Which S-REIT ETFs to pick?
Make sure you understand the difference between the index thar each ETF tracks:
$CSOP S-REITs INDEX ETF (SRT.SG)$ - The iEdge S-REIT Leaders Index is a tradable index with sufficient liquidity and representation, index constituents are screened for free-float, velocity, and weighted with a 10% cap, ensuring greater portfolio diversification. i.e. places emphasis on REIT with better liquidity.
$LION-PHILLIP S-REIT (CLR.SG)$ — The Morningstar Singapore Yield Focus IndexSM tracks the performance of quality income strategy using the proprietary factors that underpin the Morningstar® Global Dividend Yield Focus Index family. i.e places emphasis on Morningstar prop factor.
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DN60 : Hi pls pm me, I’ve some questions to ask I and ur sharing would be immeasurably appreciated![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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Ty!!
PokaiTrader : any ideas on specifics of morning star index performance factors? The CSOP seems broad based while Lion performs on certain conditions, the question is what?
PokaiTrader : Would the 10%max cap factor limit upside in good market conditions and specific REIT stock outperformance?
102760057 OP : a little black box for morningstar one since it is based on their in-house research that formulates its rating of each REIT. though it’s a standard rule based index which makes its passive etf
102760057 OP : since it has 10% limit, it ensure that you don’t overexposure to any high fluctuations of individual REIT. sort of taking a safe bet esp if u are not sure of which REIT is likely to do better