Portfolio Objective
Discretionary portfolio aims to provide EPF members with capital gain over the long-term period through investing in Malaysian equities with expected high dividend yields.

Portfolio Type
Conventional & Shariah

Portfolio Risk Classification
Moderate

Portfolio Launch Date
1^st February 2020

Factsheet

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Phillip PMART Dividend Enhanced Balanced Portfolio
Phillip PMART Dividend Enhanced Shariah Balanced Portfolio

How Do We Construct The Portfolio
  Utilizing the ‘Dogs of the Dow Approach,’ as evidenced by research from Umea University and Wright State University in the USA, indicates that constructing a portfolio with high dividend yield stocks outperforms traditional methods of stock selection in terms of profitability.
  Selecting top market capitalization stocks to minimises the unsystematic risk and liquidity risk.
  Disciplined and systematic, following a rigorously back tested strategy.
  Minimal human interventions bringing about more consistent results.
  Income driven focused product generating returns from capital appreciation and income distribution from selecting advantageous dividend yields.

Equity Risk
The equity paying high dividends could be from slow growth sectors because high-growth sectors such as biotech and IT pay little dividend. Careful selection of stock from universe made up of FBMKL30 and FBM70 minimises the unsystematic and liquidity risk.

Liquidity Risk
Certain securities in the composition of the benchmark may be difficult to trade or momentarily unable to be traded, particularly because of the absence of trades on the market or regulatory restrictions. These market disruptions may reduce the net asset value of the Fund.

Technology Risk
The process of constructing portfolio with high dividend stock is done via Phillip Proprietary Quant Model using Python. Thus, there is a risk of imperfect algorithms which necessitate more stringent back testing.

Investment Amount

Fee & Charges