Phillip Capital Management
– A Big Winner at The Edge–Lipper Fund Awards
Singapore 2007
1. Phillip Capital Management (S) Ltd or PCM,
the asset management arm of PhillipCapital, wins the following
awards at The Edge-Lipper Fund Awards Singapore 2007:
Phillip Asia Pacific Growth Fund
Best Equity Asia Pacific Fund over 5 Years
Phillip Growth Fund
Best Mixed Asset SGD Aggressive Fund over 3 Years
Phillip Growth Fund
Best Mixed Asset SGD Aggressive Fund over 5 Years
2. “We are delighted with the accolades
as they acknowledge PCM’s strength in delivering consistent
returns to our investors over several investment cycles,”
quipped Mr Jeffrey Lee, Managing Director and Chief Investment
Officer of PCM.
3. The Phillip Asia Pacific Growth Fund delivered
an annualized return of 16.5% over the 5 year period. On
an absolute return basis, the fund delivered 114.6% over
the same period. The Phillip Growth Fund delivered an annualized
return of 11.62% and 12.99% over the 3 year and 5 year period
respectively. On an absolute return basis, the fund delivered
39.03% and 84.07% over the 3 year and 5 year period respectively.
4. PCM’s key to achieving consistent
performance lies in its disciplined approach in investing
for its funds. Its aim is to deliver absolute positive returns
through active allocation among stocks, bonds and cash.
It invests in a stock only if the risk reward profile is
in its favour. “We must be comfortable with the downside
risks involved. Once that is taken care of, the upside will
take care of itself. As an example of our investment philosophy,
we buy bull market businesses in bear markets such as the
stock exchanges in the early 2000s like Osaka Securities
Exchange, SGX, LSE and Deutsche Bourse,” added Mr
Lee.
5. PCM had previously won a total of 17 awards;
12 awards for the Phillip Asia Pacific Growth Fund and 3
awards for the Phillip Growth Fund. Fact sheets on these
two funds and details of the past awards can be found in
the attachments.
Past Awards
Fact
sheet on Phillip Asia Pacific Growth Fund
Fact
sheet on Phillip Growth Fund
# # #
About Phillip Capital Management
Incorporated locally in September 1999, PCM is the asset
management arm of PhillipCapital. PCM prides itself on its
fund management expertise in unit trust management, discretionary
account management and alternative investments. PCM’s
clientele comprises of a broad spectrum of clients, ranging
from institutional investors, corporations, high net worth
individuals to retail clients. Stable long term returns
have long been a defining characteristic of our equity and
income funds, as demonstrated by our impeccable track records.
PCM actively manages client monies with regards to tactical
asset allocation and security selection with a strong emphasis
on absolute positive returns. Believing that there are pockets
of market inefficiencies, we strive in our role to constantly
challenge conventional wisdom in the identification of emerging
trends, underappreciated growth prospects and undervalued
franchises.
About PhillipCapital
PhillipCapital is a group of independent companies with
common shareholders located in and outside Singapore which
offers a full range of quality and innovative financial
services to retail, corporate and institutional customers.
PhillipCapital is an integrated financial services provider
with more than 2,500 staff in Asia and Europe and total
shareholders’ funds in excess of US$400 million.
We provide a comprehensive suite of financial services to
individual and corporate investors as well as institutions.
Our services range from fund management, unit trusts, hedge
funds, insurance planning, mortgage loans, investment research
and broking in bond, securities, futures, foreign exchange,
precious metals and commodities. Institutions can also benefit
from our corporate finance and advisory services as well
as information technology solutions.
For media queries, please contact:
Ms Daphne Lim,
Manager, Corporate Communications
Phillip Securities Pte Ltd
Tel: (65) 6531 1569
Email: daphnelimyl@phillip.com.sg
