Syfe REIT+ – Invest in Singapore’s Top properties

Investors should consider the investment objectives, risks, charges and expenses of the constituent funds carefully before investing. This and other information is contained in the constituent funds’ prospectus. Please read the constituent funds’ prospectus carefully before you invest or send money. Past performance is not a guarantee or a reliable indicator of future results and no guarantee is being made that similar returns will be achieved in the future.

Estimated Yield to Maturity (YTM) of a bond is the total return that an investor stands to receive if all scheduled payments are made on time and the bond is held until maturity. Estimated YTM of the portfolio is the weighted average of the YTM of the bonds held in the constituent funds in the portfolio. Estimated YTM is reported gross of fees, the deduction of which will reduce the yield. It does not represent the portfolio's return. For instruments such as SSBs, T-Bills and FDs, the yields are fixed at the onset and represent the total return if held to maturity.

Monthly payout ranges are computed based on the weighted average of the annualised historical distribution amount or dividend/distribution yield of the constituent funds from the latest three months. The upper and lower bounds of the range are rounded up to the higher 0.5% and down to the lower 0.5% respectively. The dividend amount or dividend yield of the constituent funds is not guaranteed. Past distributions are not necessarily indicative of future trends, which may be lower. A positive monthly payout or distribution yield does not imply a positive return.

Duration is a measure of the sensitivity of the price of a bond to a change in interest rates. Generally, the higher a bond’s duration, the more its value will fall as interest rates rise, because when rates go up, bond values fall and vice versa. Duration of the portfolio is the weighted average of the duration of the individual bonds held in the constituent funds of the portfolio.

Credit quality gives a snapshot of the portfolio's overall credit quality. It is an average of each bond's credit rating held in the constituent funds, adjusted for its relative weighting in the portfolio.

Beta vs S&P 500 measures the volatility of the returns of the portfolio against the broader market (S&P 500). It is a measure of risk and allows investors to gauge how sensitive the portfolio might be to macro market risks. For positive equity beta below 1, a lower equity beta value implies lesser risk as it denotes lesser positive correlation to the broader market while a higher value implies greater risk.