5 Quick Things Investors Should Know About Phillip SGX APAC Dividend Leaders REIT ETF

Phillip SGX APAC Dividend Leaders REIT ETF (SGX: BYJ) was launched on 20 October 2016.

As the exchange-traded fund (ETF) closes in on its first year anniversary, it is a good time to check in on the real estate investment trust (REIT) focused ETF to see what has changed and what hasn’t. For reference, you can check out this article on our website from October 2016.   

Here are five things investors should know (data as of 31 July 2017):

1. Australia, Singapore and Hong Kong remain as the three countries that the ETF is invested in. Australia made up 53.5% of the ETF, with Singapore contributing 29.3% and Hong Kong holding up the rear at 15.2%. Compared to last September, there has been a notable shift in composition from Australia to Hong Kong.

2. Hong Kong’s Link REIT remains as the largest ETF contributor with a weightage of that is close to 11%. There are no changes to the top ten holdings so far, although the weightage have shifted between holdings.

3. For the home-ground supporter, the two largest Singapore REITs remain to be Ascendas Real Estate Investment Trust (SGX: A17U) and CapitaLand Mall Trust (SGX: C38U). The duo’s rank within the ETF (by weightage) did not change as well.  

4. The three largest industries are retail, diversified and industrial. Again, there is little change here. Retail took up 54.5%, diversified accounted for 26.2% while industrial weighed in at 15.4%. 

5. The returns per annum since the ETF’s inception was 5.02%. It’s still early days for the REIT ETF, so we should allow for a longer period of time to pass before we can gain better insights into its performance. The expense ratio for the ETF was 0.3%.  

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The information provided is for general information purposes only and is not intended to be personalised investment or financial advice. The Motley Fool Singapore has recommended units of CapitaLand Mall Trust. Motley Fool Singapore contributor Chin Hui Leong owns units of CapitaLand Mall Trust.