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Global Growth Leaders
The Global Growth Leaders Portfolio is an innovative discretionary Managed Account Service (“Account”) that combines traditional stock picking strategies with the innovative Rule of 40 strategy.
The Rule of 40 strategy is formulated from a meticulous evaluation of a company’s 3-year compounded annual revenue growth rate and EBITDA margin, aiming for a total of 40% or more.
The Global Growth Leaders Portfolio seeks to achieve a positive total return net of all fees and charges, with a focus on capital appreciation. It does so by investing globally across asset classes and geographical areas through authorised investments.
These authorised investments include shares (including preference and ordinary shares), listed warrants, fixed income, unit trusts, closed-end funds, other collective investment schemes, investment trusts, business trusts, Exchange-Traded Funds, Exchange-Traded Notes and other related financial instruments listed on major stock exchanges. Additionally, the Global Growth Leaders Portfolio also invests in cash equivalents and may invest into Money Market Funds manage by related companies.
Inception Date | September 2022 |
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Geographical Focus | Global |
Fund Source | Cash, SRS, existing non-CPF securities or non-CPF unit trusts |
Risk Profile | Aggressive. looking for Growth. |
Performance and holdings | Click here |
Singapore Equity Yield
This discretionary Managed Account Service invests primarily in dividend yielding securities listed in Singapore.
It seeks to achieve investment returns from investing in securities which distribute dividends and from potential capital appreciation over the medium to long-term investment horizon. These dividend yielding securities will include ordinary and preference shares, real estate investment trusts (REITS), investment trusts, business trusts and closed-end funds listed on the Singapore Stock Exchange. It will also invest in the Money Market Funds managed by related companies.
The portfolio focuses on companies with sustainable dividend payouts that are reasonably priced. The target total cash distribution for each calendar year is 4% per annum, from the client’s account. Investors should note that payouts from dividends and/or capital are at the discretion of the Fund Manager and are not guaranteed.
The cash distributions, either out of income and/or capital, will reduce the available capital for reinvestment and may result in an immediate decrease in the net asset value of the invested portfolios in the Managed Account. Past Pay-out yields (rates) and payments do not represent future Pay-out yields (rates) and payments.
Inception Date | April 2012 |
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Geographical Focus | Singapore |
Fund Source | Cash, SRS, existing non-CPF securities or non-CPF unit trusts |
Regular Pay-out | January & August |
Risk Profile | Moderately Aggressive. Looking For Growth and Income |
Performance and holdings | Click here |
Singapore Growth
This discretionary service invests primarily in shares (including preference and ordinary shares), real estate investment trusts (REITs), investment trusts, business trusts, closed-end funds, Exchange-Traded Funds, Exchange-Traded Notes and warrants listed on the Singapore Stock Exchange as well as shares of companies with substantial businesses in Singapore. It also invests in the Money Market Funds managed by related companies.
Its investment objective is to achieve positive total returns net of all fees and charges, focusing on capital appreciation over the medium to long-term. The Portfolio Manager adopts both top-down (including asset allocation between equities and cash equivalents) and bottom-up (stock selection) approaches.
Inception Date | March 2002 |
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Geographical Focus | Singapore |
Fund Source | Cash, SRS, existing non-CPF securities or non-CPF unit trusts |
Risk Profile | Aggressive. Looking For Growth |
Performance and holdings | Click here |
Blue Chip Equity Yield
This is a discretionary Managed Account Service (“Account”) which invests primarily in securities of dividend yielding companies listed within the Asia Pacific Region. It seeks to achieve positive total returns net of all fees and charges through capital appreciation and dividend income. The portfolio will focus on the “buy and hold” strategy of securities of listed companies with sustainable dividends pay-out that are reasonably priced. It also invests into the Money Market Funds managed by related company(s).
Inception Date | January 2014 |
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Geographical Focus | Primarily in Asia Pacific |
Fund Source | Cash, SRS, existing non-CPF securities or non-CPF unit trusts |
Risk Profile | Moderately Aggressive. Looking For Growth and Income. |
Performance and holdings | Click here |
Asian Opportunities
This is a discretionary Managed Account Service (“Account”) investing primarily in a portfolio of securities listed on stock exchanges in the Asia and Asia Pacific regions. The portfolio will invest in shares/stocks (preference and ordinary), real estate investment trusts (“REITS”), closed-end funds and the Money Market Funds managed by related company(s). Its investment objective is to achieve investment returns from investing in both under-valued and growth stocks listed in Asia and Asia Pacific stock exchanges. Its investment is a top-down, bottom-up approach, investing in established and fundamentally strong companies over a medium to long-term investment horizon. It may invest into Money Market Funds manage by related companies.
Inception Date | November 2004 |
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Geographical Focus | Asia Pacific |
Fund Source | Cash, SRS, existing non-CPF securities or non-CPF unit trusts |
Risk Profile | Moderately Aggressive Looking for Growth and Income |
Performance and holdings | Click here |
SMART Portfolio
This is a professionally Managed Portfolio Service, utilising our Cyborg Methodology. With fees starting from as low as 0.5% per annum, we make it easy for you to grow your wealth without emotional stress.
Our proprietary SMART Algorithm was created in-house by a Principal Data Scientist to digest more than 1000 data points daily, at a breadth and depth that cannot be simply interpreted at a human level, picking up robust and actionable signals. Strict position limits for risk management are put in place to ensure optimisation for investment performance. It may invest into Money Market Funds manage by related companies.
These data are provided to our Chief Investment Officer and Investment Team who will then utilise their wealth of industry experience and expertise to make the final decisions for the portfolios.
SMART Portfolio – General Investing | |
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Inception Date | 2017 |
Geographical Focus | Global |
Fund Source | Cash, SRS, existing non-CPF securities or non-CPF unit trusts |
Risk Profile | Moderately Aggressive. Looking For Growth and Income. |
Performance and holdings | Click here |
SMART Portfolio – US Equity | |
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Inception Date | 2022 |
Geographical Focus | United States |
Fund Source | Cash, SRS, existing non-CPF securities or non-CPF unit trusts |
Risk Profile | Aggressive Looking For Growth |
Performance and holdings | Click here |
Phillip Havenport Managed Account (Funds)
The Phillip Havenport Managed Account (Funds), or “MAF”, is a manager-driven portfolio management service, managed by Phillip Securities Pte Ltd and sub-managed by Havenport Investments Pte Ltd.
Havenport Conservative | |
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Inception Date | 30 September 2016 |
Investment Objective | The investment objective of this portfolio is income generation as well as capital preservation. The manager will seek to minimize drawdowns by diversifying across a portfolio of low volatility fixed income and equity funds. Investors of this portfolio should view their investment with a medium to long term investment horizon. |
Fund Source | Cash |
Risk Profile | Moderately Aggressive. Looking For Growth and Income. |
Performance and holdings | Click here |
Havenport Moderate / Havenport Moderate SRS | |
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Inception Date | Havenport Moderate – 30 September 2016 Havenport Moderate SRS – 4 April 2020 |
Investment Objective | The investment objective of this portfolio is a balance of income generation and capital appreciation. The manager will seek risk-adjusted returns by investing in a portfolio of fixed income and equity funds. Investors of this portfolio should view their investment with a medium to long term investment horizon. |
Fund Source | Cash, SRS |
Risk Profile | Moderately Aggressive. Looking For Growth and Income. |
Performance and holdings | Havenport Moderate – Click here Havenport Moderate SRS – Click here |
Havenport Aggressive / Havenport Aggressive SRS | |
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Inception Date | Havenport Aggressive – 30 September 2016 Havenport Aggressive SRS – 4 April 2020 |
Investment Objective | The investment objective of this portfolio is risk-adjusted capital appreciation. The manager will seek to balance the risk-return tradeoff by investing in a portfolio of equity and fixed income funds. Investors of this portfolio should view their investment with a medium to long term investment horizon. |
Fund Source | Cash, SRS |
Risk Profile | Aggressive. Looking For Growth. |
Performance and holdings | Havenport Aggressive – Click here Havenport Aggressive SRS – Click here |
Havenport Income | |
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Inception Date | 1 April 2017 |
Investment Objective | The investment objective of this portfolio is to seek sustainable income distribution plus moderate long-term capital appreciation. This portfolio invests in a combination of bonds and income generating equity funds that offer potential for capital appreciation. Investors should note the larger allocation to investments in Asia for the purposes of currency risk mitigation. Investors of this portfolio should view their investment with a medium to long term investment horizon. |
Fund Source | Cash |
Risk Profile | Moderately Aggressive. Looking For Growth and Income. |
Performance and holdings | Click here |
Havenport Thematic | |
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Inception Date | 20 April 2021 |
Investment Objective | The investment objective of this portfolio is to achieve capital appreciation. The manager will seek to generate positive returns by investing in a portfolio of funds which will be thematic in nature. Investors in this portfolio should have a high-risk tolerance and a medium to longer term investment outlook. |
Fund Source | Cash |
Risk Profile | Aggressive. Looking For Growth. |
Performance and holdings | Click here |
Enquiry
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