Discretionary managed account services, catering to investors with different risk profiles and needs, and build investment portfolio in Singapore, Thailand, Hong Kong & China Markets.

Discretionary portfolio of foreign unit trust funds and ETFs with easy access and diversification into global equity, bonds and commodity markets. Phillip Managed Fund Global allow investors to invest into multiple unit trust funds from a single investment. Each investment will be invested into multiple unit trust funds managed by fund manager. The portfolio will be reviewed and adjusted every quarterly or as and when the need arises especially when there is a major change of event.

Discretionary portfolio primarily made up of a basket of foreign shares to achieve long-term capital growth. The portfolio shall be focusing in the Hong Kong, China and United States market.

Discretionary portfolio with mandates to invest into Global and Asia Pacific Shariah related companies. The equity portfolio consisted of 20 stocks with an average market capitalization of 6 billion USD. Each equity position was invested at equal weight of 5.00%. The investment’s net exposure was 100.00%. The factor weightings were 48% in earnings momentum and 52% in valuation.

PGWA World Leaders is a discretionary portfolio that targeting long-term investors that seek capital appreciation growth over a very long and extend period of time. This mandate are applying modified Hockey Stick Strategy which looking at performance of the world’s largest companies.