Rebalancing adjusts the asset composition of your portfolio and involves buying and selling assets to maintain the desired asset allocation according to the portfolio’s investment strategy.
The following Syfe Wealth portfolios are managed on a fully discretionary basis and the rebalancing details are as follows:
Syfe REIT+ portfolio
Syfe rebalances your 100% REITs portfolio in line with the iEdge S-REIT Leaders index twice a year in March and September.
The REITs component of the REITs with Risk Management portfolio follows the rebalancing schedule of the iEdge S-REIT Leaders Index as well.
Additionally, the REITs with Risk Management portfolio will be rebalanced as needed based on market circumstances to minimize fluctuations in your portfolio value. This delivers better risk-adjusted returns and greater peace of mind for customers.
When volatility increases, the REITs with Risk Management portfolio is adjusted to take on less risk by holding a lower amount of REITs and a higher amount of bonds. When volatility subsides, we will increase again increase your REITs allocation to capture the market recovery.
Syfe Core portfolios
Syfe rebalances your Syfe Core portfolios twice a year in April and October in accordance with our asset allocation risk budgeting strategy and optimized exposure to smart beta factors that maximizes the long-term risk-adjusted returns for the respective Core portfolios.
Syfe Select Theme portfolios
Syfe rebalances your Syfe Select Theme portfolios twice a year to achieve the most efficient portfolio allocation.
Syfe Select Custom portfolio
Syfe does not rebalance your Syfe Select Custom portfolios. Should you wish to change the composition and allocation of your Custom portfolio, you will be able to edit it accordingly. Learn more here.
Syfe Cash+ portfolio
While there is no regular rebalancing of the Syfe Cash+ portfolio, it is periodically reviewed to achieve an optimal allocation.