Serving You Since 1975

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Why

Phillip Capital Management is an independent fund management company, based in Singapore since 1995. We are the Asset Management arm of PhillipCapital Group, a stock broking company that was established 40 years ago. We are spread across a few cities: Singapore, KL, Bangkok, Jakarta, Hong Kong, and London. Here at PCM, we stay aware of our clients’ needs, and we enjoy the challenge of finding growth companies to invest in. We manage funds for both individual investors and institutions, to help our clients achieve their financial goals.

value

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  • One of the largest, non-banked backed asset managers in Singapore
  • Approximately SGD2.30 billion of assets under management
  • Specialises in value and dividend income investing
  • Regional network of offices dedicated to a single investment philosophy and research process
  • Largest Singapore Dollar Money Market Fund
  • Zero Credit Defaults since inception
  • Affiliate asset management offices in Hong Kong, Malaysia, Indonesia, Thailand, United Kingdom and Australia

Why

Phillip Capital Management is an independent fund management company, based in Singapore since 1995. We are the Asset Management arm of Phillip Capital Group, a stock broking company that was established 40 years ago. We are spread across a few cities: Singapore, KL, Bangkok, Jakarta, Hong Kong, and London. Here at PCM, we stay aware of our clients’ needs and we enjoy the challenge of finding growth companies to invest in. We manage funds for both individual investors as well as institutions, to help our clients achieve their financial goals.

  • One of the largest, non-banked backed asset managers in Singapore
  • Approximately SGD2.30 billion of assets under management
  • Specialises in value and dividend income investing
  • Regional network of offices dedicated to a single investment philosophy and research process
  • Largest Singapore Dollar Money Market Fund
  • Zero Credit Defaults since inception
  • Affiliate asset management offices in Hong Kong, Malaysia, Indonesia, Thailand, United Kingdom and Australia

Phillip Capital Management (PCM)

Flagship Retail Unit Trusts

  • Phillip Singapore Real Estate Income Fund Singapore REITs, quarterly dividends
  • Phillip Money Market Fund Singapore dollar money market fund, daily liquidity
  • Largest Singapore dollar money market fund
  • Phillip US Dollar Money Market Fund
  • Phillip Global Opportunities Fund
  • Phillip Global Rising Yield Innovators Fund

ETFs

Phillip SGX APAC Dividend Leaders REIT ETF

  • First Dividend Focused Asia Pacific REIT ETF
  • Tracks SGX APAC ex-Japan Dividend Leaders REIT Index
  • Most Innovative ETF Awards, SGX 2016

Lion-Phillip S-REIT ETF

  • Collaboration with Lion Global Investors, one of Singapore’s largest fund management company
  • First ETF to focus solely on Singapore REITs
  • Tracks the Morningstar® Singapore REITs Yield Focus IndexSM

Phillip SING Income ETF

  • Encompasses stocks of 30 high-quality Singapore listed companies
  • Tracks the Morningstar® Singapore Yield Focus Index
  • Tracks the Morningstar® Singapore REITs Yield Focus IndexSM

Phillip SGD Money Market ETF

  • Access to high quality money market securities and deposits of established institutions
  • High Degree of Liquidity with no lock in period for your investments
  • Low Management Fee of 0.10%

Offshore Funds & Private Mandates

  • Phillip Private Portfolios (Managed Accounts)
  • Phillip Greater India Equity Fund
  • Asia Pacific Opportunities Fund
  • Mitsubishi UFJ ASEAN Stocks Open
  • Global Balanced Strategies

Important/Key information about the product

  • Products and Asset classes include unit trusts, segregated discretionary portfolios investing in equities, bonds, money market, real estate, managed funds and private equity
  • Our clients include: Private banks, Family Offices, Uniform groups, Tertiary institutions, Insurance companies, sovereign wealth funds, Singapore government agencies

Investment (Listed Securities)

  • Phillip Singapore Real Estate Income Fund Singapore REITs, quarterly dividends
  • Phillip Money Market Fund Singapore dollar money market fund, daily liquidity
  • Largest Singapore dollar money market fund
  • Phillip US Dollar Money Market Fund
  • Phillip Global Opportunities Fund
  • Phillip Global Rising Yield Innovators Fund

ETFs

Phillip SGX APAC Dividend Leaders REIT ETF

  • First Dividend Focused Asia Pacific REIT ETF
  • Tracks SGX APAC ex-Japan Dividend Leaders REIT Index
  • Most Innovative ETF Awards, SGX 2016

Lion-Phillip S-REIT ETF

  • Collaboration with Lion Global Investors, one of Singapore’s largest fund management company
  • First ETF to focus solely on Singapore REITs
  • Tracks the Morningstar® Singapore REITs Yield Focus IndexSM

Phillip SING Income ETF

  • Encompasses stocks of 30 high-quality Singapore listed companies
  • Tracks the Morningstar® Singapore Yield Focus Index
  • Tracks the Morningstar® Singapore REITs Yield Focus IndexSM

Phillip SGD Money Market ETF

  • Access to high quality money market securities and deposits of established institutions
  • High Degree of Liquidity with no lock in period for your investments
  • Low Management Fee of 0.10%

Offshore Funds & Private Mandates

  • Phillip Private Portfolios (Managed Accounts)
  • Phillip Greater India Equity Fund
  • Asia Pacific Opportunities Fund
  • Mitsubishi UFJ ASEAN Stocks Open
  • Global Balanced Strategies

Important/Key information about the product

  • Products and Asset classes include unit trusts, segregated discretionary portfolios investing in equities, bonds, money market, real estate, managed funds and private equity
  • Our clients include: Private banks, Family Offices, Uniform groups, Tertiary institutions, Insurance companies, sovereign wealth funds, Singapore government agencies