Equity Alpha will be available to all Syfe customers starting 26 February 2026 via the Syfe app.

The firm said that global demand for actively managed ETFs has surged as investors look for more flexible, transparent ways to access active management. In 2025, active ETFs captured roughly 25 per cent of global inflows into ETFs – a significant jump from 16 per cent in 2023. Equity Alpha sits at the forefront of this trend by delivering active strategies via a managed portfolio on a digital platform which provides broader access for retail investors.

The Equity Alpha portfolio targets an annual alpha of 0.5 per cent to 1.0 per cent which JPMAM has a track record of outperforming the MSCI World Index over a 20-year period.

The new portfolio is designed for investors seeking alpha – defined as excess return above the market – through a disciplined, research-led approach. While purely passive investing remains a staple for long-term wealth, it can miss opportunities created by the gap between company fundamentals and market prices, the firm said. Equity Alpha bridges this gap by combining active stock selection and active asset allocation with the diversification and cost-efficiency typically associated with passive investing.

The Equity Alpha portfolio is globally diversified and typically rebalanced two to four times per year to reflect JPMAM’s active asset allocation views. While Syfe uses research insights from JPMAM, Syfe is still the discretionary manager, ensuring that all adjustments align with the strategy’s long-term objectives and risk framework.