Unit Trusts
One Stop. Global Access - www.eunittrust.com.sg
Whether you are looking to invest in local, regional or global
funds covering various sectors and industries, look no further. With
PhillipCapital, you have access to one of the widest selections of
funds in Singapore – over 420 funds managed by 31 fund managers,
including our very own top-ranking Phillip Capital Management funds.
A World Of Investment
Options
At PhillipCapital, we offer
several options by which you can invest in unit trusts:
-
Leverage on Online Trading – If you
prefer to invest on your own, you can leverage on our
state-of-the-art online trading platform. Checking fund prices,
transacting and monitoring your portfolio 24/7 couldn’t be more
convenient. We also provide you with proprietary tools (eg.
Fund Comparison and Smart Planner), which will aid you in your
stock selection process. With one of the lowest sales charge of
only 1%1,
on-line trading can indeed be cost effective and rewarding.
Sales Charge as Low as 1%!
1% when you invest more than S$200,000.
1.25% when you invest S$100,000 to S$199,999.
Top up your existing investments with us to the above tiers and
enjoy the lower sales charge on your new investments. You can
also transfer your unit trust to us at no extra cost to meet the
required levels.
Funds that do not qualify for
this promotion will enjoy 50% discount off the full sales charge
for online transactions, unless otherwise stated in the fund
finder.
0.5%
Switching Fee!
You will be able to easily adapt to market changes by
rebalancing your portfolio at lower costs.
Prevailing fees
will apply for funds that do not qualify for this promotion.
One-Stop
Online Trading Platform
Transact and monitor your portfolio 24/7 online. Additionally,
fund prices, charts, proprietary tools, market/fund updates, and
fund recommendations are available!
Click
here for the Quick Start Guide to online unit trust trading.
Existing POEMS account holders can
start investing at www.poems.com.sg
now to enjoy the above benefits and more! You can also open a
POEMS account today at any Phillip
Investor Centre or download the account opening form here
to enjoy the above benefits.
Time Is Money. Why Not
Save Both?
Phillip Securities Pte Ltd being
a registered CPFIS Investment Administrator, allows your CPF
investment funds to be drawn directly from your agent bank or the
CPF Board when you purchase unit trusts from us. As a result, you
can enjoy lower agent bank transaction charges and lower CPF service
charges. The table below illustrates the cost savings:
Transaction Charges:
| Non
CPFIS IA |
CPFIS
IA |
| Between $2.00 and
$2.50 per 1000 units, subject to a maximum of $25.00 per
transaction3 |
Between $2.00 and
$2.50 per transaction |
| Buy $10,000.00 each into 3
funds at $1.00 Maximum agent bank charges: $75.00 = $ 25.00 x
3 funds |
Maximum agent bank charges:
$2.50
Your Savings = S$72.50 |
Sell 5,000 units each into 5
funds
Maximum agent bank charges: $62.50 = $ 12.50 x 5 funds
|
Maximum agent bank charges:
$2.50
Your Savings = S$60.00 |
| Switch 10,000 units into 1
fund at $1.00 |
|
Switch designated by us (sell
follows by buy) Maximum agent bank charges: $50.00 = $25.00
x 2 transactions
|
Agent bank charges: $0.00
Your Savings= S$50.00 |
| Non
CPFIS IA |
CPFIS
IA |
| $2.00 per unit trust fund per
quarter, subject to a minimum of between $2.00 and $5.00 |
$2.00 per policy per quarter,
subject
to a minimum of between $2.00 and $5.00 |
|
Hold 10 funds
$80.00 per annum = $2.00 x 10 funds x 4
|
$8.00 per annum = $2.00 x 4
Your Savings = S$72.00
|
Charges are by agent banks and the CPF
Board and is subject to change. GST not included.
The Right
Tools For Investment Decisions
Investing in unit trust through
PhillipCapital also comes with value-added benefits. Our experts
give you a carefully analyzed list of quarterly recommended funds.
We also support you with up-to-date research articles from Phillip
Securities Research to help you in the selection of a unit trust
which suits your investment strategy. What’s more, to ensure you
are consistently updated on the investment climate funds and special
promotions, we email you our monthly unit trust newsletter, PhillipCapital
UTalk.
To find out more about
unit trust, you can visit our eunittrust
page or mail us at unittrust@phillip.com.sg
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