How to invest $30k? I am considering Syfe REIT+, FSM MAPS Balanced Income, unit trust via bank if sales charge is not high. Are they good and if yes, how should I split the amount?

I have never thought of having investment strategy before and would like to start off with income investing.

Do you have any other suggestions for me? Thank you.

P.S. Income is my top priority (I am happy with 4% pa but higher is better 🙂), return in long run is next.

Syfe

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Syfe

06 Oct 2020

Hi there, if you're planning to pursue an income strategy, you can consider Syfe REIT+.

You have two options to choose from:

100% REITs: A portfolio of 20 REITs that tracks the SGX iEdge S-REIT Leaders Index. The index measures the performance of the largest REITs in Singapore. In one portfolio, you get exposure to all REIT sub-sectors like retail, office, industrial, healthcare and hospitality.
REITs with Risk Management. A risk managed portfolio of REITs and Singapore Government Bonds. The REITs component tracks the iEdge S-REIT Leaders Index as well.

In 2019, the dividend yield for the 100% REITs portfolio was 5.1%.

Another advantage for REIT+ is cost efficiency. There are no brokerage or sales charges, and no exit / withdrawal fees. For a $30K investment, our management fees are 0.5% per year.

To get more personalised advice on how you can start an income strategy with REIT+, please feel free to schedule a free consultation call with our wealth advisors.

Hope this helps!

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