Phillip Managed Account (PMA)

Phillip Managed Account (PMA) is a discretionary portfolio with mandates to provide capital gain over long term by investing in Malaysian equities.

PMA Opportunity

Discretionary managed account services, catering to investors with different risk profiles and needs to meet investors’ individual investment objective, risk profile, time horizon, and actively manage to reflect changing market conditions. PMA opportunity provides capital gain over long term by investing in Malaysia Equities that listed in Bursa Malaysia.

PMA Mini Opportunity

Discretionary managed account services, catering to investors with different risk profiles and needs to meet investors individual investment objective, risk profile, time horizon, and actively manage to reflect changing market conditions. PMA Mini Opportunity are similar to PMA Opportunity with lower initial investment amount and provides capital gain over long term by investing in Malaysia Equities that listed in Bursa Malaysia.

PMA 4%

PMA is a discretionary portfolio investing in local equities with the objective of paying regular return.PMA 4% only open for subscription in February and August annually.

PMA Dividend Enhanced

Discretionary portfolio that applies Dog of the Dow Approach which follow an empirical study done by Wright State University and Umea University show that it is more profitable to build portfolio with high dividend yield stock than conventional approaches of stock picking. Dividend Enhanced also targeting on income driven focused product generating returns from capital appreciation and income distribution from selecting advantageous dividend yields by selecting top market cap stocks minimizes the unsystematic risk and liquidity risk and minimal human interventions bringing about more consistent results.

PMA Managed UT

Discretionary unit trust portfolio which allow investors to invest into multiple unit trust funds from a single investment. Each investment will be invested into multiple UTMCs managed by award winning fund manager. The portfolio will be reviewed and adjusted every quarterly or as and when the need arise especially when there is a major change of event.

PMA Blue Chip Focus

Discretionary portfolio focusing mainly on investing in Blue Chip Stocks. Blue Chip stocks are typically well-established and financially sound companies that have operated for many years and that have stable earnings, often paying dividends to investors. While Blue Chip stocks typically have large market capitalization, they may not necessarily do. Blue Chip stocks are generally the market leaders or among the top companies in its sector. Although the portfolio focuses on Blue Chip stocks, it may invest a small portion into smaller capitalised stocks that have good earnings and growth prospects but may not have a long history of being listed on the stock exchange.

PMA Absolute8

Discretionary portfolio investing in local equities with the investment scheme which specifically designed for investors who are not satisfied with the current low bank deposit rates and wanted to earn a return higher than the rates provided by banks.

PMA ESG

Discretionary portfolio investing in stocks with a high overall ESG rating based on the list of stocks under the FTSE4Good Bursa Malaysia Index (F4GBM). The rating is assessed by FTSE Russell in accordance with the FTSE Russell ESG Methodology with a blend of top-down and bottom-up approach.