Set Your Sights on a Sustainable Income Stream with High-quality S-REITs2

Lion Global Investors and Phillip Capital Management jointly present the first ETF in Singapore that focuses on Singapore REITs – the Lion-Phillip S-REIT ETF.

This collaboration marks the first time two Singapore fund management firms come together to launch an innovative investment product for investors.

This ETF closely tracks the Morningstar® Singapore REIT Yield Focus IndexSM, which is designed to screen for high-yielding Real Estate Investment Trusts with superior quality and financial health, using a 3-factor proprietary methodology.

The Lion-Phillip S-REIT ETF offers investors with:

  • Low-cost Easy Access to High-quality S-REITs
  • Exposure to 231 High-quality S-REITs in a Fund
  • Sustainable Income Stream and Potential Capital Growth
  • Diversification of Portfolio Risk

 

Key Information

EIP/SIP: Excluded Investment Product (“EIP”)
Exchange Listing: SGX-ST
Trading Currency: Singapore dollars (S$)
Dividend Distribution: Semi-annually
Listing Date: 30th Oct 2017
Regular Savings Plan: Yes, via Share Builder Plan from Nov 2017 onwards

 

Alternatively, you can chat with us using our Live Chat function, call us at 6531 1555 or email us at etf@phillip.com.sg to find out about this ETF.

 

Learn The ABC of REITS now! (Published in The Straits Times on 1st October 2017)


[1] As at 31 August 2017. The number of S-REITs that constitutes the Morningstar® Singapore REIT Yield Focus IndexSM may be changed by Morningstar Research Pte Ltd from time to time

[2] S-REITs are securities constituting the Morningstar® Singapore REIT Yield Focus IndexSM.

You should read the prospectus and Product Highlights Sheet for the Lion-Phillip S-REIT ETF, which is available and may be obtained from Lion Global Investors Limited or any of the appointed Participating Dealers before deciding whether to purchase units in the ETF.