Sustainable Reserve Fund
Return (30 days) Annualised
4.60%*
Rates updated as of 1 July 2024
*The Return since inception of the Fund is calculated on a single pricing basis and on the assumption that all distributions are reinvested over the last 30 days. Past performance is not necessarily indicative of future performance. View Full Disclaimer.
Investments are subject to investment risks and is not the same as placing your money on deposit with a bank or deposit-taking company. This advertisement has not been reviewed by the Monetary Authority of Singapore. Important Information From Fund Manager
Learn more about The Fund HERE.
Invest Now0% Platform Fee, 0% Sales Charge, 0% Switching Fee
Why should you invest in the Sustainable Reserve Fund?
Net Weighted-average yield to maturity ~5%
Low volatility investment option with
short duration bond fund
Fund Manager with track record of managing one of Singapore’s largest money market fund
Allow smaller investors access to short duration bonds, with diversification
Comprehensive screening for risks
How It Compares to Other Funds?
| Sustainable Reserve Fund |
Fund A | Fund B | |
| Weighted Average Rating | A | BBB+ | BBB |
| Average Duration | 1.1 year | 1.2 year | 1.4 year |
| Gross Weighted Average Yield to Maturity | ~5.0% | 4.6% | 5.8% |
| % of Portfolio Comprising ESG-related Risk Isssuers* |
<30% | 24% | 36% |
| % of Portfolio Where Issuers Have no Relevant ESG Rating Data* |
<30% | 13% | ~19% |
*Based on PCM’s internal ESG risk categorization methodlogy.
4.60% Return p.a.? YES!
Invest NowDon't have an Account yet?
Open an Account
Structured Certificates
What are Structured Certificates?
Structured Certificates are third-party issued financial instruments designed to meet the specific needs of investors such as yield enhancements and growth payoffs. Commonly traded in Europe, the returns of these products are defined by their payoff profiles that are dependent on the performance of an underlying asset such as a single stock or equity index.
Structured Certificates are:
- Structured products based on an underlying asset (such as a single stock or equity index) and contain derivative components.
- Issued by third party financial institutions, usually investment banks.
- Listed and traded on SGX-ST.
- Some examples of Structured Certificates include Yield Enhancement and Participation certificates which offer investors choices depending on their market expectations, investment goals and risk profile.
Characteristics of Structured Certificates
Local and foreign exposure
Offer exposure linked to local and foreign stocks or benchmark indices
Ease of Access
Listed and traded on SGX with a continuous quotation by a Designated Market Maker (DMM), providing greater price transparency and liquidity
Capital at Risk
Structured Certificates are not capital protected and investors bear the risk of the issuer defaulting
3rd Party
Issued by third party financial institutions (e.g. investment banks)
Short-term Expiry
Short-term investment products with a finite lifespan usually between 3 months to 1 year
Cash or Physical Settlement
Some certificates may offer choice of physical settlement under certain conditions
Structured Certificates on SGX
SGX is the first exchange in Asia to offer trading in Structured Certificates, providing investors with enhanced access to a new range of products that cater to different investor profiles and needs.
Societe Generale
Structured Certificates Listed on SGX
Autocallable Certificates
| Code | SGX Counter Name | Expiry Date | Daily Theoretical | Underlying | Max. Distribution | Distribution | Autocall | Knock-In | Underlying | Initial Price | Strike Price |
YAL | 04/11/2024 | 1.009 | 16.140 | 10% | 6.7600 | 14.1960 | 10.9512 | Xiaomi Corporation | 13.52 | 13.2496 | ||
NIC | 04/11/2024 | 1.007 | 60.300 | 8.8% | 29.0250 | 61.5330 | 53.4060 | HSBC | 58.05 | 57.7598 | ||
QAC | 17/12/2024 | 0.971 | 201.80 | 12% | 103.7000 | 217.7700 | 176.2900 | BYD Company | 207.4 | 207.4 | ||
TDQ | 03/10/2024 | 0.935 | 102.70 | 10% | 56.7000 | 119.0700 | 86.1840 | JD.com | 113.4 | 102.06 | ||
EEJ | 03/10/2024 | 0.911 | 71.650 | 10% | 42.2500 | 88.7250 | 68.4450 | Alibaba | 84.5 | 81.965 | ||
WGX | 03/09/2024 | 0.882 | 71.650 | 10% | 43.7500 | 91.8750 | 70.0000 | Alibaba | 87.5 | 84 |
Discount Certificates
| Code | SGX Counter Name | Expiry Date | Daily Theoretical | Underlying | Max. Distribution | Distribution | Autocall | Knock-In | Underlying | Initial Price | Strike Price |
VID | 17/05/2024 | 0.929 | 71.650 | 15% | 41.0750 | - | - | Alibaba | 82.15 | 78.0425 |
UT Page for Campaign
What is Unit Trusts?
A unit trust is an investment vehicle that comprises a pool of funds from many investors and managed by a fund manager. The fund manager will invest the pooled money into assets such as stocks, bonds, money market instruments, a combination of these investments, or even other funds. By purchasing unit trusts, it will give you exposure to all the investments in that fund. The collective holdings of the assets held in trust will form the total portfolio of a unit trust fund.
Funds Offered
Recommended Funds (Dec 2023)
Dividend Funds | Tactical Funds | RSP Funds | CPF Funds – Tactical | CPF Funds – Core |
| ||||
|
Why Invest in Unit Trusts?
Professional Management
Unit Trusts are managed by professional fund managers with expertise and experience in investments. Your investments will be monitored regularly by the fund managers who will make investment decisions based on research and analytical tools that you may not have access to.
Diversification
Unit Trusts typically invest into a number of stocks and/or bonds in its portfolio that are from different companies and often from different industries or regions. This means that the poor performance of any one security or business sector is not likely to have a major adverse impact on your investment as a whole.
Windows of investment opportunities
Investing in Unit Trusts not only allows one to gain access to overseas markets at ease, it also allows individuals to invest in products that might not be affordable. For instance, some bonds require a minimum investment of $100,000. Thus, Unit Trusts are good alternatives for investors to participate in these bond exposures at a relatively lower entry amount.
Lower Costs
When building a diversified portfolio, the costs associated with buying units in a mutual fund may be lower than buying different individual stocks and bonds. This is due to economies of scale where the costs of accessing extensive research as well as, administrative, operating and trading expenses are spread amongst a large number of Unit Trust investors.
Liquidity
Unit Trusts are mostly open-ended investments that investor can buy and sell on a daily basis (unless otherwise stated). Fund management companies are mandated (under normal circumstances) to meet all “sell” requests from the unit holders
How to Invest in Unit Trusts?
Regular Saving Plan (RSP)
Whether you are planning for retirement, saving for your children, or achieving any financial goals, you need a sound investment plan and the right product to see you through. Regular Savings Plan is an investment plan that can help you meet your financial goals. It takes advantage of the dollar cost averaging concept that does not require you to worry about market timing and volatility.
Lump-sum investment
Other than investing regularly via RSP, you can invest in lump sums starting from S$500 (minimum investment amount varies between the funds). With lump sum investing, you can invest the money all at once into the market as soon as possible.
Transfer In
There are many good reasons why you should transfer in your assets from elsewhere to POEMS. You can consolidate your holdings in a single view and save more on your investments. Transferring in your assets is completely FREE-of-charge. What’s more, be ready to get rewarded when you invest and accumulate your assets with your POEMS account.
Why wait? Transfer in your Unit Trust holdings and enjoy the following benefits:
– Be rewarded up to S$1,000
– 0% Platform Fees, 0% Sales Charge, 0% Switching Fee when you trade via POEMS
– Widest select of almost 2,000 funds
– 24/7 access to your investments via POEMS
Brokerage
Brokerage Account
Unfold your Trading Journey with POEMS Brokerage Account
What is a Brokerage Account?
A brokerage Account holds financial assets such as securities on behalf of an investor with a bank, broker or custodian. Investors and traders typically have a brokerage Account with the broker or bank they use to buy and sell securities.
What is a Brokerage Account?
A brokerage Account holds financial assets such as securities on behalf of an investor with a bank, broker or custodian. Investors and traders typically have a brokerage Account with the broker or bank they use to buy and sell securities.
Why POEMS?
Competitive Rates
US$1.88
Flat Fee*
0.06%
No Minimum*
0.05%
Min. HKD 15*
0.08%
Min. CNH 50
0.08%
Min. MYR 8.80
0.12%
Min. THB 300
0.12%
Min. IDR 150,000
0.12%
Min. JPY 1000
0.12%
Min. AUD 15
0.12%
Min. GBP 10
0.12%
Min. EUR 8
0.12%
Min. TRY 50
Settle trades with 10 different currencies
No platform and
custody fee
Complimentary live prices for global markets
Grow your idle cash at #SGD p.a.,
USD p.a.
Invest in Unit Trusts at
0% Sales Charge,
0% Switching Fee,
0% Platform Fee
Rates updated as of 12 Apr 2021
#Based on the average rate of annualised returns over the last rolling week.
Past performance is not necessarily indicative of future performance. View disclaimer
Open a POEMS Account Now!
Begin your trading journey with POEMS and enjoy a smarter way to manage your investments with a trusted platform.
Open Account
Open a POEMS Account Now!
Begin your trading journey with POEMS and enjoy a smarter way to manage your investments with a trusted platform.
Open AccountFrequently Asked Questions
1. What is the difference between a Cash Plus Account and a Margin Account?Cash Plus is a trading account that allows you to trade in global markets at low brokerage rates. It also has a stand-by margin facility
of S$50,000 if you choose to increase your purchasing power by leveraging on your cash and/or investment products in your Account.
Margin Account is a trading account that gives you the flexibility to manage your investments, trade in over 23 exchanges, leverage power when you need it, and offers competitive margin financing rates for stocks and bonds.
2. Can I use my brokerage Account for Options trading?Yes. You can use your POEMS brokerage Account to trade Options. You are just required to activate the Stocks Options Account on POEMS 2.0 Web or POEMS Mobile 3 App.
For POEMS 2.0 Web:
- Head to Acct Mgmt > Options > Online Forms > Options Activation (RDS)
- Upon clicking Options Activation (RDS) you will be prompt to acknowledge the risk disclosure for Options
For POEMS Mobile 3 App:
- Head to Me Tab > Options Activation
- Submit W8Ben and Risk Warning Statement (RWS)
- Acknowledge Option’s Risk Declaration Statement under ‘Option Activation’
Why Us
You need a platform that
suits your lifestyle!
Tailoring to your specific trading and investment needs, start trading with POEMS now!
You need a platform that suits your lifestyle
Why choose us?
Competitive Rates
US$1.88
Flat Fee*
0.06%
No Minimum*
0.05%
Min. HKD 15*
0.08%
Min. CNH 50
0.08%
Min. MYR 8.80
0.12%
Min. THB 300
0.12%
Min. IDR 150,000
0.12%
Min. JPY 1000
0.12%
Min. AUD 15
0.12%
Min. GBP 10
0.12%
Min. EUR 8
0.12%
Min. TRY 50
Settle trades with 10 different currencies
No platform and
custody fee
Complimentary live prices for global markets
Grow your idle cash at #SGD p.a.,
USD p.a.
Invest in Unit Trusts at
0% Sales Charge,
0% Switching Fee,
0% Platform Fee
Rates updated as of 12 Apr 2021
#Based on the average rate of annualised returns over the last rolling week.
Past performance is not necessarily indicative of future performance. View disclaimer
Features that we offer
Multi-Asset, Multi-Market
Unparalleled access to over 40,000 products across more than 26 global markets
Rich in Trading Tools & Features
Choose from over 30 trading tools
Global Watchlists
Enjoy monitoring of your preferred stocks from global exchanges
Synchronised Across All Platforms
View your entire portfolio and access advanced features across all platforms anytime
Advanced Order Types
Manage trading risks more efficiently with a variety of order types, including Stop-Limit Orders
Timely Market Research
Leverage our timely market insights to make your trading decisions
Features that we offer
Multi-Asset, Multi-Market
Unparalleled access to over 40,000 products across more than 26 global markets
Rich in Trading Tools & Features
Choose from over 30 trading tools
Global Watchlists
Enjoy monitoring of your preferred stocks from global exchanges
Synchronised Across All Platforms
View your entire portfolio and access advanced features across all platforms anytime
Advanced Order Types
Manage trading risks more efficiently with a variety of order types, including Stop-Limit Orders
Timely Market Research
Leverage our timely market insights to make your trading decisions
Experience POEMS Mobile 3 App
Discover a seamless way to manage your investments and trade with ease. We've made it even better with our all-in-one app, where all the trading needs coverage. From market insights to real-time trading, it's all at your fingertips. Take your trading experience to the next level by experiencing our app.
https://www.poems.com.sg/downloads/Poems-Mobile-3-Landing-Page-Video-Latest.mp4 Download POEMS Mobile 3 App
Open POEMS Account
Begin your trading journey with POEMS and enjoy a smarter way to manage your investments with the most trusted platform.
Open AccountOpen POEMS Account
Begin your trading journey with POEMS and enjoy a smarter way to manage your investments with the most trusted platform!
Open AccountWhat's more in store for you?
Get the Right Investment
- Stock Trading- Money Market Fund (SMART Park)
- ETFs
- Unit Trust
- Bonds
More...
Get Advice from Industry Experts
- Contact our Advisors- Register for our Seminars & Webinars
- Listen to our podcast
- Keep a lookout on our Stock Picks
- Join our Community
More...
Get Bite-Sized Information
- Daily Morning Note- Read our Market Journals
- Stock Research
- Market Call Weekly
- Watch our Video Tutorials
More...
Your Partner in Finance
Full Service Broker & Wealth Advisory
Trust Broker for over 50 years
5,000+
Employees
1M+
Clients worldwide
USD 2.5B+
Shareholder Funds
USD 65B+
Assets Under Management (AUM)
more about usRegulated & Secure
Fully licensed and regulated in 15 countries
Hear from our Customers
newampedsucks Read More I quite like it that I could easily check my portfolio holdings and their performance to the exact % via the app while on the go, which works better than having to login via the desktop browser. The search function is quite fast, and I realised the stocks on my watchlists in the app and the desktop website are automatically synced! If you are familiar with TradingView, you will be happy to note that the TradingView charts are integrated into the app as well. The only suggestion I have is to perhaps create a tab or shortcut on the default interface so that I can view the portfolio quickly, as the current users now have to click on Me tab and then the Portfolio tab in order to view the holdings. Michael Ng Read More After using Poems 2.0 for some time, I now find Poems 3.0 a very much user-friendly app. It's easy to navigate the UI. The stock etc charts graphics are a delight to view! I like the "portfolio" section whereby you can look up personal info or functions to transact. This app could be improved further to include the retrieval and submission of online forms for trading in US stocks. A highly recommended and reliable app for your investment needs! Seah D Read More Poems was my first broker and have remained my number 1 choice throughout my investment journey of more than 10 years. This is saying something considering the plethora of alternatives in the market these days. I started with the browser application and have definitely gone a long way culminating in this latest poems app. It is clear that poems have incorporated customer feedback and competitive features to make this latest offering the best in industry! Huiru Read More New improved POEMS 3 user interface looks fresher compared to previous version such as color scheme and font types, it allows me to better organizing the stocks as it offers many different categories. Not only that I can even invest with my CPF and SRS funds :) Smartlearner1818 Read More I was immediately captivated by the new POEMS mobile 3 interface. The new features look awesome! Comparatively, with other brokerage app I use, this new interface is far superior to version 2. Navigate through the app is a lot easier now. In version 2, it is kind of difficult to identity the different indicators. But with this new look, it look sleeker and more vibrant with the colours. Moreover, it is so amazing now that Trading view can be connected directly to POEMS. In the past, I have to open 2 apps. It is easier to look at the counters at a glance. Great user interface experience! Thank you POEMS! Shella Lau Read More Very easy to manoeuvre around the app. Simple and easy to use. Real time update of the funds performance. At one glance able to see the funds which is very convenient. There is a community tab for all the like-minded to share and get to know each other. Highly recommend app to all! Previous Next
Open POEMS Account
Begin your trading journey with POEMS and enjoy a smarter way to manage your investments with the most trusted platform.
Open AccountOpen POEMS Account
Begin your trading journey with POEMS and enjoy a smarter way to manage your investments with the most trusted platform!
Open AccountUS Stocks
Trade US Market with POEMS
Trade
US Market
with POEMS!
Why Invest in US Stocks
with us?
Trade from US$1.88 Flat Fee*
Trade Top US Stocks to buy at a low cost with no custody fees and no hidden fees with Cash Plus Accounts
*only applicable for regular US trading hours
Settle Trades with 10 Different Currencies
Currencies include SGD, USD, HKD, AUD, MYR, JPY, GBP, EUR, CNY, and CAD.
Dedicated Trading Representatives
Our experienced team is committed to ensure a seamless trading experience for you.
Hot Stocks in the Market
Amazon.com, Inc.
NASDAQ: AMZN
Alphabet Inc.
NASDAQ: GOOGL
The Walt Disney Company
NYSE: DIS
Meta Platforms, Inc.
NASDAQ: META
Microsoft Corporation
NASDAQ: MSFT
NVIDIA Corporation
NASDAQ: NVDA
Tesla, Inc.
NASDAQ: TSLA
What's more in store for you?
Gain access to a wide range of financial instruments
- Stock Trading- Money Market Fund (SMART Park)
- ETFs
- Unit Trust
- Bonds
More...
Get Advice from Industry Experts
- Contact our Advisors- Register for our Seminars & Webinars
- Listen to our podcast
- Keep a lookout on our Stock Picks
- Join our Community
More...
Get Bite-Sized Information
- Daily Morning Note- Market Journals
- Stock Research Reports
- Weekly Market Calls
- Video Tutorials
More...
Your Partner in Finance
Full Service Broker & Wealth Advisory
Trusted Broker for over 50 years
5,000+
Employees
1M+
Clients worldwide
USD 2.5B+
Shareholder Funds
USD 65B+
Assets Under Management (AUM)
more about usRegulated & Secure
Fully licensed and regulated in 15 countries
US Stock Coverage by Phillip Securities Research
[research_report ctry="us"]Hear from our Customers
newampedsucks Read More I quite like it that I could easily check my portfolio holdings and their performance to the exact % via the app while on the go, which works better than having to login via the desktop browser. The search function is quite fast, and I realised the stocks on my watchlists in the app and the desktop website are automatically synced! If you are familiar with TradingView, you will be happy to note that the TradingView charts are integrated into the app as well. The only suggestion I have is to perhaps create a tab or shortcut on the default interface so that I can view the portfolio quickly, as the current users now have to click on Me tab and then the Portfolio tab in order to view the holdings. Michael Ng Read More After using Poems 2.0 for some time, I now find Poems 3.0 a very much user-friendly app. It's easy to navigate the UI. The stock etc charts graphics are a delight to view! I like the "portfolio" section whereby you can look up personal info or functions to transact. This app could be improved further to include the retrieval and submission of online forms for trading in US stocks. A highly recommended and reliable app for your investment needs! Seah D Read More Poems was my first broker and have remained my number 1 choice throughout my investment journey of more than 10 years. This is saying something considering the plethora of alternatives in the market these days. I started with the browser application and have definitely gone a long way culminating in this latest poems app. It is clear that poems have incorporated customer feedback and competitive features to make this latest offering the best in industry! Huiru Read More New improved POEMS 3 user interface looks fresher compared to previous version such as color scheme and font types, it allows me to better organizing the stocks as it offers many different categories. Not only that I can even invest with my CPF and SRS funds :) Smartlearner1818 Read More I was immediately captivated by the new POEMS mobile 3 interface. The new features look awesome! Comparatively, with other brokerage app I use, this new interface is far superior to version 2. Navigate through the app is a lot easier now. In version 2, it is kind of difficult to identity the different indicators. But with this new look, it look sleeker and more vibrant with the colours. Moreover, it is so amazing now that Trading view can be connected directly to POEMS. In the past, I have to open 2 apps. It is easier to look at the counters at a glance. Great user interface experience! Thank you POEMS! Shella Lau Read More Very easy to manoeuvre around the app. Simple and easy to use. Real time update of the funds performance. At one glance able to see the funds which is very convenient. There is a community tab for all the like-minded to share and get to know each other. Highly recommend app to all! Previous Next
Open a POEMS Account Now!
Begin your trading journey with POEMS and enjoy a smarter way to manage your investments with a trusted platform.
Open AccountOpen a POEMS Account Now!
Begin your trading journey with POEMS and enjoy a smarter way to manage your investments with a trusted platform.
Open AccountFAQ
What are US Stocks?US stocks represent shares of companies listed on major US stock exchanges like NYSE and NASDAQ.
How can I buy US Stocks?You can buy US stocks by opening an account with us. Upon successful account approval, you will be able to purchase US stocks via our signature trading platform, POEMS.
Why should I use POEMS to buy US Stocks?Introduced by PhillipCapital in 1996, POEMS is Singapore’s first internet trading platform..
With access to over 26 exchanges around the world, our platform offers a seamless and reliable trading experience.
What are the major stock exchanges in US?The major US stock exchanges are:
- New York Stock Exchange (NYSE)
- National Association of Securities Dealers Automated Quotations (NASDAQ)
- American Stock Exchange (AMEX)
- Chicago Board Options Exchange (CBOE)
Yes, POEMS gives users access to NYSE, NASDAQ, AMEX & CBOE.
Is POEMS commission the same across all US exchanges?Yes, the same rate applies to equities traded on all US exchanges. For options, the rate is US$0.888 per contract, subject to a minimum of US$2.88 per order will apply.
What are the benefits and risks of investing in US Stocks from Singapore?The benefits include diversification and exposure to global companies. Conversely, some risks include currency fluctuations and market volatility.
What are the benefits or risks of investing in US Stocks via Singapore from other parts of the world?Investing in US stocks via Singapore offers several advantages, such as access to a wide range of large, well-established companies in a robust economy. This provides opportunities for portfolio diversification, as US companies span multiple sectors and industries. Exposure to growth in innovation-driven industries like technology is also a key advantage.
All investors holding foreign stocks are exposed to currency risk, meaning their investment value could decrease due to unfavourable exchange rate fluctuations. This risk arises because the stock’s value is tied to a foreign currency, and any depreciation in that currency against your home currency can reduce returns.
What are blue-chip stocks in US?Blue-chip stocks are shares of large, established companies known for reliable performance and financial stability. These companies are typically leaders in their respective industries.
Are there taxes involved when investing in US Stocksfrom Singapore?There is a 30% withholding tax on dividends from US stocks for non-US investors.
Are there taxes involved when investing in US Stocks via Singapore from other parts of the world?Taxi implications depend on your country’s tax treaties with the US and Singapore. It is best for you to consult a professional tax advisor for specifics.
What are US Indices?US indices such as the S&P 500, Dow Jones, and NASDAQ Composite track the performance of groups of US stocks:
S&P 500: Tracks the performance of 500 large US companies across various sectors, serving as a broad market benchmark. It is weighted by market capitalisation, with larger companies having more influence
Dow Jones Industrial Average (DJIA): Tracks 30 major US companies, mostly large, well-established firms. It is price-weighted, meaning higher stock prices have more impact on the index
NASDAQ Composite: Tracks over 3,000 companies listed on the NASDAQ, with a focus on technology and growth stocks, making it more volatile and tech-heavy than other indices
How can I access US Indices via POEMS?While you cannot buy indices directly, you can, however, invest in funds such as Exchange-Traded Funds (ETFs) or mutual funds, which mirror the performance of the US indices. Both of which are easily accessible through POEMS.
Investing in individual stocks vs ETFs which is better? Does POEMS allow both?Investing in individual stocks allows you to focus on specific companies you believe will perform well, offering targeted exposure to specific sectors or industries. This can potentially lead to higher returns if your stock picks perform well, but it also comes with increased risk due to lack of diversification. You are exposed to the fortunes of a single company, which can be more volatile.
On the other hand, Exchange-Traded Funds (ETFs) provide diversification by pooling a wide range of stocks into one fund. This reduces individual stock risk, as the performance is tied to a broader basket of companies within an index or sector. While ETFs may offer more stable returns over time, the potential for massive gains may be lower compared to selecting high-growth individual stocks.
POEMS allows you to trade both individual stocks and ETFs within the same platform, giving you the flexibility to choose based on your risk tolerance, investment goals, and strategy. Whether you prefer the potential for high returns with individual stocks or the stability and diversification of ETFs, POEMS provides you with the tools to implement your investment approach.
What are the details required from a foreign investor when investing in US stocks from Singapore?Non-US investors must provide identification, proof of address, and tax documentation (e.g., W-8BEN) when investing in US stocks from Singapore.
Additionally, overseas investors will also be required to undergo the required Customer Account Review (“CAR”) and/or Customer Knowledge Assessment (“CKA”) before trading Specified Investment Products (“SIPs”).
What are dividends in US?Dividends are a portion of company profits distributed to shareholders, typically paid quarterly.
How can I track US stocks on POEMS? Does POEMS have any community support or research materials for US Stocks?POEMS provide stock tracking tools, market updates, and research materials on US stocks. Community channels for insights and discussions are also integrated into the POEMS platform for easy access.
P3 App Review – Mr. Coconut
About the campaign
Give a rating and write a review for our POEMS Mobile 3 App on the App Store & Google Play Store and stand a chance to receive a Mr. Coconut Medium-sized Shake!
This offer is limited to the first 100 insightful reviews!
Valid from 6 November to 30 November 2023
Tip: Let us know the top 3 reasons why you like the POEMS Mobile 3 App & how we can improve it further!
How do I Participate?
1. Download the POEMS Mobile 3 App from the App Store or Google Play Store
2. Give a rating and share your feedback on the App Store or Google Play Store
1. Download the POEMS Mobile 3 App from the App Store or Google Play Store
2. Give a rating and share your feedback on the App Store or Google Play Store
How are the reviews assessed?
The reviews will be evaluated by a panel of judges who will select 100 winners based on their insights.
The winning contributors will be notified by 6 December 2023 via a direct reply on the App Store or Google Play Store. Do keep a lookout to see if you’ve won!
How do I claim my prize?
If you are selected as one of the lucky 100 winners, you can claim your prize by emailing hello@phillip.com.sg with the following details:
- Full Name
- Contact Number
- POEMS Account Number
- A screenshot of your winning review
Thereafter, you will receive a reply email with the instructions on how to redeem your Mr. Coconut voucher code!
See what our users say about our App
newampedsucks Read More I quite like it that I could easily check my portfolio holdings and their performance to the exact % via the app while on the go, which works better than having to login via the desktop browser. The search function is quite fast, and I realised the stocks on my watchlists in the app and the desktop website are automatically synced! If you are familiar with TradingView, you will be happy to note that the TradingView charts are integrated into the app as well. The only suggestion I have is to perhaps create a tab or shortcut on the default interface so that I can view the portfolio quickly, as the current users now have to click on Me tab and then the Portfolio tab in order to view the holdings. Michael Ng Read More After using Poems 2.0 for some time, I now find Poems 3.0 a very much user-friendly app. It's easy to navigate the UI. The stock etc charts graphics are a delight to view! I like the "portfolio" section whereby you can look up personal info or functions to transact. This app could be improved further to include the retrieval and submission of online forms for trading in US stocks. A highly recommended and reliable app for your investment needs! Seah D Read More Poems was my first broker and have remained my number 1 choice throughout my investment journey of more than 10 years. This is saying something considering the plethora of alternatives in the market these days. I started with the browser application and have definitely gone a long way culminating in this latest poems app. It is clear that poems have incorporated customer feedback and competitive features to make this latest offering the best in industry! Huiru Read More New improved POEMS 3 user interface looks fresher compared to previous version such as color scheme and font types, it allows me to better organizing the stocks as it offers many different categories. Not only that I can even invest with my CPF and SRS funds :) Smartlearner1818 Read More I was immediately captivated by the new POEMS mobile 3 interface. The new features look awesome! Comparatively, with other brokerage app I use, this new interface is far superior to version 2. Navigate through the app is a lot easier now. In version 2, it is kind of difficult to identity the different indicators. But with this new look, it look sleeker and more vibrant with the colours. Moreover, it is so amazing now that Trading view can be connected directly to POEMS. In the past, I have to open 2 apps. It is easier to look at the counters at a glance. Great user interface experience! Thank you POEMS! Shella Lau Read More Very easy to manoeuvre around the app. Simple and easy to use. Real time update of the funds performance. At one glance able to see the funds which is very convenient. There is a community tab for all the like-minded to share and get to know each other. Highly recommend app to all! Previous NextYour Insights Matter:
Let us know your experience!
Scan to download or update the App and contribute your review!
Your Insights Matter:
Let us know your experience!
Terms & Conditions
Terms and Conditions
- This campaign is open to POEMS Mobile 3 Users (both POEMS Account Holders and Registered Users) who write a review on:
- POEMS Mobile 3 App – Google Play Store
- POEMS Mobile 3 App – App Store
- From 6 November – 30 November 2023 (“The Campaign Period”).
- The following persons are not eligible for this promotion, unless approved by the management of Phillip Securities Pte Ltd (“PSPL”):
- PSPL institutional Customers and corporate Customers
- PSPL Account holders whose Accounts have been suspended, canceled or terminated.
- Reviews will be assessed by a panel of judges, and one hundred (100) Customers who have written the most comprehensive and insightful reviews will be selected from both the POEMS Mobile 3 – Google Play Store and POEMS Mobile 3 – App Store to win a free Mr. Coconut Medium-sized Shake.
- Winners will be notified via a direct reply to their review on POEMS Mobile 3 App – Google Play Store or POEMS Mobile 3 – App Store depending on where the review was written.
- Winners will be announced by 6 December 2023, and each Customer is only eligible to win once within the Campaign Period regardless of the number of Accounts and number of reviews written.
- To claim the prize, winners have to write an email to hello@phillip.com.sg within seven (7) working days after PSPL has replied to the winners’ review on the App informing them of their win with their
- Full Name as per registered with POEMS
- Contact Number as per registered with POEMS
- POEMS Account Number
- Screenshot of their review.
- Once the winners have reached out to hello@phillip.com.sg with the necessary details, they will receive an email on the E-Voucher code redemption.
- If the winner cannot be contacted within seven (7) working days or otherwise has his/her prize forfeited, PSPL reserves the right to draw one (1) or more reserve winner to replace the Winner who has been disqualified. PSPL has the absolute discretion to exclude any otherwise eligible Customers from participating in the Draw or Promotion.
- In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
- PSPL reserves the sole right to refuse to award the prizes without prior notice to any contestant for any reason, in particular where contestants have behaved inappropriately, whether through posting inappropriate remarks or images or otherwise.
- PSPL reserves the right at any time in its absolute discretion to (i) amend, add and / or delete any time of these Terms and Conditions without prior notification (including eligibility and qualifying terms and criteria), and all participants shall be bound by such amendments, additions and / or deletions when effected, or (ii) vary, withdraw, or cancel any items or the campaign without having to disclose a reason thereof and without any compensation or payment whatsoever. PSPL decision on all matters relating to the campaign shall be final and binding on all participants.
- By entering into the campaign, contestants agree and consent to allow PSPL to use their name, photograph, or likeness in all matters related to this campaign including any advertising or publicity without additional compensation or notification.
- By taking part in this campaign, the participant acknowledges that he/she has read and consented to these Terms and Conditions.
Sustainable Reserve Fund
**S$10 Cash Credits for every S$10,000 invested and hold in the Fund for 90 calendar days.
Promotion until 31 December 2023!
Learn more about The Fund HERE.
Invest Now0% Platform Fee, 0% Sales Charge, 0% Switching Fee
Why should you invest in the Sustainable Reserve Fund?
4.2 %
Net Weighted-average yield to maturity*
* Estimated return based on target portfolio's weighted-average yield to maturity. Actual return and future performance may differ as all investment involves risks.
Low volatility investment option with
short duration bond fund
Fund Manager with track record of managing one of Singapore’s largest money market fund
Allow smaller investors access to short duration bonds, with diversification
Comprehensive screening for risks
* Estimated return based on target portfolio's net weighted-average yield to maturity. Actual return and future performance may differ as all investment involves risks.How It Compares to Other Funds?
| Sustainable Reserve Fund | Fund A | Fund B | |
| Weighted Average Rating | A | BBB+ | BBB |
| Average Duration | 1.1 year | 1.2 year | 1.4 year |
| Gross Weighted Average Yield to Maturity | ~5.0% | 4.6% | 5.8% |
| % of Portfolio Comprising ESG-related Risk Isssuers* | <30% | 24% | 36% |
| % of Portfolio Where Issuers Have no Relevant ESG Rating Data* | <30% | 13% | ~19% |
*Based on PCM’s internal ESG risk categorization methodlogy.
Frequently Asked Questions
1. What is the minimum amount to invest in order to qualify for the Cash Credits? To qualify for the Cash Credits, you need to invest a minimum of S$10,000 in the Sustainable Reserve Fund. The reward structure is as follows: Invest S$10,000 in The Fund and receive a S$10 cash credit. Invest S$20,000 in The Fund and receive a S$20 cash credit. Invest S$50,000 in The Fund and receive a S$50 cash credit. Invest S$100,000 in The Fund and receive a S$100 cash credit. Invest S$1,000,000 in The Fund and receive a S$1,000 cash credit. 2. Is there a limit on how much cash credits I can redeem? The maximum cash credits you can redeem is S$1,000, when you invested S$1,000,000 gross traded value into The Fund. 3. Is there a lock in period? Yes. To qualify for the Cash Credits, you will need to hold your investment in the Sustainable Reserve Fund for a minimum of 90 calendar days. For additional info, please refer to here.Terms & Conditions
Terms and Conditions- This Promotion Period is valid from 2 November 2023 to 31 December 2023, both dates inclusive.
- Qualifying criteria to be eligible for the Cash Credits:
- Customers must execute an online subscription of the Sustainable Reserve Fund (“The Fund”) via POEMS Trading Platforms (POEMS 2.0, POEMS Mobile 2.0, and POEMS Mobile 3 App) for Sustainable Reserved Fund (“The Fund”).
- Eligible Account types are: Cash Plus, Cash Management (KC), Margin (M), Custodian (C), Prepaid (CC), and Share Financing (V) Accounts.
- Eligible types of subscription: Cash or SRS.
- For every S$10,000 subscription of The Fund that hold for 90 calendar days would be rewarded S$10 Cash Credits, and the maximum Cash Credits of each Customer is eligible to receive is S$1,000.
- The Cash Credits will be credited to the Eligible Account by 30 April 2024.
- The following persons are not eligible to participate in those promotions unless approved by the management of Phillip Securities Pte Ltd (“PSPL”): PSPL Account holders whose Accounts have been suspended, cancelled or terminated
- In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
- Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to amend, add and/or delete these Terms and Conditions without prior notification (including eligibility; replacement of the reward; promotional mechanics, promotion duration without prior notification, qualifying terms and criteria), and all participants shall be bound by such amendments, additions and / or deletions when effected, or vary, withdraw, or cancel any items or the promotion without having to disclose a reason thereof and without any compensation or payment whatsoever. PSPL’s decision on all matters relating to the promotion shall be final and binding on all participants.
- By taking part in this promotion, the participant acknowledges that he/she has read and consented to these Terms & Conditions.
4.2% p.a. + Cash Credits
Limited time only
Invest Now
Don't have an Account yet?
Open an AccountUS Options
Transfer your US Shares from TD Ameritrade
From 25 September to 29 December 2023
and enjoy the Cash Rebate!
Fill in TD Ameritrade’s transfer form and email to Funding@tdameritrade.com.sg
Fill in Phillip Securities’s Transfer form and email to ForeignSharesTrf@phillip.com.sg
Transfer Now!Don't have an Account yet?
Open an Account NowAlternatively, visit any of our Phillip Investor Centres or contact your trading representives.
Why choose POEMS for Options transfer?
No Platform Fee
Dedicated
Options Specialist
From US$2.88
For more about Options, you might refer to here.
Frequently Asked Questions
1. If I have only traded in US Options once during this promotional period and the commission for that trade is US$2.88 (S$3.90), can I get the S$188 cash credit also?No, if the commission comes up to only US$2.88 (S$3.90), you will only be eligible for a US$2.88 (S$3.90) Commission Rebate.
There is no limit to the number of Option trades you can transact until 29 December 2023. Do note that the Cash Rebate is up to a maximum of S$188.
3. Does the promotion apply to US stock trading as well?No, this promotion applies only to US Options trades.
4. I am not a TD Ameritrade Singapore client, am I eligible?No, this promotion is applicable only to TD Ameritrade clients who have made transfers from TD Ameritrade Singapore to Phillip Securities.
5. Is this promotion only for new Customers of Phillip Securities?No, existing Phillip Securities Customers are also eligible for the promotion as long as they transfer in their stocks from TD Ameritrade Singapore.
6. Options commission are charged in US$ while the Cash Rebate is in S$, what rate will you be using to convert the cash rebate from US$ to S$?The exchange rate used for converting the US$-denominated commission will be the market rate determined on 29 Dec when the promotion ends.
For further Option FAQs, please refer to here.
Terms & Conditions
Terms and Conditions- This promotion will award Eligible Customers with up to S$188 Cash Credit for the commission incurred from trading US Stock Options from 25 September to 29 December 2023.
- Eligible Criteria are as follows:
Eligible Customers
- must have an existing Account with Phillip Securities (PSPL), namely Cash Plus, Margin (M), Custodian (C), Prepaid (CC), Cash Management (KC) and Share Financing (V) Accounts
- must transfer stocks from TD Ameritrade Singapore (TDA) to PSPL from 25 September 2023 to 29 December 2023.
- Commission Rebate is capped at S$188 per Eligible Customer, regardless of the number of Eligible Accounts.
- Commission Rebate will be credited as Cash Credit to the Eligible Accounts by 31 Jan 2024.
- Customers will be required to pay the prevailing Exchange Fee, the associated GST and any other related fees.
- The following Customers are not eligible for this promotion, unless approved by the management of “PSPL”:
- PSPL institutional customers and corporate customers
- PSPL Account holders whose Accounts have been suspended, cancelled or terminated
- PSPL and its associated entities and subsidiaries (direct or indirect), e.g. Staff, Trading Representatives and Financial Adviser Representatives including their spouse and direct family members.
- In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision will be final.
- PSPL reserves the right at any time in its absolute discretion to (i) amend, add to, and/or delete at any time of these Terms & Conditions without prior notice (including eligibility and qualifying terms and criteria), and all participants shall be bound by such amendments, additions and/or deletions when effected, or to (ii) vary, withdraw, and/or cancel any items or the promotion itself without having to disclose a reason, and without any compensation or payment whatsoever. PSPL’s decisions on all matters relating to the promotion are final and binding on all participants.
- By taking part in this promotion, the participant acknowledges that he/she has read and consented to these Terms & Conditions.
Don't miss this opportunity!
Trade Now Open an Account
Don't miss this opportunity!
Trade Now Open an AccountETFs SRS
Trade Now
From 2 October to 30 November 2023
Every S$5,000 worth of eligible ETF using SRS Fund purchased is eligible for one S$50 CapitaLand Voucher
Fulfil minimum 1 month holding period
Be rewarded with up to S$200
Check Out the List of Participating ETFs
Eligible ETFs| Stock | Eligible ETF | YTD Return | Dividend Yield % | Expense Ratio % | Category | SIP/EIP | Trading Currency | AUM (Millions) |
| MMS | PHILLIP MM S$ | 2.31% | – | 0.25 | Money Market | EIP | SGD | 95.7 |
| MMT | PHILLIP MM US$D | 2.31% | – | 0.25 | Money Market | EIP | USD | 95.7 |
| ZHS | NIKKOAM-ICBCSG CNB S$ | -0.67% | 2.91 | 0.3 | Fixed Income | EIP | SGD | 52.44 |
| ZHD | NIKKOAM-ICBCSG CNB US$ | -0.89% | – | 0.3 | Fixed Income | EIP | USD | 52.44 |
| ZHY | NIKKOAM-ICBCSG CNB CNY | -0.89% | – | 0.3 | Fixed Income | EIP | CNY | 1530 |
| A35 | ABF SG BOND ETF | -0.09% | 2.43 | 0.24 | Fixed Income | EIP | SGD | 987 |
| MBH | NikkoAM SGD IGBond ETF | 5.31% | 3.2 | 0.26 | Fixed Income | EIP | SGD | 541.2 |
| O9P | IS ASIA HYG US$ | -0.03% | 8.38 | 0.5 | Fixed Income | EIP | USD | – |
| CYC | ICBC CSOP CGB ETF S$ | -0.30% | 3.06 | 0.26 | Fixed Income | EIP | SGD | 4110 |
| CYX | ICBC CSOP CGB ETF US$A | -0.51% | – | 0.26 | Fixed Income | EIP | USD | 4110 |
| CYB | ICBC CSOP CGB ETF US$D | -2.14% | 3.1 | 0.26 | Fixed Income | EIP | USD | 4110 |
| QL3 | IS ASIA HYG S$D | -0.03% | 8.33 | 0.5 | Fixed Income | EIP | SGD | 1720 |
| QL2 | IS ASIA BND S$D | 4.76% | 4.43 | 0.2 | Fixed Income | EIP | SGD | 66.7 |
| N6M | IS ASIA BND US$ | 4.76% | 4.46 | 0.2 | Fixed Income | EIP | USD | 66.7 |
| ICM | ISHARES AXJCLIMATE S$ | – | – | 0 | Equity | EIP | SGD | – |
| ICU | ISHARES AXJCLIMATE US$ | – | – | 0 | Equity | EIP | USD | – |
| G3B | Nikko AM STI ETF | 3.82% | 3.96 | 0.3 | Equity | EIP | SGD | 664.2 |
| CFA | NikkoAM-STC Asia REIT | -4.77% | 5.7 | 0.55 | Equity | EIP | SGD | 388 |
| COI | NikkoAM-STC A_REIT US$ | -4.77% | 5.74 | 0.55 | Equity | EIP | USD | 388 |
| SRT | CSOP iEdge SREIT ETF S$ | 0.79% | 4.23 | 0.68 | Equity | EIP | SGD | 72.1 |
| SRU | CSOP iEdge SREIT ETF US$ | 0.79% | 4.3 | 0.68 | Equity | EIP | USD | 72.1 |
| QK9 | IS INDIA CLIMATE S$D | 9.59% | – | 0.98 | Equity | EIP | SGD | 67.64 |
| I98 | IS INDIA CLIMATE US$ | 9.59% | – | 0.98 | Equity | EIP | USD | 67.64 |
| GRN | UOB AP GRN REIT S$ | -6.29% | 4.39 | 1.15 | Equity | EIP | SGD | 61.9 |
| GRE | UOB AP GRN REIT US$ | -6.29% | 4.47 | 1.15 | Equity | EIP | USD | 61.9 |
| OVQ | PHIL SING INC | 2.96% | 3.83 | 0.73 | Equity | EIP | SGD | 58 |
| EVS | NikkoAM-STC CN EV S$ | -14.49% | – | 0.7 | Equity | EIP | SGD | 28.6 |
| EVD | NikkoAM-STC CN EV US$ | -14.49% | – | 0.7 | Equity | EIP | USD | 28.6 |
| JK8 | UETF SSE50China | -5.36% | – | 1.12 | Equity | EIP | SGD | 19.5 |
| SQQ | CSOP SEA TECH ETF S$ | -21% | – | 0 | Equity | EIP | SGD | 19.3 |
| SQU | CSOP SEA TECH ETF US$ | -21% | – | 0 | Equity | EIP | USD | 19.3 |
| LCS | CSOP LOW CARBON S$ | 8.85% | – | 0.92 | Equity | EIP | SGD | 14.4 |
| LCU | CSOP LOW CARBON US$ | 8.85% | – | 0.92 | Equity | EIP | USD | 14.4 |
| CXS | UOBAM PINGAN CHINEXT S$ | -16.78% | – | 0 | Equity | EIP | SGD | 10.8 |
| CXU | UOBAM PINGAN CHINEXT US$ | -16.78% | – | 0 | Equity | EIP | USD | 10.8 |
| BYJ | PHIL AP DIV REIT S$D | -9.82% | 4.61 | 1.18 | Equity | EIP | SGD | 9.58 |
| BYI | PHIL AP DIV REIT US$ | -6.17% | 4.68 | 1.18 | Equity | EIP | USD | 9.58 |
| SCY | CSOP Star&Chinext50 S$ | -19.66% | – | 0 | Equity | EIP | SGD | 5.89 |
Source: SGX ETF Screener and POEMS ETF Screener (As of 19 Sep 2023)
Don't have an Account yet?
Open an Account NowAlternatively, visit any of our Phillip Investor Centres or contact your trading representives.
Why Trade ETF with POEMS?
Access to 3,000+ ETFs listed on SGX, HKEx, AMEX, and many more. Find out more from ETF screener
Competitive pricing with zero platform fee
Dollar cost averaging available through Share Builders Plan
Learn from the best in the industry by meeting up face-to-face with ETF issuers. Attend our seminar to find out more.
For more about ETFs, you might refer to here.
Why Invest with SRS?
Contributions made to SRS accounts only earn 0.05% when kept idle in banks. Investing is an effective way to put your money to work and potentially build wealth. Consider investing as a strategic approach to planning for your retirement.
By investing with your SRS Account, you can:
- enjoy tax savings for every dollar deposited into the account
- accumulate tax-free gains from investing SRS funds
- boost retirement savings
- enjoy the flexibility to withdraw funds anytime
- enjoy 50% tax concession on withdrawals
For more information about how SRS gives you tax savings, please refer to here.
Investing in ETFs with SRS
With the global battle against high inflation, it makes much more financial sense to invest in ETFs now instead of letting SRS funds sit idle. ETFs serve as an effective low-cost investment tool with diversified exposure. Learn more here.
Updating SRS / CPF Account Number
Login to POEMS 2.0 » “My Settings” » “My Account” » “Bank A/C Information”
Click Here for Detailed StepsFrequently Asked Questions
1. I have a combined gross traded value for buy trades of S$5,000 across more than one selected ETFs during the campaign period (2 October 2023 to 30 November 2023). Will I be entitled to the S$50 Cash Voucher?No, the minimum S$5,000 gross traded buy value across selected ETFs cannot be combined.
2. Will I still be eligible for the cash rebate if I meet the S$5,000 minimum gross traded value for buy trade eligibility criteria, but sell the ETFs before the 1 month holding period?No, if you meet the S$5,000 minimum for buy trades but sell your ETFs before the one-month holding period is up, you will not be eligible for the Cash Voucher.
3. When will I receive the Cash Voucher?Clients who are entitled to the Cash Voucher will be notified via Email, 1 month after the campaign has concluded.
4. What is the maximum amount of Cash Voucher each customer can receive?The maximum amount of Cash Voucher per customer is S$200 with purchases of S$20,000 worth of eligible ETFs using SRS funds.
5. How do I link my POEMS account with SRS?To link your POEMS trading Account with an SRS Account, you may set it up through with of the 3 local banks. Read more here https://www.poems.com.sg/srs/
Terms & Conditions
Terms and Conditions1. This promotion period is valid from 2 October 2023 to 30 November 2023, both dates inclusive.
Qualifying criteria to be eligible for the Capitaland Voucher Customers must execute online “Buy” trades via POEMS Trading Platforms (POEMS 2.0, POEMS Mobile 2.0, POEMS Mobile 3 App, and POEMS Pro) for the ETFs listed in the table above.
a. Eligible types of “Buy” trades: Only those using SRS Accounts are eligible.
b. Customers must fulfill the minimum gross traded value for “Buy” trades of S$5,000 within the promotion (2 October 2023 to 30 November 2023) and hold for a minimum of 1 month.
c. The minimum S$5,000 gross traded value for buy trades per Customer must be for 1 ETF.
2. Each Customer is only eligible to receive a maximum of S$200 Cash Voucher for S$20,000 and above investment into 1 or more of the eligible ETF(s).
3. Notification of the Prizes:
a. The eligible Customers will be notified via email one month after the campaign has concluded.
b. The e-vouchers will be sent via email to the eligible winners of the campaign.
4. In the event of a dispute over the Customer’s eligibility to participate in this promotion, PSPL’s decision is final.
5. Notwithstanding anything herein contained, PSPL reserves the right at any time in its absolute discretion to amend, add and/or delete these Terms and Conditions without prior notification (including eligibility; replacement of the reward; promotional mechanics, promotion duration without prior notification, qualifying terms and criteria), and all participants shall be bound by such amendments, additions and / or deletions when effected, or vary, withdraw, or cancel any items or the promotion without having to disclose a reason thereof and without any compensation or payment whatsoever. PSPL’s decision on all matters relating to the promotion shall be final and binding on all participants.
6. The following persons are not eligible to participate in those promotions unless approved by the management of Phillip Securities Pte Ltd (“PSPL”):
a. Cash Trading Account holders
b. PSPL institutional Customers and corporate Customers
c. PSPL Account holders whose Accounts have been suspended, cancelled or terminate
d. All employees of PSPL and its associated entities; PSPL and all its subsidiaries
e. Joint Account holders
7. By taking part in this campaign, the participant acknowledges that he / she has read and consented to these Terms & Conditions.
8. This advertisement has not been reviewed by the Monetary Authority of Singapore.
Don't miss this opportunity!
Trade Now Open an Account
Don't miss this opportunity!
Trade Now Open an Account
