Unit Trust

Why Phillip Unit Trust?

  • No platform/ongoing fees
  • 0% Sales Charge via POEMS
  • Wider selections of more than 1800 funds
  • One-stop online trading platform – POEMS

Trading Unit Trust

Unit Trust allows investors with common investment goal (as per the fund’s investment objective) to empower a fund management team to invest the pooled money into assets such as stocks, bonds, money market instruments, a combination of these investments or even other funds. The collective holdings of individual stocks/bonds held in trust will form the total portfolio of a Unit Trust fund.
Benefits
  • Professional management
  • Diversification
  • Windows of investment opportunities
  • Lower costs
  • Liquidity

Tools

Trade Unit Trust on POEMS 2.0

P2 User Guide for Unit Trust
POEMS Mobile 2.0 Multi-Asset Trading App – Simplify Your Trades

Promotions

Unit Trust Transfer-In

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