facebookWhat do you all think of NikkoAM-StraitsTrading Asia ex-Japan REIT ETF (CFA) ? Worth to buy and keep for long term? - Seedly

Anonymous

30 Jul 2020

General Investing

What do you all think of NikkoAM-StraitsTrading Asia ex-Japan REIT ETF (CFA) ? Worth to buy and keep for long term?

Discussion (3)

What are your thoughts?

Learn how to style your text

Quote from singstat.gov.sg "The real estate industry also expects the business situation to be less favourable for the period of JulDec 2020. Firms engaged in the rental of commercial and office premises foresee downward pressure on rental rates due to weaker demand for commercial and office spaces. "

I gathered the data from https://www.singstat.gov.sg/find-data/search-by... and plotted the full historical chart for General Business Outlook (Real Estate) - 1995 1Q to Present. The trend looks bearish, but maybe a potential trough?

Next, I added an overlay of NikkoAM-StraitsTrading Asia ex-Japan REIT ETF (QoQ%). Seems like the fund may not have a good Q3 with General Business Outlook still pointing lower.

Additionally, I have other charts that answer the following questions on your fund:

  • How has the NAV been trending since inception?

  • How has the fund been performing quarter on quarter since inception?

  • How has the dividend been trending since inception?

  • How has the fund size been growing?

  • What are your probabilities to make/lose money?

  • What are your average (+) and (-) returns?

  • Is your fund outperforming or underperforming the benchmark? (For Actively Managed Funds)

You can get them via this link: https://dl.orangedox.com/fund-analysis-pdfs

File Name: NIKKOAM ST A E JP REITETF-SG (AXJREIT SP Equity)_updated_300720​​​

The underlying is mainly SG Reits. If you are confident about SG Reits, go ahead. It probably has quite constant dividend once recovered from covid.

However, if you have more efforts, I would suggest to understand the Reits behind and picking them individually.

Do take note of the geographical risk though.

View 1 replies

Write your thoughts