traditional savings account can generate.

  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 Defensive right for me?

  A defensive portfolio generally focuses on lower-risk investments to generate steady returns. Although the return potential may be lower compared to a growth-focused portfolio, the higher exposure to bonds helps limit short-term fluctuations. 

   

   

  *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