Investment Approach

Phillip GEMS Managed Accounts

Phillip GEMS Managed Accounts are individually managed discretionary fund management services offered by Phillip Securities Pte Ltd for individuals and corporate clients. There is no co-mingling of assets and clients receive monthly statements and have on-line access to their portfolios. Our objective is to achieve positive returns for clients over a medium to long-term investment horizon.

Our Investment Approach

Phillip GEMS fund manager take an active investment approach with a focus on absolute returns. Risks are managed through regular reviews of the portfolios and regular monitoring of country, sector and stock exposure.

The following highlights our investment approach:

• Active management
• Risk management according to individual client risk profile
• Focus on fundamentally sound companies
• Understanding of industry and corporate developments
• Seeking out opportunities arising from situations such as structural and cyclical changes in economy and industry
• Seeking out gems
• Appropriate participation in private placements
• Effective use of fundamental and technical analysis
• Effective implementation