Core Growth

• What is the Core Growth portfolio?

  The Core Growth portfolio is a higher risk portfolio that is invested mainly in stock ETFs and individual stocks. They collectively invest in over 3,500 stocks of the world’s top companies. To provide additional diversification, the portfolio also contains an allocation to bond and gold ETFs.

  The portfolio is designed for investors seeking to maximise the long-term risk-adjusted returns of their portfolio and who are comfortable with short-term market volatility.

  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 Growth right for me?

  A growth portfolio is one that’s predominantly invested in equities, with a smaller allocation to bonds and other assets for diversification. Historically, stocks have delivered higher returns than bonds. As such, a larger allocation to equities tends to help maximise your return potential.

  Core Growth is generally more suitable for investors with a long term investing horizon. Find out more in our blog article: Is A Core Growth 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