UOB APAC Green REIT ETF SIP Calculator
Calculate historical returns and project future compounding for UOB Green REIT ETF. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Asia Green Real Estate (ESG REIT)
AUM
S$95 Million
Expense Ratio
0.65%
Fund Manager
UOB Asset Management
UOB Green REIT ETF Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ -2.1% CAGR | 5 Years @ 7.2% CAGR | 10 Years @ 9.1% CAGR |
|---|---|---|---|
| S$100/mo | $3,487 Invested: $3,600 | $7,240 Invested: $6,000 | $19,609 Invested: $12,000 |
| S$250/mo | $8,718 Invested: $9,000 | $18,099 Invested: $15,000 | $49,022 Invested: $30,000 |
| S$500/mo | $17,437 Invested: $18,000 | $36,198 Invested: $30,000 | $98,044 Invested: $60,000 |
| S$1,000/mo | $34,874 Invested: $36,000 | $72,397 Invested: $60,000 | $196,088 Invested: $120,000 |
| S$2,500/mo | $87,185 Invested: $90,000 | $180,991 Invested: $150,000 | $490,220 Invested: $300,000 |
* Projections calculated using actual historical 3-year (-2.07%), 5-year (7.2%), and 10-year (9.1%) performance data. Actual mutual fund returns fluctuate with market NAV.
About UOB APAC Green REIT ETF
The world's first Asia-Pacific green REIT ETF, investing in commercially sustainable real estate with high environmental certifications.
Investment Strategy
Screens for real estate owners with top-tier BCA Green Mark, LEED, and BREEAM environmental ratings.
Key Facts
- World first green commercial real estate ETF in Asia
- Quarterly dividend payouts
- Higher tenant retention and operational efficiency from green certified properties
Historical Returns
3-Year CAGR
-2.07%
5-Year CAGR
7.20%
10-Year CAGR
9.10%
Benchmark
iEdge-UOB APAC Green REIT Index
Historical returns based on actual monthly exchange closing NAV as of September 2026.
Top Holdings & Sector Allocation
As of September 2026, UOB Green REIT ETF's portfolio includes:
Top 5 Holdings
- CapitaLand Integrated Commercial Trust (C38U)
- Nippon Building Fund (8951.T)
- CapitaLand Ascendas REIT (A17U)
- Japan Real Estate Investment (8952.T)
- Scentre Group (SCG.AX)
Sector Allocation
Singapore Green REITs 40%, Japan Green REITs 32%, Australia Green REITs 24%, Others 4%
Who Is This Fund Suitable For?
ESG-conscious income investors prioritizing sustainability and eco-friendly property assets.
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.
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Frequently Asked Questions About UOB Green REIT ETF
What is the historical SIP return of UOB Green REIT ETF?
Based on the latest data, UOB Green REIT ETF has delivered an annualized return (CAGR) of -2.07% over 3 years, 7.20% over 5 years, and 9.10% over 10 years. Past performance does not guarantee future results.
How is UOB Green 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 UOB Green REIT ETF generate over 5 years?
At an estimated annual return rate of 7.2%, a monthly S$500 investment ($30,000 total invested) would grow to approximately $36,198 in 5 years, yielding an estimated wealth gain of $6,198. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in UOB Green REIT ETF?
UOB Green REIT ETF's top holdings include CapitaLand Integrated Commercial Trust (C38U), Nippon Building Fund (8951.T), CapitaLand Ascendas REIT (A17U), and Japan Real Estate Investment (8952.T). The fund's sector allocation is Singapore Green REITs 40%, Japan Green REITs 32%, Australia Green REITs 24%, Others 4%.
What is the risk profile of UOB Green REIT ETF?
UOB Green REIT ETF is a Asia Green Real Estate (ESG 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 UOB Green REIT ETF?
Gains from UOB Green 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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