PHILLIP MUTUAL BERHAD


Phillip Mutual Berhad (PMB)
 
was incorporated in Malaysia on 31 January 2002 under the Companies Act 1965 with a paid up capital of RM 20,290,932. The shareholders are Phillip Capital Holdings Sdn Bhd (70%) and Ehsan Astaka Sdn Bhd (30%).

We have a staff strength of 49 executives as at 30 April 2017 with extensive experience in the unit trust industry within their respective areas of specialization. They are responsible for the day-to-day management of the Funds, reporting to the Board of Directors, Investment Committee, Trustee and the SC.

We are essentially part of the Phillip Capital Group of companies, a financial conglomerate with interests in stockbroking, futures broking and fund management and information technology. The group was established in 1975, providing a comprehensive range of financial services to retail and institutional customers. Today PhillipCapital Group is firmly established in the financial hubs of 16 countries, with offices in Singapore, Malaysia, Cambodia, Indonesia, Thailand, Hong Kong, China, Japan, India, Sri Lanka, United Arab Emirates, United Kingdom, France, Turkey, Australia, and United States of America. The group’s more than 40 years of experience in equities, futures and fund management will be harnessed to produce results consistent with each of the Funds’ objectives.

As at 30 April 2017, we have two Funds totaling RM 789,126,720.

Fund Info

Top 5 Performing Funds

Fund Name Return (%)

RHB Entrepreneur Fund 5.62
Robotech Fund-RM Hedged 5.01
Robotech Fund-USD Class 4.98
Phillip Global Futures Fund 4.95
United Global Quality Equity-USD Hedged 4.41

Fund Name Return (%)

Kenanga i-Enhanced Cash Fund 37.42
Kenanga Money Market Fund 37.22
Kenanga Islamic Money Market Fund 30.79
Manulife Investment Asia-Pacific exJapan 7.48
CIMB-Principal China-India-Indonesia Equity 7.33

Top 5 Funds

Fund Name Return (%)

Eastspring Investments Dinasti Equity 2.27
CIMB-Principal Asia Pac Dynamic Income 1.85
Eastspring Investments Dana al-Ilham 0.05
Kenanga Growth Fund -0.15
Phillip Master Equity Growth Fund -2.35

Fund Name Return (%)

Malaysian ESG Opportunity Fund -4.96
PMB Shariah Small-Cap Fund -4.25
Manulife Flexi Growth & Income -3.79
CIMB-Principal Small Cap Fund -2.52
Pacific Real Opp Absolute Return Fund -2.48

Third Party Funds Distributed by Phillip Mutual Berhad


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