Overview
Systematic Investment Funds follow a predefined, rules-based investment strategy that removes emotional bias from decision-making. These funds use quantitative models, algorithms, and systematic rebalancing to maintain optimal asset allocation and capture market opportunities while managing risk effectively.
Who Should Invest?
✓ Ideal For:
- •Investors seeking disciplined approach
- •Those wanting to avoid emotional decisions
- •Long-term wealth creators (5+ years)
- •Believers in quantitative strategies
- •Moderate to high risk appetite
- •Investors seeking consistent methodology
✗ Not Suitable For:
- •Short-term traders
- •Those seeking guaranteed returns
- •Very conservative investors
- •Investors preferring active management
Why Invest in SIFs?
Disciplined Approach
Removes emotional bias with systematic rules-based investing
Dynamic Rebalancing
Automatic portfolio adjustments based on market conditions
Risk Management
Built-in risk controls and stop-loss mechanisms
Transparency
Clear investment rules and methodology disclosed upfront
Consistency
Follows same strategy regardless of market sentiment
Cost Efficiency
Lower expense ratios compared to actively managed funds
Recommended Portfolio Allocation
Complement traditional investments with systematic strategies
Core holding with balanced risk-return profile
Significant allocation for systematic wealth creation
Risk & Returns
Risk Factors
- Model Risk: Strategy may underperform in certain markets
- Market Risk: Subject to overall market movements
- Liquidity Risk: Some strategies may have lock-in periods
- Tracking Error: May deviate from benchmark
Expected Returns
- Equity-based SIFs: 11-16% p.a.
- Multi-asset SIFs: 9-13% p.a.
- Factor-based SIFs: 12-17% p.a.
- Volatility: Moderate to high
*Returns depend on strategy and market conditions
Types of SIF Strategies
Factor-Based Investing
Value, momentum, quality, low volatility factors
Smart Beta
Alternative index construction methodologies
Quantitative Strategies
Algorithm-driven stock selection and allocation
Risk Parity
Equal risk contribution from different asset classes
Explore Systematic Investment Strategies
Discover how rules-based investing can enhance your portfolio returns.
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