This is usually quoted as the percentage movement in the value of units from one period to the next. This is usually presented in a percentage format on an Absolute Return basis or an Annualised Return basis. Performance may also be judged on a relative basis against a benchmark.
This is the discrete performance of the fund in the relevant time period.
Phillip Cash Management Account (PCMA) is a trading account that allows you to trade unit trusts, shares, ETFs, treasury bills and other investment products. It allows an investor to hold excess funds in the account to facilitate investment transaction such as unit trust. An investor can also choose to automatically channel the excess funds into money market funds to potentially
The PHS should highlight key features and risks of the investment product to investors. It should clearly disclose required information in the format as set out in the MAS Guidelines on PHS, not contain any information that is not included in the prospectus, and not contain any information that is false or misleading.
A fund platform is an online service that administers your investments. Some platforms charge platform fees and these contribute to the cost of your investments. The platform fees are Zero when you trade with Phillip online via POEMS.
A collection of different types of investments.
The legal document that contains all the information about a unit trust.
This Risk Classification System developed by Phillip Securities splits the investment risk associated with an investment into two broad components, focus risk and expected asset class risk.