Advertisement
Anonymous
SYFE REIT+ with ABF Bond ETF or SYFE REIT+ 100% & separate bond ETF?
I read that SYFE REIT+ has an option of adding the ABF Singapore Bond Index ETF to its portfolio. While I understand when the market is uptrend, REITS usually performed well, and the bond does not. Isn't this counter-intuitive? And, if I opt for the SYFE REITS+ portfolio as 100% REITS, and would still like to consider a separate bond ETF (i.e corporate or treasury bond) to diversify my overall portfolio, what are some of the good bond options available (can be S'pore or International)?
4
Discussion (4)
Learn how to style your text
Reply
Save
Another option you can explore if you want a separate bond portfolio is Syfe's Core Defensive portfolio. It's about 71% bonds and 9% gold. You can check out the portfolio details here: https://www.syfe.com/core-defensive-portfolio-d...
Suggesting this because if you can consolidate all your investments with Syfe, you may pay lower management fees overall! If your total investments are $20K or more, your fee drops to just 0.5% p.a. vs 0.65% p.a.
I've also reviewed the Core portfolios if you're interested to explore further :)
Reply
Save
REIT is stable itself. I have both REIT+ and REIT with Mgmt. I can tell you that the bond portion is...
Read 2 other comments with a Seedly account
You will also enjoy exclusive benefits and get access to members only features.
Sign up or login with an email here
Write your thoughts
Related Articles
Related Posts
Related Products
Syfe
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
StashAway
4.7
1293 Reviews
Endowus
4.7
658 Reviews
Related Posts
Advertisement
Yes it is counter-intuitive but it allows for stable returns. When the equity market went down, the 50% weight of bonds still allowed the portfolio to generate 2% returns. When equity prices recovered and ABF ETF price went below $1.2, the managed portfolio still hovers 2-3%.
(*Experienced from Feb 2020 to April 2021)
If you opt for Syfe 100% REITs, I think you can consider VTC (corporate bond) as it gives dividends monthly. Alternatively, would suggest US equities ETF like VOO rather than bonds.