core equity100
For investors seeking maximum exposure to global stocks for long-term gains.
Invest in over 1,500 stocks across global markets, with a focus on US and China.
12.75
% p.a. returns (8Y). Withstand short-term volatility for long-term gains.
Compound returns with automatic dividend reinvesting and recurring transfer plans.
Composition
Access diversified, institutional-grade solutions
in one portfolio.
Equities
100%
legend 1
100%
legend 1
100%
legend 1
100%
legend 1
100%
others
100%
Last update: 31 May 2023 14:30 SGT
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
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Past performance
Our Smart Beta strategy optimises your portfolio’s equity component to outperform the markets over time.
core equity100
Returns (8Y)
12.75
MSCI World Index
(Global stocks)
11.97
core equity100
msci world index
Past returns are shown for illustrative purposes only. They are calculated before fees and in USD terms unless otherwise specified. The past returns since inception (31 March 2022) are based on model portfolios returns which may not fully account for trading costs, tax implications and timing impacts. Past returns prior to portfolio inception date are based on our internal backtested data with information obtained from underlying fund managers. Past returns are not a guarantee for future performance.
Last update: 31 May 2023 14:30 SGT
Comparing portfolios
Get started with or diversify your investments with a portfolio that best suits your needs.
core equity100
risk rating
High
annualised returns (8Y)
asset allocation
recommended investment horizon
Long
(10+ years)
core growth
core balanced
core defensive
Moderate high
Moderate low
Low
Medium-long
(5+ years)
Medium
(3+ years)
Short
(2+ years)
Why invest with Syfe?
Learn how our Core portfolios stack against other strategies like traditional ETF investing.
syfe core
diy etf investing
brokerage account
Not required
Required
investment strategy
Systematic,
3-factor investing
Freestyle
expected returns
Per index
Dependent on
individual skill and experience
automatic dividend reinvestment
biannual rebalancing
management fees
All-inclusive fee at
0.35% to 0.65% p.a.
Usually payable per trade
TIME REQUIRED
Low
Significant
RISK MANAGEMENT
Automated
Self-directed
Our
Smart Beta
investment strategy
Portfolio aims to maximise risk adjusted return by taking country and sector risk. Optimised by incorporating smart beta factors that enhances long term returns, reduces volatility, and improves diversification.
learn moreasset class
%
Equity
100 %
equities
ETF
SYM
BOL
CLASS
%
CapitaLand Ascott Trust
Real estate and real estate-related assets which are income-producing and predominantly used, as serviced residences, rental housing properties, and other hospitality assets.
CLAS
7.54%
7.54%
CapitaLand Ascott Trust
Real estate and real estate-related assets which are income-producing and predominantly used, as serviced residences, rental housing properties, and other hospitality assets.
CLAS
7.54%
7.54%
CapitaLand Ascott Trust
Real estate and real estate-related assets which are income-producing and predominantly used, as serviced residences, rental housing properties, and other hospitality assets.
CLAS
7.54%
7.54%
CapitaLand Ascott Trust
Real estate and real estate-related assets which are income-producing and predominantly used, as serviced residences, rental housing properties, and other hospitality assets.
CLAS
7.54%
7.54%
Stock
%
YTD
11.57 %
sector
%
Industrial REITs 4
10.5%
REITs Copy 2
10.5%
Industrial REITs 4
10.5%
Industrial REITs 4
10.5%
Industrial REITs 4
10.5%
Industrial REITs 4
10.5%
Countries
%
Country
11.57 %
Core Equity100
Past returns
PERIOD
%
YTD
11.57 %
PERIOD
%
YT2023D
11.57 %
PERIOD
%
YT2023D
11.57 %
FAQs
What is Core Equity100?
What ETFs are included in the Equity100 portfolio?
You can view the entire list after completing your Risk Analysis via the 'Get started’ button on our website or 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.
Will the Equity100 portfolio include asset classes other than equities?
No. The Equity100 portfolio will maintain a long-term strategic asset allocation to 100% equity ETFs.
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.
How are the ETFs in Core Equity100 chosen?
Syfe selects ETFs that are liquid, and with low expense ratios to minimise costs and maximise 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.
Can I customize the ETFs in my Equity100 portfolio?
The ETFs in Core Equity100 have been selected to offer you the most efficient portfolio allocation and to to optimize your risk-adjusted returns. Changing the constituents may result in less than optimal returns.
