Investment has never been easier & greener with Phillip Invest. Did you know that you can invest in our private mandates by using your retirement savings?

We recognize the increasing need to align your financial ambitions with your values. Our ESG investment solutions offer a mindful approach, integrating environmental, social, and governance factors with the pursuit of strong financial returns.

What is ESG?

ESG (Environmental, Social, and Governance) refers to the three key factors investors consider when assessing a company’s sustainability and ethical impact. These criteria help evaluate how a company manages its responsibilities beyond financial performance:

Environmental: How a company addresses climate change, resource conservation, and pollution.

Social: Focuses on how a company treats its employees, customers, and the communities it operates in, including human rights and diversity.

Governance: Looks at the company’s leadership, ethics, transparency, and shareholder rights.

Benefits of Investing In ESG

Why you should invest in ESG private mandates:

  • Sustainable Growth Potential: ESG private mandates invest in companies that prioritize long-term environmental and social responsibility, which can lead to more stable, future-proof growth.
  • Reduced Risk Exposure: By focusing on businesses with strong governance and ethical practices, ESG investments often avoid companies with high regulatory, reputational, or environmental risks.
  • Positive Impact: ESG investing allows you to support businesses that contribute to positive social and environmental change, aligning your investments with your values while pursuing financial returns.

At Phillip Invest, we help you invest in companies committed to ESG principles, driving positive change while achieving long-term financial growth.

For supporting ESG, we’re offering you 0% service charge! If you invest a minimum of RM10,000 in PMART ESG Private Mandates via i-Invest, you’ll also be getting an EXTRA RM50* worth of Phillip Master Money Market Fund (PMMMF)!

Phillip Managed Account For Retirement (PMART) ESG-Focused Private Mandate List 2024

No Phillip Capital Management Sdn Bhd Service Charge (%)
Normal
Offline Online
1 Phillip PMART ESG Aggressive Portfolio 3.00 0.00
2 Phillip PMART ESG Conservative Portfolio ⭐ 3.00 0.00
3 Phillip PMART ESG Shariah Aggressive Portfolio 3.00 0.00
4 Phillip PMART ESG Shariah Conservative Portfolio ⭐ 3.00 0.00
5 Phillip PMART Dividend Enhanced ESG Balanced Portfolio 3.00 0.00
6 Phillip PMART Dividend Enhanced ESG Shariah Balanced Portfolio 3.00 0.00

⭐ Recommended Portfolios

Steps on How to Invest with Phillip Invest

Terms & Conditions

  1. This promotion is only valid from 14 October – 27 November 2024 (cut-off time 3pm).
  2. This promotion is applicable for Phillip Invest (investment through i-Invest).
  3. Participants who don’t have an account with Phillip Invest will need to open an account first to be eligible for the promotion.
  4. This promotion is only valid for transaction done online via i-invest.
  5. This promotion does not apply to Transfer, Switching Transactions, RSP (Regular Saving Plan) and Cooling Off, Sell Transaction.
  6. To be eligible for this promotion, all cash payments (Cheque and Internet payments) must reach to us before 3PM on 27 November 2024.
  7. Phillip Capital Management Sdn Bhd reserves the rights to modify the terms and conditions herein specified or cancel, terminate, suspend the campaign without prior notice.

Thank you for your investments with Phillip Invest!
If you wish to read more on ESG, click HERE

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