I would to know about volatility change for REITs with Risk Mgmt. Twice per year perhaps? I'm keen to learn how Syfe keep track and change according to market.?

Hi Zhiyang, thanks for your interest in Syfe REIT+. The REITs with Risk Management portfolio uses our proprietary Automated Risk-managed Investing (ARI) methodology to limit downside risk. It holds a bond component (via the ABF Singapore Bond Index Fund) and a REIT component that tracks the iEdge S-REIT Leaders Index.

During periods of increased volatility, ARI increases your bond allocation to mitigate portfolio risk. When volatility abates, ARI will increase your REITs allocation to deliver better returns.

Regarding the frequency of rebalances, the REITs with Risk Management portfolio will be rebalanced with the iEdge S-REIT Leaders Index twice a year in April and October.

The portfolio will also be rebalanced as necessary based on market circumstances to minimize fluctuations in your portfolio value. This helps to defend against rising market volatility in adverse market conditions.

Hope this clarifies!