You are visiting our site as a / for:

1) New Investor

2) Looking for fund information and tools to get started

3) Finding fund promotions

a) Fund Specific Information (Detailed fund information):

Please select the relevant information that you would like to view under “I want to view” selection, which includes the following fund information:
General Fund Information
Investment Amount
Dividends / Split Information
Fund’s Award
Prospectus
RSP Information
Fund Dealing Information
Past Performance

b) For latest market and fund updates and news, click on Research / Analysis.

Market commentaries
By fund houses:
Market Outlook - Fund house's views on the recent market conditions 
Fund Commentary - Fund house's updates on their fund(s)
By Phillip Securities Pte Ltd:
Recommended Sectors - Our analysts’ views on the macro perspective of the capital markets. From which, they will select the attractive asset class for investments.
Recommended Portfolio - Our analysts' recommended portfolios for clients with different risk tolerance levels.

UTalk:
A monthly newsletter that will keep you updated with the latest news in the unit trust investment world!

Fund comparison:
If you wish to compare funds between assets classes, geography, sector/strategy, fund manager, fund type or fund source, use our fund comparison tool available.

Price Alerts:
Keep track of your unit trust prices by receiving emails when the preset price is met.

c) Product Information

 Unit Trust
Regular Savings Plan
Hedge Funds
How do I monitor the performance of my Unit Trust?

eUT provide daily price updates. To view daily price, click on "Fund Price" 

Alternatively, you may also wish to refer to The Straits Times (every Monday), Business Times, Lianhe Zaobao or Today. In addition, for cash trades Phillip Securities would send you quarterly statements of your personal portfolio and annual reports (for funds that are in your investment portfolio) for your reference.

Fund fact sheets including commentaries on the markets and fund, as well as its performance is also available on eUT/POEMS. Alternatively, you can get the printed copy of the factsheets from our office at 250 North Bridge Road #06-00 Raffles City Tower Singapore 179101. 

How to transfer in your unit trust?

Transfer unit trusts that you have purchased from other distributors such as banks or other financial institutions to PhillipCapital and do away with the hassle of multiple statements and having to search high and low just to check on your portfolio holdings. This transfer-in is completely free-of-charge.

After the transfer-in, you would be able to sell or switch to other funds through POEMS. Click on "Fund Transfer" tab for instructions.

Select the Fund Name, Place of purchase, and Trade type (Cash/CPF), click on "Download" and print out the required forms accordingly. The transfer instruction is available on this page to guide you how to fill up the forms.

Please mail original transfer forms to:

Phillip Securities Pte Ltd,
250 North Bridge Road,
#06-00, Raffles City Tower,
Singapore 179101.
Attn: Unit Trust Marketing

The transfer process will take between 6-8 weeks for funds to be transfer to Phillip Securities Pte Ltd. *All Fund transfer are FREE, except for AIG funds, each AIG fund transfer into Phillip Securities would incur a charge of $10.70 (inclusive of GST). Cheque to be payable to "RBC Dexia Trust Services Singapore Limited".

Special Deals:
You will be able to find our eUnitTrust exclusive promotions meant just for our loyal clients. This will include special ad-hoc sales charge on selected funds.

Gifts/Vouchers:
To make your investment experience rewarding, receive gifts / vouchers when you invest into selected unit trust funds with us!

Promotional Sales Charge:
You will be able to find our own in-house exclusive promotions meant just for loyal online clients.