How should SIFs be allocated in a portfolio?

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A Specialised Investment Fund (SIF) pools capital from well‑informed investors and may invest in all types of assets, including (but not limited to) equities, bonds, real estate, private equity, private debt, infrastructure, commodities, equity, and other financial derivatives, and a broad range of alternative assets. SIFs are generally not recommended for beginners. Investors should first build experience through traditional mutual funds.

 

SIFs should generally make up only a small portion of an investor’s portfolio because they are advanced, strategy‑based investments.

A simple approach is:

• Core portfolio → Mutual funds or index funds
• Satellite allocation → SIFs or other specialised strategies
  
  

This helps maintain overall stability while still allowing investors to benefit from the strategic opportunities offered by SIFs.