Funds
Phillip Wholesale Income Fund

The Fund seeks to achieve its objective by investing primarily in fixed income instruments, Deposits and money market instruments. The Fund will be actively managed and the strategy is to provide Unit Holders with liquidity access to their investments and returns higher than savings and investment accounts that will depend on the general market condition, market outlook, changes in interest rates, yield curve changes and other various factors.

Phillip Wholesale Islamic Income Fund

The Fund seeks to achieve its objective by investing primarily in Islamic fixed income securities, Islamic Deposits and Islamic money market instruments. The Fund will be actively managed and the strategy is to provide Unit Holders with liquidity access to their investments and returns higher than savings and investment accounts that will depend on the general market condition, market outlook, changes in interest rates, yield curve changes and other various factors.

Phillip Value Growth Fund

The Fund aims to achieve its objective by adopting a flexible allocation strategy where the Fund may invest up to 100% of its NAV in equities and equity-related securities (minimum equity allocation is 60%) listed on Bursa Malaysia. The balance of the Fund’s NAV that is not invested in equities and equity-related securities will be invested in fixed income securities, Deposits, money market instruments and/or collective investment schemes investing in money market instruments and/or Deposits depending on the economy and market outlook.