S-REIT指数五只表现最佳成分股今年迄今回报率超47%
作者：新交所SGX
来源：新交所SGX
新加坡REITs的表现在亚洲市场中一直处于领先地位。2019年迄今， iEdge S-REIT指数的总回报率为19.7%，而富时EPRA NAREIT亚洲(日本除外)REIT指数和MSCI ACWI全球REIT指数的总回报率分别为16.3%和22.8%（以美元计）。
来源：彭博（数据截至2019年8月13日）
今年迄今，iEdgeS-REIT指数表现最佳的5只成分股分别为：瑞合医疗保健信托（+98.2%）、腾飞酒店信托（+38.6%）、腾飞印度信托（+35.3%）、力宝印尼零售信托（+34.9%）和丰树商业信托（+30.1%）。这5只股票今年迄今的平均总回报率为47.4%，一年和三年总回报率分别为38.5%和56.5%。
这5只信托中有4只分别属于酒店/旅游、工业、写字楼和零售板块。值得注意的是，瑞合医疗保健信托在今年1月已将全部医疗资产组合出售给其控股单位持有人富通医疗集团，目前已成为一家现金信托公司。6月，富通医疗称，由于未能收到潜在买家的商业可行性提案，已放弃出售其在瑞合医疗保健信托及其信托管理公司的股份的计划。瑞合医疗保健信托的信托管理公司表示将继续为瑞合寻求更多的选择，包括挖掘潜在的新业务，以满足新交所的新股上市要求，否则将结束该信托的运营。根据上市规则，如果该信托不能在成为现金信托12个月内满足新股上市要求，新交所会从正式名单中将其除名。
今年迄今，iEdgeS-REIT指数表现最落后的5只成分股分别为：辉盛国际信托（+2.4%）、易商红木信托（+6.6%）、速美商业空间信托（+7.4%）、新加坡报业控股房地产投资信托（+10.3%）和远东酒店信托（+10.4%）。这5只股票在此期间的平均总回报率为7.4%。
下图详细列出了iEdgeS-REIT指数表现最佳的10只成分股今年迄今的总回报率。
来源：彭博和股票数据（数据截至2019年8月13日）
2019年1月-7月，新加坡REIT录得1.871亿新元的机构总流入，其中4月和7月，分别录得1.479亿新元和2.092亿新元的流出。
来源：新交所数据
您知道吗？
在新交所上市的共有35只房地产投资信托（REIT）、7只合订信托和3只财产信托，总市值超过1,000亿新元。
iEdge S-REIT指数是一个自由浮动的市值加权指数，跟踪在新交所上市的REIT的表现。这一指数的36只成分股的总市值超过950亿新元。
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