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, 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

Discretionary portfolio of BlueChip Stocks. Blue Chip stocks are typically large, well-established and financially sound companies that have operated for many years and that have dependable earnings, often paying dividends to investors. A Blue Chip stock typically has a large market capitalization, is generally the market leader or among the top companies in its sector.

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 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.

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.

Not available for online account opening. Kindly contact your Phillip Financial Planner or call us, to find out more.