投資信託

Why Phillip Unit Trust?

  • No platform/ongoing fees
  • Sales charge as low as 0%
  • Savings from CPF transactions
  • Wider selections of funds
  • One-stop online trading platform – POEMS
  • Free educational seminars
  • Investor centres at heartland to serve you better
  • Earn returns while waiting for investment opportunities
  • Free articles

Trading Unit Trust

Unit Trust allows investors with common investment goal (as per the fund's investment objective) to empower a fund management team to invest the pooled money into assets such as stocks, bonds, money market instruments, a combination of these investments or even other funds. The collective holdings of individual stocks/bonds held in trust will form the total portfolio of a Unit Trust fund.

Benefits
  • Professional management
  • Diversification
  • Windows of investment opportunities
  • Lower costs
  • Liquidity
Risks
  • Entrusted control
  • Low risk does not mean no risk