We have re-optimised your Core portfolios (Equity100, Growth, Balanced, Defensive) and Thematic portfolios (Disruptive Technology, Healthcare Innovation, and ESG & Clean Energy). Syfe’s core and thematic portfolios are rebalanced twice a year to maintain their strategic asset allocations and enhance long-term returns. At Syfe, we advocate a passive, long-term investment strategy. We focus on minimising cost and adopt a systematic investing approach. The current rebalance focuses on addressing price and factor drifts to keep the portfolios optimised. You can read more about our investment strategy
here.
Here are the key updates to Syfe Core Portfolios
For Core Defensive, Balanced and Growth Portfolios
After re-optimisation, the allocation to bonds in the Core Defensive, Balanced, and Growth portfolios increased by 0.9%, 2.3%, and 1.8%, respectively. Meanwhile, the allocation to equities decreased correspondingly, with the allocation to gold remaining relatively stable.In our Syfe Core portfolios, we use the
Asset Class Risk
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