Phillip PMART ETF Eq8 US Titans 50 Portfolio
Portfolio Objective
Discretionary portfolio aims to provide investors with capital gain over the long-term period through investing in Eq8 US Titans 50 ETF.
Portfolio Type
Shariah
Portfolio Risk Classification
Aggressive
Portfolio Launch Date
25th April 2024
Factsheet
| Mandates | Download Factsheet |
|---|---|
| Phillip PMART ETF Eq8 US Titans 50 Shariah Aggressive Portfolio |  |
How Do We Construct The Portfolio
Selecting the Eq8 Dow Jones US Titans 50 ETF.
The ETF track the performance of 50 largest Shariah compliant companies listed in the United States.
Measured by Dow Jones Islamic Market U.S. Titans 50 Index
Market Risk
ETFs are susceptible to market volatility as they track underlying assets. Fluctuations in stock prices, interest rates, or economic conditions impact ETF values. In a market downturn, ETF values decrease, affecting the portfolio’s overall worth. This risk is inherent, but thorough analysis of underlying assets and diversification across sectors or regions can mitigate its impact.
Liquidity Risk
Limited trading volumes in one ETFs can lead to difficulty in buying or selling at desired prices, especially during market turbulence. Low liquidity may result in wider bid-ask spreads, causing investors to transact at less favorable prices. Assessing an ETF’s liquidity through trading volumes and market depth helps mitigate this risk, ensuring easier execution of trades and minimizing potential losses due to illiquidity.
Diversification Risk
The limitation of one ETFs in the portfolio heightens diversification risk. This constraint increases exposure to specific sectors, magnifies losses from poor performance, and relies heavily on ETF manager decisions. To mitigate, thorough research, strategic asset allocation, and periodic rebalancing are crucial. Consider supplementing with complementary investments if allowed. Regular monitoring is essential to adapt to market changes. Despite limitations, careful selection and management within these constraints can help reduce vulnerability to market fluctuations and enhance portfolio resilience.
Investment Amount
| Minimum Initial Investment Amount | Subsequent Minimum Investment Amount |
|---|---|
| RM 5,000 | RM 1,000 |
Fee & Charges
| Service Fee | Annual Management Fee (including Taxation) | Custodian Fee |
|---|---|---|
| 3.00% for every capital injection | 1.50% per annum* *An annual management fee of 1.50% on the market value of the portfolio will be charged monthly at the end of each calendar month, and payment will be made quarterly in arrears. |
0.03% per annum * * based on market value of the Assets as at end of each calendar month, payable to the Custodian on a monthly basis. |
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