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| 1) Multi-Manager Multi-Theme |
At Phillip Capital Management, you can choose from a range of fund managers to manage your investment portfolio. They specialize in different kinds of investment area with unique investment strategies. You can choose the one who best fits your investment objectives and will take care of your wealth.
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| 2) Tailor-made Asset Allocation and Portfolio |
Phillip Fund Managers will first evaluate your background, risk exposure, and expectations of returns and then design a customized investment strategy and allocation to achieve your investment objectives. The portfolio would be revised periodically.
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| 3) Strong Backup |
The Phillip Research Team provides a strong support for fund managers in their decision-making. The Team would continuously review the market, conduct extensive investment analysis, visit listed companies and meet their management in order to have a full understanding of their business operation and management philosophy before making any investment decisions.
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| 4) Integrity |
Financial integrity is very important to Phillip. The securities bought or deposited by you will not be pledged under any third party, including banks and financial companies. In addition, we do not make unnecessary investments and high-risk investments. Your interest is our very first consideration.
Also, our Investment Management Committee will monitor all the trading activities and the portfolio’s performance, aiming to eliminate any unnecessary trading activities and risks.
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| 5) High Degree of Transparency |
You will be well informed of your portfolio status by receiving daily & monthly statements with detailed transaction records. You can also read your historical monthly statements and check the most updated trading recording after 10:00p.m. by using our e-Check service via Internet.
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