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What are Bundles?

Bundles are pre-packaged groups of multiple securities or ETFs (also called assets), designed to simplify investing. Each Bundle is created based on factors like:

  • Geographic or industry exposure
  • Historical dividend yield
  • Trading volumes
  • Historical capital appreciation
  • Replication of specific portfolios

Please note that Bundles do not take into account your personal financial situation, risk tolerance, or goals.

How Bundles work?

  • A Bundle is made up of multiple separate orders grouped together for convenience.
  • It is not a single fund or investment product.
  • Bundles are execution-only:
    • They do not constitute financial advice.
    • They do not guarantee returns.
    • Syfe is not responsible for gains, losses, or trade execution.
  • Bundles are not actively managed by Syfe after execution. You are responsible for monitoring your investments.

Bundle Composition & Execution

  • Typically includes 3 to 8 assets.
  • Each asset is treated as a separate trade order.
  • Some orders may not be filled due to market conditions (e.g., low liquidity or price changes).

Minimum Order Value

  • US Bundles: US$100 minimum
  • Additional purchases can be made in increments of US$10

Important to Note

  • Review each asset in the Bundle and ensure it fits your investment profile.
  • Consider seeking independent financial, legal, or tax advice if needed.
  • Bundles are created based on available information at the time and may not reflect real-time market changes