Equity Alpha is a globally diversified equity portfolio built using J.P. Morgan Asset Management’s Research Enhanced Index (REI) ETFs. Instead of making large concentrated bets, the strategy maintains broad market exposure while applying a large number of small, research-driven over- and underweights at the stock level. 

This disciplined, benchmark-aware approach seeks to enhance returns over time while keeping overall sector and regional exposures aligned with the broader market.

Is there active trading in the portfolio?

Equity Alpha follows a structured and disciplined investment approach - the underlying ETFs apply research-driven active stock tilts within a benchmark-aware framework, and Syfe rebalances the portfolio periodically to maintain target allocations. Changes are incremental and data-driven, not based on short-term market timing.

Where can I see the ETFs included in the Equity Alpha portfolio?

You can view the full list of underlying ETFs in the portfolio details section within the Syfe app. The portfolio comprises five J.P. Morgan Research Enhanced Index (REI) ETFs covering the US, Europe, Japan, Asia Pacific ex-Japan, and Emerging Markets.

Can I change the composition of my Equity Alpha portfolio?

Equity Alpha is a professionally managed discretionary portfolio. This means Syfe manages the asset allocation and implementation on your behalf in line with the portfolio’s strategy. Individual ETF weights or holdings cannot be customised, ensuring the integrity and discipline of the investment approach.