Lion-Phillip S-REIT ETF SIP Calculator
Calculate historical returns and project future compounding for Lion S-REIT ETF. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Singapore Real Estate (REIT)
AUM
S$380 Million
Expense Ratio
0.60%
Fund Manager
Lion Global Investors & Phillip Capital
Lion S-REIT ETF Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ -3.1% CAGR | 5 Years @ -6.6% CAGR | 10 Years @ 9.1% CAGR |
|---|---|---|---|
| S$100/mo | $3,430 Invested: $3,600 | $5,099 Invested: $6,000 | $19,609 Invested: $12,000 |
| S$250/mo | $8,576 Invested: $9,000 | $12,748 Invested: $15,000 | $49,022 Invested: $30,000 |
| S$500/mo | $17,152 Invested: $18,000 | $25,496 Invested: $30,000 | $98,044 Invested: $60,000 |
| S$1,000/mo | $34,304 Invested: $36,000 | $50,991 Invested: $60,000 | $196,088 Invested: $120,000 |
| S$2,500/mo | $85,760 Invested: $90,000 | $127,478 Invested: $150,000 | $490,220 Invested: $300,000 |
* Projections calculated using actual historical 3-year (-3.15%), 5-year (-6.56%), and 10-year (9.1%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Lion-Phillip S-REIT ETF
A high-yielding REIT ETF focused solely on top-performing Singapore real estate investment trusts.
Investment Strategy
Screening for quality, financial health, and dividend yields among Singapore-listed REITs.
Key Facts
- 100% focused on Singapore REITs (S-REITs)
- Semi-annual cash distribution yield typically between 5.5% - 6.5%
- Zero dividend withholding tax for individual investors in Singapore
Historical Returns
3-Year CAGR
-3.15%
5-Year CAGR
-6.56%
10-Year CAGR
9.10%
Benchmark
Morningstar Singapore REIT Yield Focus Index
Historical returns based on actual monthly exchange closing NAV as of September 2026.
Top Holdings & Sector Allocation
As of September 2026, Lion S-REIT ETF's portfolio includes:
Top 5 Holdings
- CapitaLand Integrated Commercial Trust (C38U)
- CapitaLand Ascendas REIT (A17U)
- Mapletree Logistics Trust (M44U)
- Mapletree Industrial Trust (ME8U)
- Frasers Logistics & Commercial Trust (BUOU)
Sector Allocation
Industrial & Logistics REITs 42%, Retail & Office REITs 38%, Data Center & Healthcare REITs 20%
Who Is This Fund Suitable For?
Income-seeking investors wanting regular cash dividends from prime Singapore commercial, industrial, and retail real estate.
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Frequently Asked Questions About Lion S-REIT ETF
What is the historical SIP return of Lion S-REIT ETF?
Based on the latest data, Lion S-REIT ETF has delivered an annualized return (CAGR) of -3.15% over 3 years, -6.56% over 5 years, and 9.10% over 10 years. Past performance does not guarantee future results.
How is Lion S-REIT ETF SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would S$500 monthly SIP in Lion S-REIT ETF generate over 5 years?
At an estimated annual return rate of -6.56%, a monthly S$500 investment ($30,000 total invested) would grow to approximately $25,496 in 5 years, yielding an estimated wealth gain of -$4,504. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Lion S-REIT ETF?
Lion S-REIT ETF's top holdings include CapitaLand Integrated Commercial Trust (C38U), CapitaLand Ascendas REIT (A17U), Mapletree Logistics Trust (M44U), and Mapletree Industrial Trust (ME8U). The fund's sector allocation is Industrial & Logistics REITs 42%, Retail & Office REITs 38%, Data Center & Healthcare REITs 20%.
What is the risk profile of Lion S-REIT ETF?
Lion S-REIT ETF is a Singapore Real Estate (REIT) fund with moderate to high risk depending on market conditions. Investors should assess their risk tolerance before investing..
What are the tax implications of investing in Lion S-REIT ETF?
Gains from Lion S-REIT ETF are subject to capital gains tax. Equity funds held over 1 year qualify for LTCG at 12.5% on gains above âš1.25 lakh per year. Consult a tax advisor for your specific situation.
Data last updated: September 2026 | Fund data sourced from SGX and official public disclosures
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