Syfe just updated via email that they will be rebalancing REIT+ portfolio in line with the semi-annual review of iEdge S-REIT Leaders Index for March 2023. Rebalancing will be completed by this Friday 24th March 2023 evening. Below is the updated REIT+ constituent list:
Notable changes
Increase in weights of industrial REITs, i.e. Frasers Logistics & Industrial Trust, Mapletree Industrial Trust (except Mapletree Logistics Trust which has hit the cap of 10%). The only other notable increase in weight was for Parkway Life REIT. Reduction in weights of Keppel DC REIT, Capitaland China Trust, CDL Hospitality Trust, and Paragon REIT. No changes to constituents. As for the risk-managed REIT+ portfolio, weightage of bonds in ABF Singapore Bond Index Fund will be maintained at 36.77%. The rest of the weight changes are similar to REIT+ without risk management.
Rebalancing methodology
Digging a little bit into the
methodology to...