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.
Phillip Global Futures Fund
The Fund focuses its trading in futures contracts. It will look for opportunities globally, with an emphasis on but not limited to equity indices and commodities. The Fund focuses on swing trading which normally lasts within 1 week to 3 months and divided into 2 parts, fundamental outlook and technical indicator. The Fund will aim to identify the tops and bottoms of such market swings. The Fund seeks to capitalize on market opportunities by using a disciplined trading approach that takes into account the risk-reward trade-off and the entry price for each trade. The Fund may hold both long on short positions.
*The Fund currently not available for new subscription.