Mini Private Managed Account

 

Objective

Mini-PMA is specially designed for investors who believe we can deliver reasonable return but wish to start small.

 

Brief Description of the Account

Mini PMA is a discretionary portfolio with mandates to invest in local equities. This Mini PMA is similar to existing PMA but at a smaller amount.

 

Benefits to clients

  • With lesser no. of stock, Mini-PMA is more focused
  • Able to exit the market more rapidly
  • Can invest in large amount in certain stocks

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    Mode of Purchase or Investment

    If you are interested to open Mini PMA account, kindly contact our Client Services at 03-27830300 or email us at pcm@poems.com.my.

     

    Rates and Charges (if applicable)

    Management fees, Service Fees, Custodian Charges and other charges are applicable.

     

    Disclaimer

    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.