facebook(ETF Discussion) SGX: LION-PHILLIP S-REIT (SGX: CLR)? - Seedly
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Posted on 17 Jul 2020


Discuss anything about this ETF and if you would buy or sell this ETF. Do take note that the answers given by our members are just your opinions, so please do your own due diligence before making an investment.


4 answers

Discussion (4)

Lim Qin Da

Lim Qin Da

Level 10. Master

Updated on 22 Jul 2020

Lion-Phillip S-REIT ETF is Singapore’s first ETF dedicated entirely to Singapore REITs. Lion-Phillip S-REIT ETF tracks the performance of Morningstar’s Singapore REIT Yield Focus Index. The index is one of Morningstar’s strategic beta indexes that uses a proprietary three-factor rules-based investment methodology that emphasises on 1) business quality; 2) financial health and 3) dividend yield.

Information accurate as of 21 July 2020.

Fund Details

Inception Date

  • 30 October 2017

Base Currency

  • SGD

Fund Size

  • SGD 140.4 million (As of April 2020)

Total Expense Ratio

  • 0.60%

Distribution Frequency

  • Semi-Annual


Fund Holdings

Lion-Phillip S-REIT ETF contains 28 high-quality Singapore REITs, and the weight of each REIT is capped at 10%.

Sector Allocation

In terms of REIT industry allocation, retail REITs take up around 24.2% of the ETF, followed by industrial REITs, and office REITs.


The Lion-Phillip S-REIT ETF consists of Singapore REITs that offer you investment exposure to income-producing real estate in Singapore and the regional countries, and help diversify your investment portfolio with a regular income stream.

References were made to Lion-Phillip S-REIT ETF Fact Sheet. Click here to read more!​​​





Level 7. Genius

Updated on 22 Jul 2020

Did up some charts on this fund for anyone interested to answer the following key questions:

  • 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)

Link: https://dl.orangedox.com/fund-analysis-pdfs

File Name: LION-PHILLIP S-REIT ETF (SREITS SP Equity)_updated_220720​​​




James ng

Level 6. Wonderkid

Posted on 17 Jul 2020

This is a good etf to gain exposure to S-reits.

However, if I will like to do DCA or I have small ...

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