Hi Folks, welcome back to Investment Income for Life. Today, let's take a closer look at The Amova-Straits Trading Asia ex Japan REIT Index ETF ("CFA REIT ETF") which just released another quarterly dividend announcement. I am vested in this ETF via cash as well as CPF. CFA REIT ETF offers a convenient, single-trade solution for investors seeking passive income and exposure to Asia’s institutional real estate market. By tracking the FTSE EPRA Nareit Asia ex Japan REITs 10% Capped Index, this fund anchors its portfolio in Singapore’s resilient S-REIT sector while capturing growth from key regional hubs like Hong Kong and India.
1. Portfolio of CFA REIT ETF
CFA REIT ETF is primarily focused on SREIT on SGX. However, it gives investors some exposure to Hong Kong and India via the well-known Link REIT and Embassy Office Park REIT respectively. Link REIT is currently severely undervalued hence holding on to Link REIT gives some room of decent future capital growth opportunity for its investors.
2.Dividend Declaration Over Past 12 Quarters
The good news here is that the upcoming quarterly dividends in Q2 2026 has increased to S$0.011 from S$0.0103 in Q1 2026. This gives an annualised forward yield of S$0.044 per annum. Based on the market closing price of S$0.794 per unit as at 17 June 2026, this translates to a modest dividend yield of 5.5%.
Take note that the Ex-Dividend date is on July 1, 2026 and the dividend payment date is on August 3, 2026.
Parting Thoughts
The CFA ETF strongly reflects Singapore's dominance in the regional REIT ecosystem, with 9 out of the top 10 slots listed on the SGX. Link REIT provides some exposure to Hong Kong/Mainland China retail and office assets, while Embassy Office Parks offers a slice of India's fast-growing commercial office sector. For those who are very pessimistic on Hong Kong retail rental market and its worrying negative rental reversion, then this ETF may not be suited for you. Besides the CFA REIT ETF, I am also vested in additional direct investments into Link REIT.
Ok folks, that's all from me today. Have a wonderful week ahead!
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