Syfe Core Portfolios outperformed both benchmarks and peers in 2024, following major enhancements. Despite a year of volatile interest rates, Income+ Portfolios delivered steady returns that outpaced the broad bond markets. The distribution yield for Income+ Preserve increased from 4.5% – 5.0% p.a to 5.0% – 5.5% p.a., following re-optimisation. In Q3 2024, we introduced the S&P 500 Downside Protected Portfolio (Protected Portfolio) to provide you with innovative tools for structuring your portfolios.
Key Takeaways
Table of Contents: Core Portfolios: Outperform Benchmarks and Peers following Strategic Enhancements Income+: Strong Performance Amid Uncertainty Syfe REIT+ : S-REITs Deserve a Closer Look Specialised Portfolios: More Ways to Grow and Diversify Cash+ : A Better Way to Manage Your Short-Term Cash Market Outlook 2025
Performance Spotlight: 2024 was an exceptional year for Syfe’s Core Portfolios, with every portfolio delivering...