Discretionary portfolios

Most of Syfe’s portfolios are discretionary portfolios, which Syfe manages on a full discretionary basis. This means that when you select any of these portfolios, you grant Syfe full authority, on your behalf, to invest in the underlying assets and make adjustments as we consider appropriate.

As part of our discretionary authority, we may re-optimise the portfolios at any time. Each portfolio may have a different re-optimisation strategy.

For example, Core portfolios are re-optimised in accordance with our asset allocation risk budgeting strategy and optimised exposure to smart beta factors that aim to maximise the long-term risk-adjusted returns for the respective Core portfolios. You may refer to this article on how the different portfolios are re-optimised.

Additionally, all discretionary portfolios are automatically rebalanced on a periodic basis back to their target asset allocations to address portfolio drifts which result from market movements.

This discretionary management applies to all portfolios offered by Syfe, except for Select Custom.

Non-discretionary portfolioss

Currently, Syfe offers one non-discretionary portfolio:

Select Custom portfolio

This portfolio allows you to build your own portfolio from a curated list of over 100 best-in-class ETFs. Custom portfolios are constructed and managed solely by you. Unlike other portfolios constructed by Syfe, we do not review, change, or rebalance your Custom portfolio(s).