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.

Mini PMA

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. Mini PMA 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

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.