Phillip Global Wrap Account (PGWA)

Phillip Global Wrap Account (PGWA) allows individuals to invest in international stocks, foreign unit trust, exchanged traded funds and alternative investments. Investor are allowed to gain access to more than 23 global exchange by open a PGWA account with us.

Phillip Portfolio Masters

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

PGWA Global UT

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.

PGWA New Frontiers

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.

PGWA Quant

Discretionary investment portfolio that focuses on investing in the equities of companies listed globally, utilizing quantitative investment methods. The objective of the portfolio is to achieve long-term total returns that potentially surpass the performance of the benchmark. The portfolio is actively managed with the strategy to invest in companies with robust fundamental growth that are currently trading at comparatively lower valuations. This portfolio is specifically designed for investors seeking long-term total returns and requires a minimum investment period of 5 years. Additionally, investors should be willing to tolerate occasional significant fluctuations in the net asset value under normal market conditions.

PGWA World Leaders

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.