Account Services  

Investment Philosophy


 


PMA Managed Global UT-ETF Account

This account service seeks medium to long-term capital appreciation and income by investing in unit trusts and ETFs, with exposure to equity, specialty funds*, bond and cash equivalents and/or money market fund. We offer three portfolio types (aggressive, balanced, conservative), each differentiated by the strategic allocation between equity, specialty funds, bond and cash equivalents and/or money market fund.

The benefits of such a portfolio lie in the:
  • Versatility and flexibility with the use of wide range of ETFs in combination with traditional unit trusts.
  • Diversification across fund managers, asset classes, geographical regions, countries, industries and companies.
  • Wide choice of UTs and ETFs, providing an efficient, transparent and cost-effective way to participate in global markets.
  • No sales charges and switching fees on unit trust.

Note: *These are specialty ETFs where the underlying can be in commodity-related assets, private equity, hedge funds or currencies.


 

 


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