Phillip Managed Account for Retirement (PMART)
  • Stands for Phillip Managed Account for Retirement which is open to all EPF members who have adequate savings in their EPF Account I.
  • Is an investment portfolio of shares, ETFs or unit trusts managed by Phillip Capital Management Sdn Bhd, an EPF approved Fund Management Institution.
  • Offers EPF contributors an alternative for their EPF Savings to be managed by a fund management institution of their choice

PMART Opportunity

PMART Opportunity is a discretionary managed account service that caters to investors with different risk profiles and needs to meet investors’ individual investment objective, risk profile and time horizon, and is actively managed to reflect changing market conditions. PMART Opportunity provides capital gain over the long term by investing in Malaysian Equities that are listed in Bursa Malaysia

PMART 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.

PMART ETF

Discretionary portfolio of Exchange Traded Fund (ETF). An ETF is a type of security that tracks an index, sector, commodity, or other asset which can be purchased or sold on a stock exchange the same as a regular stock. An ETF can be structured to track anything from the price of an individual commodity to a large and diverse collection of securities. ETFs can even be structured to track specific investment strategies.

PMART UT

Discretionary portfolio of EPF approved unit trust funds which also allow investors to invest into multiple unit trust funds from a single withdrawal through EPF – MIS. Each withdrawal will be invested into multiple UTMCs. The portfolio will be regularly reviewed and adjusted as needed, especially in the event of a major change.

PMART 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.

PMART 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.

PMART Quant US

Discretionary portfolio of EPF approved unit trust funds which also allow investors to invest into multiple unit trust funds from a single withdrawal through EPF – MIS. Each withdrawal will be invested into multiple UTMCs. The portfolio will be regularly reviewed and adjusted as needed, especially in the event of a major change.

PMART UT Flexi

Discretionary portfolio that focuses on investing in all unit trust funds that approved by or registered with Securities Commission and domicile in Malaysia. Investors are allowed to invest into multiple unit trust funds from a single investment. Each investment will be invested into multiple UTMCs. The portfolio will be regularly reviewed and adjusted as needed, especially in the event of a major change.

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.

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.