NikkoAM-StraitsTrading Asia ex Japan REIT ETF SIP Calculator
Calculate historical returns and project future compounding for Nikko Asia REIT ETF. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Asia Real Estate (REIT)
AUM
S$350 Million
Expense Ratio
0.60%
Fund Manager
Nikko Asset Management Asia
Nikko Asia REIT ETF Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ -0.8% CAGR | 5 Years @ -1.7% CAGR | 10 Years @ -6.7% CAGR |
|---|---|---|---|
| S$100/mo | $3,557 Invested: $3,600 | $5,754 Invested: $6,000 | $8,714 Invested: $12,000 |
| S$250/mo | $8,893 Invested: $9,000 | $14,384 Invested: $15,000 | $21,784 Invested: $30,000 |
| S$500/mo | $17,785 Invested: $18,000 | $28,768 Invested: $30,000 | $43,569 Invested: $60,000 |
| S$1,000/mo | $35,570 Invested: $36,000 | $57,536 Invested: $60,000 | $87,138 Invested: $120,000 |
| S$2,500/mo | $88,926 Invested: $90,000 | $143,840 Invested: $150,000 | $217,845 Invested: $300,000 |
* Projections calculated using actual historical 3-year (-0.78%), 5-year (-1.66%), and 10-year (-6.7%) performance data. Actual mutual fund returns fluctuate with market NAV.
About NikkoAM-StraitsTrading Asia ex Japan REIT ETF
Broad regional REIT exposure spanning high-quality income-producing properties across Singapore, Hong Kong, and India.
Investment Strategy
Captures urban growth and high yields across premier Asian real estate hubs outside Japan.
Key Facts
- First Asia ex-Japan REIT ETF listed in Singapore
- Quarterly dividend payouts
- Broad geographic exposure to Singapore, Hong Kong, and India REITs
Historical Returns
3-Year CAGR
-0.78%
5-Year CAGR
-1.66%
10-Year CAGR
-6.70%
Benchmark
FTSE EPRA Nareit Asia ex Japan Net Total Return Index
Historical returns based on actual monthly exchange closing NAV as of September 2026.
Top Holdings & Sector Allocation
As of September 2026, Nikko Asia REIT ETF's portfolio includes:
Top 5 Holdings
- Link REIT (0823.HK)
- CapitaLand Integrated Commercial Trust (C38U)
- CapitaLand Ascendas REIT (A17U)
- Mapletree Logistics Trust (M44U)
- Embassy Office Parks REIT (EMBASSY.IN)
Sector Allocation
Singapore REITs 68%, Hong Kong REITs 16%, India REITs 12%, Others 4%
Who Is This Fund Suitable For?
Regional income diversification across multi-country real estate markets.
Similar Funds to Consider
Or compare side by side using our main SIP calculator â you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Nikko Asia REIT ETF Investors
- FIRE Calculator â Plan your retirement corpus with Nikko Asia REIT ETF as part of your portfolio
- Cost of Delay Calculator â See how much delaying your SIP in Nikko Asia REIT ETF could cost you
- SIP vs EMI Calculator â Compare investing in Nikko Asia REIT ETF vs paying off loans
Frequently Asked Questions About Nikko Asia REIT ETF
What is the historical SIP return of Nikko Asia REIT ETF?
Based on the latest data, Nikko Asia REIT ETF has delivered an annualized return (CAGR) of -0.78% over 3 years, -1.66% over 5 years, and -6.70% over 10 years. Past performance does not guarantee future results.
How is Nikko Asia 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 Nikko Asia REIT ETF generate over 5 years?
At an estimated annual return rate of -1.66%, a monthly S$500 investment ($30,000 total invested) would grow to approximately $28,768 in 5 years, yielding an estimated wealth gain of -$1,232. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Nikko Asia REIT ETF?
Nikko Asia REIT ETF's top holdings include Link REIT (0823.HK), CapitaLand Integrated Commercial Trust (C38U), CapitaLand Ascendas REIT (A17U), and Mapletree Logistics Trust (M44U). The fund's sector allocation is Singapore REITs 68%, Hong Kong REITs 16%, India REITs 12%, Others 4%.
What is the risk profile of Nikko Asia REIT ETF?
Nikko Asia REIT ETF is a Asia 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 Nikko Asia REIT ETF?
Gains from Nikko Asia 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
Ready to check Nikko Asia REIT ETF returns?
Use our free calculator with real historical NAV data â no sign-up needed.
Open Nikko Asia REIT ETF SIP Calculator â