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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

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)

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Alternatively, 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 Steps

Frequently Asked Questions

No, the minimum S$5,000 gross traded buy value across selected ETFs cannot be combined.

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.

Clients who are entitled to the Cash Voucher will be notified via Email, 1 month after the campaign has concluded.

The maximum amount of Cash Voucher per customer is S$200 with purchases of S$20,000 worth of eligible ETFs using SRS funds.

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

1. 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. 

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IMPORTANT INFORMATION

This material is provided by Phillip Capital Management (S) Ltd (“PCM”) for general information only and does not constitute a recommendation, an offer to sell, or a solicitation of any offer to invest in any of the exchange-traded fund (“ETF”) or the unit trust (“Products”) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. You should read the Prospectus and the accompanying Product Highlights Sheet (“PHS”) for key features, key risks and other important information of the Products and obtain advice from a financial adviser (“FA“) pursuant to a separate engagement before making a commitment to invest in the Products. In the event that you choose not to obtain advice from a FA, you should assess whether the Products are suitable for you before proceeding to invest. A copy of the Prospectus and PHS are available from PCM, any of its Participating Dealers (“PDs“) for the ETF, or any of its authorised distributors for the unit trust managed by PCM.  

An ETF is not like a typical unit trust as the units of the ETF (the “Units“) are to be listed and traded like any share on the Singapore Exchange Securities Trading Limited (“SGX-ST”). Listing on the SGX-ST does not guarantee a liquid market for the Units which may be traded at prices above or below its NAV or may be suspended or delisted. Investors may buy or sell the Units on SGX-ST when it is listed. Investors cannot create or redeem Units directly with PCM and have no rights to request PCM to redeem or purchase their Units. Creation and redemption of Units are through PDs if investors are clients of the PDs, who have no obligation to agree to create or redeem Units on behalf of any investor and may impose terms and conditions in connection with such creation or redemption orders. Please refer to the Prospectus of the ETF for more details.  

Investments are subject to investment risks including the possible loss of the principal amount invested. The purchase of a unit in a fund is not the same as placing your money on deposit with a bank or deposit-taking company. There is no guarantee as to the amount of capital invested or return received. The value of the units and the income accruing to the units may fall or rise. Past performance is not necessarily indicative of the future or likely performance of the Products. There can be no assurance that investment objectives will be achieved.  

Where applicable, fund(s) may invest in financial derivatives and/or participate in securities lending and repurchase transactions for the purpose of hedging and/or efficient portfolio management, subject to the relevant regulatory requirements. PCM reserves the discretion to determine if currency exposure should be hedged actively, passively or not at all, in the best interest of the Products.  

The regular dividend distributions, out of either income and/or capital, are not guaranteed and subject to PCM’s discretion. Past payout yields and payments do not represent future payout yields and payments. Such dividend distributions will reduce the available capital for reinvestment and may result in an immediate decrease in the net asset value (“NAV”) of the Products. Please refer to <www.phillipfunds.com> for more information in relation to the dividend distributions.  

The information provided herein may be obtained or compiled from public and/or third party sources that PCM has no reason to believe are unreliable. Any opinion or view herein is an expression of belief of the individual author or the indicated source (as applicable) only. PCM makes no representation or warranty that such information is accurate, complete, verified or should be relied upon as such. The information does not constitute, and should not be used as a substitute for tax, legal or investment advice.  

The information herein are not for any person in any jurisdiction or country where such distribution or availability for use would contravene any applicable law or regulation or would subject PCM to any registration or licensing requirement in such jurisdiction or country. The Products is not offered to U.S. Persons. PhillipCapital Group of Companies, including PCM, their affiliates and/or their officers, directors and/or employees may own or have positions in the Products. Any member of the PhillipCapital Group of Companies may have acted upon or used the information, analyses and opinions herein before they have been published. 

This advertisement has not been reviewed by the Monetary Authority of Singapore.  

 

Phillip Capital Management (S) Ltd (Co. Reg. No. 199905233W)  
250 North Bridge Road #06-00, Raffles City Tower ,Singapore 179101 
Tel: (65) 6230 8133 Fax: (65) 65383066 www.phillipfunds.com