Phillips Managed Accounts

Benefit from an investment team with a proven track record in managing funds that produce the best performance.  

Phillip Private Portfolios is managed by Phillip Capital Management, winner of 22 fund awards by Standard & Poor’s and Lipper, including , the Best Equity Fund Group over 3 Years award at The Edge-Lipper Singapore Fund Awards in 2005 , 2006 & 2007.  

What Are Phillip Managed Accounts? 

The Phillip Managed Accounts are an exclusive fund management service that customises your investment portfolio based on your specific investment needs. Each PMA account is individually managed by a fund manager on a discretionary basis, investing directly into stocks and shares for the individual client. 

Features  

The key feature of the PMA is diversification. It invests into stocks and shares across the globe, including Asia Pacific , U.S. and Europe . Thus, it avoids incurring single country or single sector risks.  

The PMA is suitable for those who are new to investing in stocks and shares. For busy individuals who do not have the time to monitor their stocks closely. It is an excellent product to consider, as investors can leave their monies in the hands of our experienced fund managers. 

Through research-based investing, Phillip Managed Accounts seeks to find undervalued investments for capital appreciation and dividend income.  

Benefits  

·         Personalised Investment Approach  

·         Benefit from diversification in global markets 

·         Active management of your portfolio to keep up with changing market conditions 

·         Risk management according to client risk profile 

·         Focus on fundamentally sound companies 

·         Get timely reporting through online access and monthly statements 

·         Invest With The Best – award winning funds over 5 years 

·         Can start the account with cash and/or the transfer-in of shares/unit trusts 

·         We manage both individual and corporate accounts 

We help you to take control of your investments and to grow your wealth consistently over the long-term. 

We offer a range of managed account services to meet your individual investment needs and objectives, taking into account your risk profile and time horizon.  

Our Range Of Funds :

The following services are currently available under our Phillip Managed Accounts programme at an entry level of $25,000 in cash or the transfer of clients' holdings in shares or unit trusts:

• Phillip GEMS Asian Opportunities Equity Managed Accounts, which invest in shares of companies listed in Asia and Asia-Pacific stock markets and shares of companies with substantial businesses in Asia and the Asia-Pacific region.  

• Phillip GEMS Energy & Commodities Equity Managed Accounts, which invest in shares of companies engaged in energy and commodity and related sectors.  

• Phillip GEMS Singapore Equity Managed Accounts, which invest in shares of companies listed on Singapore Exchange including warrants, investment trusts and exchange-traded funds 

• Phillip GEMS Small-Cap Equity Managed Accounts, which invest in shares of companies with small market capitalisation.  

• Phillip GEMS Healthy Lifestyle Equity Managed Accounts, which invest in shares of companies which are not engaged in the tobacco and alcohol and other industries which the fund manager decides may not be desirable for a healthy life-style.  

• Phillip GEMS Healthcare Equity Managed Accounts, which invest in shares of companies engaged in the healthcare industry.  

• Phillip GEMS Gold Equity Managed Accounts, which focus on shares of companies engaged in the exploration and production of gold. W ith focus on aggressive growth through long-term capital appreciation. The investment portfolios comprise primarily of a mix of senior gold shares, mid-caps and junior gold shares, and secondarily in shares of other metals/resources such as silver, copper, aluminum, coal and oil.
  
• Phillips Managed Asia Pacific Equity,  a n equity portfolio that invests primarily in securities listed on Asia Pacific stock exchanges, including warrants, investment trusts and Asian exchange-traded funds. 

• Phillips Managed Global Hybrid, t his account service invests in a wide range of global asset classes including direct securities such as equities and bonds, locally-approved unit trusts and exchange traded funds. The portfolios are actively managed based on asset allocation strategies to adjust to changing market conditions.  

Funds with entry level of $1000 : 

• Phillip Growth Fund, to achieve significant medium to long term capital appreciation through investing all of the assets in a diversified portfolio of global equities - in the best growth companies that demonstrate significant and sustainable earnings growth potential. 

• Phillip Money Market Fund, to preserve principal value and maintain a high degree of liquidity while producing returns comparable to that of Singapore Dollar savings deposits.  

• Phillip Income Fund, to achieve medium to long term capital appreciation through investing substantially all of the assets in a diversified portfolio of high quality bonds, high yield stocks and other interest bearing securities. 

Contact us for more information & presentations @ 96900259