Enhance your investments with Thematic Portfolios

May 26, 2020 | Posted by Gina Ng

 

What is a Thematic Portfolio?

A thematic portfolio is an investment approach that uncovers long-term trends which drive the future of the global economy. A typical thematic portfolio consists of a list of companies with a similar theme or idea that follows certain social, economic, environmental trends prevalent in today’s society.


POEMS Thematic Portfolios not only help investors identify megatrends and benefits from the materialization of those trends, but also diversify their portfolios. This forward-looking approach allows investors to invest in the future today amid anticipated changes to our global economy and society. To long-term investors in particular, this strategy is important in ensuring their portfolios are well-positioned for growth opportunities.


How does it work?

 

To place a trade:

Step 1 – Go to Insights and under Tools, click on Thematic Portfolios.

 

Step 2 – Choose from the various themes available.

 

Step 3 – To place a trade, click on the Trade Now button*.

 

Step 4 – Upon clicking on the button, you will be redirected to the POEMS login page or POEMS Mobile 2.0 app (depending on the device used).

 

Step 5 – Upon login, a trade ticket will be populated with the counter you chose. Select the order type and action, as well as key in your desired price, quantity and password to proceed with the trade.

 

 

To create a price alert:

Step 1 – To create a price alert, click on the Set Price Alert icon*.

 

Step 2 – Upon clicking on the icon, you will be redirected to the POEMS login page or POEMS Mobile 2.0 app (depending on the device used).

 

Step 3 – Upon login, a Set Alert pop-up will be populated with the counter you chose. Key in your desired price in the relevant box and select the trigger type. You may also choose to receive notifications when there are changes in % or volume.

 

Step 4 – Once saved, a pop-up will appear to notify you that your alerts are successfully saved.

 

 

To leverage our intuitive Stock Analytics tool:

Step 1 – To find out more about the company, click on the Stock Analytics icon*.

 

Step 2 – Upon clicking on the icon, you will be redirected to the POEMS login page or POEMS Mobile 2.0 app (depending on the device used).

 

Step 3 – Upon login, a Stock Analytics page will be populated with the counter you chose. In this page, you can find news updates, evaluate key figures and ratios and refer to analyst ratings in a single page right from your trading account.

 

 

*Only existing POEMS users are able to access these shortcut features. For non-existing POEMS client, you may choose to download the app or open an account to utilise the features.

 

To view our Thematic Portfolios, click here.

Contact us to Open an Account

Need Assistance? Share your Details and we’ll get back to you

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