{"id":2938,"date":"2021-03-19T15:52:00","date_gmt":"2021-03-19T07:52:00","guid":{"rendered":"https:\/\/www.syfe.com\/magazine\/?p=2938"},"modified":"2024-04-02T14:04:10","modified_gmt":"2024-04-02T06:04:10","slug":"an-update-on-our-reit-rebalancing","status":"publish","type":"post","link":"https:\/\/www.syfe.com\/magazine\/an-update-on-our-reit-rebalancing\/","title":{"rendered":"An Update On Our REIT+ Rebalancing"},"content":{"rendered":"\n
\"\"<\/figure>\n\n\n\n

SGX has announced<\/a> the results of the March 2021 semi-annual rebalancing for the iEdge S-REIT Leaders Index.<\/p>\n\n\n\n

As the Syfe REIT+ portfolio tracks the iEdge S-REIT Leaders index, it was also rebalanced in line with changes made to the index.<\/p>\n\n\n\n

Key updates to Syfe REIT+<\/h2>\n\n\n\n

Inclusions<\/strong><\/h3>\n\n\n\n
  • Lendlease Global Commercial REIT<\/li>
  • AIMS APAC Reit<\/li><\/ul>\n\n\n\n

    Exclusion<\/strong><\/h3>\n\n\n\n
    • SPH REIT<\/li><\/ul>\n\n\n\n

      New constituent list<\/strong><\/h3>\n\n\n\n
      \"\"
      The new constituent list for REIT+ above is based on data from 9 March 2021. The weightings may change due to market movement leading up to the effective rebalance date on 19 March 2021.<\/em><\/figcaption><\/figure>\n\n\n\n

      Frequently Asked Questions<\/h2>\n\n\n\n

      Why is the weighting for CapitaLand Integrated Commercial Trust being reduced?<\/strong><\/p>\n\n\n\n

      Following the merger of CapitaLand Mall Trust and CapitaLand Commercial Trust in October 2020, the new entity, CapitaLand Integrated Commercial Trust, held a combined weighting of approximately 20%. <\/p>\n\n\n\n

      iEdge S-REIT Leader Index constituents will have their index weights capped at 10% at each semi-annual rebalance date in March and September. <\/p>\n\n\n\n

      The new weighting for CapitaLand Integrated Commercial Trust in the REIT+ portfolio reflects this capping methodology.<\/p>\n\n\n\n

      What is the rationale for the new portfolio inclusions and exclusion?<\/strong><\/p>\n\n\n\n

      The inclusion of Lendlease Global Commercial REIT in REIT+ reflects its inclusion in the iEdge S-REIT Leaders Index.<\/p>\n\n\n\n

      Additionally, REIT+ is an optimized portfolio of 20 REITs which seeks to track the iEdge S-REIT Leaders Index as closely as possible to enhance its overall performance. By also excluding SPH REIT and including AIMS APAC REIT, the REIT+ portfolio is able to achieve a minimal tracking error of 0.5%. <\/p>\n","protected":false},"excerpt":{"rendered":"

      An update on our REIT+ rebalancing<\/p>\n","protected":false},"author":3,"featured_media":2717,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[16,238],"tags":[],"class_list":{"0":"post-2938","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-grow-wealth","8":"category-product-updates"},"acf":{"authorThumbnail":false,"readingTime":"","authorName":""},"yoast_head":"\nAn Update On Our REIT+ Rebalancing | Syfe<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.syfe.com\/magazine\/an-update-on-our-reit-rebalancing\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" 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