S-REITS is benchmarked against STI.

INSTRUMENT NAME
SYMBOL
%
Esr-reit
J91U:XSES
9.85%
CapitaLand Mall Trust
C38U:XSES
9.85%
Mapletree Commercial Trust
N2IU:XSES
9.85%
Frasers Centrepoint Trust
J69U:XSES
9.85%
SPH REIT
SK6U:XSES
9.85%
Keppel DC REIT
AJBU:XSES
9.85%
Mapletree Industrial Trust
ME8U:XSES
9.85%
Mapletree North Asia Commercial Trust
RW0U:XSES
9.85%
Mapletree Logistics Trust
M44U:XSES
9.85%
Ascendas Real Estate Investment Trust
A17U:XSES
9.85%
SGDCash
SGDCASH
1.5%
Quarterly

How often is your Portfolio rebalanced?

Portfolio rebalancing is an activity whereby your consituents are either sold or bought to ensure that it conforms to the allocation defined in the model portfolio suggested by our Investment team. Active rebalances are done when there is a change in the model portfolio due to market conditions & assumptions changing. Passive rebalances are done when your portfolio has deviated from the model portfolio & we reset it back to the model portfolio.

What is the fees you will be charged?

The fees that you pay is the Assets Under Management fees of 0.5% - 0.8%, based on the market value of your portfolio. We waive custodian fee but charge brokerage fee of 0.18% when creating, rebalancing and exiting portfolios. You will still be liable for exchange and regulator related charges are passed on to you as incurred.