(ETF Discussion) SGX: LION-PHILLIP S-REIT (SGX: CLR)? - Seedly
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Anonymous

Asked 4w ago

(ETF Discussion) SGX: LION-PHILLIP S-REIT (SGX: CLR)?

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.

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Lim Qin Da
Lim Qin Da
Top Contributor

Top Contributor (Jul)

Level 6. Master
Updated 4w ago

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

Performance

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.

Investors

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!​​​

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X
X_Y
Level 5. Genius
Updated 4w ago

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​​​

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👍 1
JN
James ng
Level 4. Prodigy
Answered 4w ago

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

However, if I will like to do DCA or I have small investment capital( below $5K). I will invest in Syfe S-Reits portfolio instead. (this portfolio track the S-Reits index) There is no sales charge and minimum amount which is good for DCA/ small investment amount.

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Frankie Rappaport
Frankie Rappaport

4w ago

Yes, thank you dear James, with yield 5.1% for 2019 and annual fees 0.40% (= lower than L.P.) this seems a beautiful alternative. Would be interesting to know how the share of true Singapore property allocation would be for both options comparatively.
Frankie Rappaport
Frankie Rappaport
Top Contributor

Top Contributor (Jul)

Level 9. God of Wisdom
Updated 4w ago

Super

i'm currently repeatedly buying

most true Singapore allocation of the 3

available S-REIT ETFs

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