


core equity100



For investors seeking maximum exposure to global stocks for long-term gains.
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100% equity with diversified exposure to over 5,000 stocks and automatic dividend reinvesting.
Designed using low-cost index ETFs and optimised with proven factors like value, size, and quality for superior long-term returns.
Managed in partnership with top asset managers, using decades of experience and proven track record.
CORE EQUITY100 is now SRS-eligible
Go beyond simply tax savings, and accelerate your retirement goals with our bank-beating returns.
Find out more

Our
Smart Beta
investment strategy
Portfolio aims to maximise risk adjusted return by taking country and sector risk. Optimised by incorporating smart beta factors that enhances long term returns, reduces volatility, and improves diversification.
learn moreComposition
Access diversified, institutional-grade solutions
in one portfolio.
Equities
100%
Information Technology
21.89%
Financials
13.46%
Consumer Discretionary
12.79%
Industrials
11.88%
OTHERS
39.98%
Last update: 28th February 2025 14:30 SGT
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
Stocks in US-listed technology companies such as Microsoft, Apple, Visa, Cisco, Intel etc
Past performance
Our Smart Beta strategy optimises your portfolio’s equity component to outperform the markets over time.
core equity100
Returns (8Y)
9.97
MSCI All Country World Index
(Global stocks)
10.05
core equity100
MSCI All Country World Index
Past returns are shown for illustrative purposes only. They are calculated before fees and in SGD terms unless otherwise specified. The past returns since inception (30 June 2020) are based on model portfolios returns which may not fully account for trading costs, tax implications and timing impacts. Past returns prior to portfolio inception date are based on our internal backtested data with information obtained from underlying fund managers. Past returns are not a guarantee for future performance.
Last update: 28th February 2025 14:30 SGT
Projected returns
Versus S$40,000 when left uninvested
+ $500 monthly investment for 5 years
Core Equity100
Forecast range
To forecast future returns, we use sophisticated techniques such as the forward-looking Monte Carlo simulation to determine a realistic range of return for you.
2023
Optimistic
If the global financial environment is extremely positive then you might see this return. There is only a 5% likelihood your portfolio return will be at or above this number.
S$3,207,874
Median probability
If the global financial environment performs as expected then this is the median expected return. There is a 50% likelihood your portfolio return will be at or above this number.
S$3,207,874
Conservative
If the global financial environment is extremely negative then you might see this return. There is 95% likelihood your return would be at or above this number.
S$3,207,874
Featured ETFs in
your portfolio
Xtrackers S&P 500 Equal Weight UCITS ETF
Equal weighted exposure to top 500 US stocks.
iShares Core S&P 500 UCITS ETF
Exposure to the S&P 500 Index, less fees and expenses of the Fund
VanEck Morningstar Wide Moat ETF
Exposure to attractively priced companies with sustainable competitive advantages.
Dimensional US Targeted Value ETF
Exposure to small and mid cap US value companies.
Comparing portfolios
Get started with or diversify your investments with a portfolio that best suits your needs.
core equity100
risk rating
High
annualised returns (8Y)
asset allocation
recommended investment horizon
Long
(10+ years)
core growth
core balanced
core defensive
Moderate high
Moderate low
Low
Medium-long
(5+ years)
Medium
(3+ years)
Short
(2+ years)
Why invest with Syfe?
Learn how our Core portfolios stack against other strategies like traditional ETF investing.
syfe core
diy etf investing
cdp and brokerage account
Not required
Required
expected returns
Per index
Dependent on
individual skill and experience
automatic dividend reinvestment
biannual rebalancing
management fees
All-inclusive fee at
0.25% to 0.65% p.a.
Commission and brokerage fees payable per trade
TIME REQUIRED
Low
Significant
Related articles
asset class
%
Equity
100
equities
ETF
SYM
BOL
CLASS
%
iShares Core S&P 500 UCITS ETF
Stocks in the 500+ biggest US-listed companies (market capitalisation weighted) such as Microsoft, Apple, Amazon, Facebook, Berkshire Hathaway etc
CSPX
23.10%
Xtrackers S&P 500 Equal Weight UCITS ETF
Stocks in the 500+ biggest US-listed companies (equal weighted) such as Hewlett Packard, Estee Lauder, Intel Corporation etc
XDEW
15.60%
Invesco QQQ Trust Series1
Stocks in 100 of the largest non-financial companies (market capitalisation weighted) such as Microsoft, Apple, Facebook, Google etc
QQQ
15.48%
VanEck Morningstar Wide Moat ETF
Stocks in attractively-priced companies with sustainable competitive advantages such as Bristol-Myers Squibb, Salesforce, Autodesk etc
MOAT
14.23%
iShares MSCI EAFE ETF
Stocks in developed market equities, excluding the U.S. and Canada such as Nestle, Roche, Novartis, HSBC, BP etc
EFA
10.91%
Dimensional US Targeted Value ETF
Stocks in 1400+ small and midcap US-listed companies targeting profitability and attractive pricing such as Chesapeake Energy, Invesco, Sofi Technologies etc
DFAT
7.72%
iShares MSCI China ETF
Stocks in the 500+ smallcap to midcap China-listed companies such as JD.com, Ping An Insurance, China Construction Bank etc
MCHI
6.28%
iShares Core MSCI EM IMI UCITS ETF
Stocks in over 3000 large, mid and small-cap emerging markets companies such as Taiwan Semiconductor, Tencent, Samsung, Alibaba etc
EIMI
3.69%
KraneShares CSI China Internet ETF
Stocks in China-listed internet companies such as Tencent, Meituan, Alibaba etc
KWEB
2.99%
Stock
%
Apple Inc
3.14
Microsoft Corp
2.71
NVIDIA Corp
2.6
Amazon.com Inc
2.01
Alphabet Inc
1.97
Tencent Holdings Ltd
1.52
Meta Platforms Inc
1.25
Alibaba Group Holding Ltd
1.21
Broadcom Inc
1.05
Tesla Inc
0.79
sector
%
Information Technology
21.89
Financials
13.46
Consumer Discretionary
12.79
Industrials
11.88
Health Care
11.37
Communication Services
9.67
Consumer Staples
7.35
Materials
3.98
Energy
2.96
Utilities
2.36
Real Estate
2.13
Cash and/or Derivatives
0.16
Countries
%
United States
75.06%
China
10.84%
Japan
2.4%
France
1.23%
Germany
1.08%
United Kingdom
1.63%
Italy
0.32%
Canada
0.02%
Spain
0.33%
Australia
0.76%
Switzerland
1.09%
Netherlands
0.55%
Taiwan
0.7%
Other
3.99%
Core Equity100
Past returns
PERIOD
SYFE
Benchmark
MSCI All Country World Index
Index tracks large & mid cap reprentations across 23 Developed Markets

MSCI All Country World Index
Index tracks large & mid cap reprentations across 23 Developed Markets

YTD
0.79
1.66
1 yr
16.38
15.56
3 yrs
8.02
9.04
5 yrs
10.94
12.1
8 yrs
9.97
10.05
10 yrs
9.73
9.02
15 yrs
11.35
9.35
Since Apr 2013
11.79
10.13
PERIOD
SYFE
Benchmark
MSCI All Country World Index
Index tracks large & mid cap reprentations across 23 Developed Markets

MSCI All Country World Index
Index tracks large & mid cap reprentations across 23 Developed Markets

2025
0.79
1.66
2024
21.74
21.53
2023
15.86
20.45
2022
-17.79
-18.94
2021
16.04
20.95
2020
17.74
14.2
2019
27.82
25.02
2018
-6.45
-7.59
2017
15.15
14.48
2016
14.47
10.02
2015
6.74
4.49
2014
13.88
9.31
2013
37.85
26.94
PERIOD
SYFE
Benchmark
MSCI All Country World Index
Index tracks large & mid cap reprentations across 23 Developed Markets

MSCI All Country World Index
Index tracks large & mid cap reprentations across 23 Developed Markets

YTD
0.79
1.66
1 yr
16.38
15.56
3 yrs
26.05
29.65
5 yrs
68.06
77.05
8 yrs
113.88
115.12
10 yrs
153.01
137.06
15 yrs
401.51
282.04
Since Apr 2013
280.95
218.32
FAQs
What is Core Equity100?
Core Equity100 is 100% allocated to global equities. The portfolio holds equity ETFs which collectively invest in over 3,500 stocks of the world’s top companies.
Learn more here.
What ETFs are included in the Equity100 portfolio?
You can view the entire list after completing your Risk Analysis via the 'Get started’ button on our website or the ‘Add portfolio’ button on the Syfe client dashboard.
What is the risk of the Equity100 portfolio?
This portfolio carries the same risk as investing directly in equities. Your portfolio may be subject to significant losses during a market downturn.
Will the Equity100 portfolio include asset classes other than equities?
No. The Equity100 portfolio will maintain a long-term strategic asset allocation to 100% equity ETFs.