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Syfe Select Custom

• How does Select Custom portfolio work?

  Select Custom is a platform that allows you to build your own portfolios from a curated list of over 100 best-in-class ETFs.

  This list of over 100 ETFs was pre-selected by our investment team according to our rigorous screening methodology. We only pick the best low-cost, highly liquid, index-tracking ETFs to ensure that you not only achieve your desired market exposure but also gain optimal risk-adjusted returns. Read more about our selection methodology here.

  The ETFs are managed by world-leading asset managers such as BlackRock, Invesco, State Street, Vanguard, and ARK.

  Once you have logged into your Syfe Portfolios account, you may view the full list by creating a Custom portfolio. 
  
  How many ETFs can I add in my portfolio?

  You may add up to 8 ETFs in your Select Custom portfolio. 

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• Can I edit my Select Custom portfolio after creating it?

  Yes, you can edit the composition and allocation of your Select Custom portfolio. Simply follow the steps below:

  

  Kindly note that the rebalancing process is optimised by the execution of net buy/sell transactions of the underlying securities to achieve the desired target allocation. Please note that your request will be completed within 2-4 business days.

   

  Can I make further edits after I have submitted the changes?

  Yes, you can still make further edits after the changes are submitted. However, kindly note that all edits made to your Custom portfolio must be submitted before the cut-off time at 1 PM SGT on a business day.

  Once it is past the cut-off time, the edit composition feature will be locked until the process is completed within 2-4 business days. We will strive to execute the request on the same business day if it is submitted before the cut-off time. However, we cannot guarantee that this is always possible. The new rebalanced portfolio will be updated on your portfolio dashboard the next business day after 3pm once the process is completed.

   

  Is there a maximum number of times that you can edit your custom portfolios?

  No, there is no maximum limit to the number of times you can submit the edit request under your custom portfolios. You may submit as many requests as you like and it will be processed accordingly.

   

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• How is the overall risk rating calculated for Custom portfolio?

  Each ETF in our investment universe is first given a risk score between 1 to 5 based on its underlying asset class, geography and sector exposures. A score of 1 is very low risk; a score of 5 is very high risk.

  Syfe calculates your Custom portfolio risk rating for you based on the weighted average risk scores of the individual ETFs within the portfolio. Learn more here.

  Please be advised that all forms of investments carry a certain degree of risk. Clients should consider their personal risk appetite and evaluate it against the risk rating of each Custom portfolio they create.

  In general, Select Custom portfolios should be used to complement your core investment holdings and should make up less than 30% of your overall portfolio allocation.

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