Asked 4d ago
Hi anon, I believe the SRI is based on your risk level (through the financial assessment questions.). This is what I found on StashAway's site:
"Our recommendation only serves as a gauge of your risk appetite. You’re free to select an SRI level that is higher or lower than the recommendation. And you can always change it along the way, as we understand that your financial needs might change at different phases of your life. With that said, we definitely recommend that you aim to select an SRI that’s true to your personal preferences. By taking more risk than you’re comfortable with, the inevitable short-term market ups and downs may be more painful for you to handle. A key to setting up a successful investment plan is to set one up that you don’t play with, no matter how the markets or economy is doing."
With regards to Syfe REITS, it also depends on your investment objectives, etc. You could look into diversifying your portfolio into REITs as well if you have the spare cash and they meet your objectives.
Hope it helps.
Show More Products