Advertisement
Wondering when the changes for the Syfe portfolio will take place?
2
Discussion (2)
Learn how to style your text
Syfe
14 Dec 2020
Reply
Save
Better to contact Syfe directly for more info
Reply
Save
Write your thoughts
Related Articles
Related Posts
Related Products
4.6
933 Reviews
Syfe
ETFs, Equities, Bonds, REITs, Gold
INSTRUMENTS
0.4% to 0.65%
ANNUAL MANAGEMENT FEE
None
MINIMUM INVESTMENT
N/A
EXPECTED ANNUAL RETURN
Web and Mobile App
PLATFORMS
4.7
1293 Reviews
4.7
659 Reviews
Related Posts
Advertisement
Hi Zhiyang, while the i-Edge S-REIT Leaders Index has 26 REITs, our optimised REIT+ will only have 20 REITs.
This is because we seek to balance between fully replicating the index, i.e. buying all 26 constituent REITs, vis-a-vis building an optimised portfolio using a substantial portion of the index constituents with an eye on the portfolio's tracking error to the benchmark index.
In this instance, we have used an optimised portfolio of 20 REITs with a tracking error of <0.5% p.a. to the Leaders Index. In essence, this strikes a balance between representation, i.e. to minimize tracking error, and trading liquidity, i.e. to minimize trading costs and improve performance for customers.
Hope this clarifies!