facebookCurrently investing on Syfe 3 portfolio. Should I move to stashaway? - Seedly

Anonymous

08 Sep 2020

Robo-Advisors

Currently investing on Syfe 3 portfolio. Should I move to stashaway?

I've invested in Syfe's Full REIT, Equity100 and Global ARI. Should I move my Equity100 and Global ARI to Stashaway? I've been reading and people do recommend that they go with stashaway for general investment and Syfe for REIT.

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Syfe

08 Sep 2020

Hey there! As Gordon mentioned, Equity100 is a portfolio that's unique to Syfe.
Syfe's Equity100 portfolio is 100% invested in equities. Microsoft, Amazon, Facebook, Alibaba, and more are among some of the key stock holdings in the portfolio.

What's more, Equity100 is built using a multi-factor smart beta approach that's designed to generate better returns. Simply put, the portfolio is tilted to three key factors - growth, low-volatility, large-cap - that have driven and will continue to drive outperformance.

There's another reason why Syfe’s smart beta strategy is so compelling. Based on broader cyclical trends and changing market conditions, we will change the factors you are exposed to over time. If growth stocks - which a lot of tech stocks happen to be - start underperforming, we might tilt the Equity100 portfolio to value stocks instead.

Additionally, Equity100 holds the iShares Core S&P 500 UCITS ETF, which is domiciled in Ireland. This makes it more tax efficient for investors (as compared to a US-domiciled ETF tracking the same S&P 500 index).

Our Global ARI portfolio is also different from other "general investment" portfolios. We use a proprietary risk management strategy that's designed to cushion your portfolio against severe losses in the event of another market correction.

Ultimately, each of the 3 portfolios serve a different investment need. If you have more questions about your portfolios, do feel free to speak to our advisors!

Why not try both?:)

You can put some money into StashAway to try and compare!!:)

Your Global ARI portfolio maybe. That one is similar to what Stashaway offers. You should consider h...

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