Account Services

PMA Managed Global Hybrid Account

This account service seeks medium to long-term capital appreciation and income by investing in direct securities, unit trusts and ETFs, with exposure to equity, 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, bond and cash equivalents and/or money market fund.

The benefits of such a portfolio lies in the:

• Versatility and flexibility with the use of investment instruments such as stocks, bonds, unit trusts and a wide range of ETFs.
• Diversification across fund managers, asset classes, geographical regions, countries, industries and companies.
• No sales charges and switching fees on unit trusts.

We also offer customized portfolios to meet unique requirements for high net worth investors and corporations/institutuions.