To provide minimum 4% income to investors through regular distribution. The investment scheme is targeted at conservative investors who want stable, regular income.
Brief Description of the Account
The type of investment will be similar to our existing PMA which invest in local equity market. PMA 4% is a discretionary portfolio investing in local equities with the objective of regular income.
Benefits to clients
- Less pressure to follow the trend of the market
- Aim to provide distributions by taking profit regularly
- Some shares invested for longer term, some for short term gain
- Invest higher proportion in dividend yield stocks
Mode of Purchase or Investment
Investments with this mandate is only be available in the months of February and August annually.
If you are interested to open PMA 4% account, kindly contact our Client Services at 03-27830300 or email us at firstname.lastname@example.org.
Rates and Charges
Management fees, Service Fees, Custodian Charges and other charges are applicable.
The information contained herein does not constitute an offer, invitation or solicitation to invest in Phillip Capital Management Sdn Bhd (“PCM”). No part of this document may be circulated or reproduced without prior permission of PCM. Any investment product or service offered by PCM is not obligations of, deposits in or guaranteed by PCM. Investment in shares and bonds may go up as well as down. If investors are in any doubt about any feature or nature of the investment, they should consult PCM to obtain further information before investing or seek other professional advice for their specific investment needs or financial situations. Information contained herein is subject to change without any notice. Under all circumstances, investors are advised to consider the fees and charges involved before investing. To the best knowledge of the Manager and the Investment Manager, transaction undertaken by or on behalf of the Funds is done in the interest of the Unit holders. Where a conflict of interest arises due to the Director’s holding substantial shareholding or directorship of a company and the Funds invest in that particular company’s securities, the said member shall refrain from any decision-making relating to that particular company’s securities. There are risks involve, and investors should rely on their own evaluation or should consult a professional adviser to access the merits and risks before investing.