Frequently asked questions
How do I know if I am suitable for this?
Which market would the portfolio be invested in?
Are there any Sales Charge or Upfront Fee?
All clients are required to be assessed during the application. You may find the application guide below
Are there any Sales Charge or Upfront Fee?
Which market would the portfolio be invested in?
Are there any Sales Charge or Upfront Fee?
No, Pete does not believe in charging those.
Which market would the portfolio be invested in?
Which market would the portfolio be invested in?
Which market would the portfolio be invested in?
This portfolio has a global mandate. However, the portfolio will focus on the US, HK and CN markets.
What are the projected returns?
Can non-Singaporean apply for the investment service?
Which market would the portfolio be invested in?
While we are unable to provide definitive projected returns, our long term projection is to provide 15-20% absolute returns annually.
Can non-Singaporean apply for the investment service?
Can non-Singaporean apply for the investment service?
Can non-Singaporean apply for the investment service?
Yes, non-Singaporean may apply too.
Can I invest with my CPF?
Can non-Singaporean apply for the investment service?
Can non-Singaporean apply for the investment service?
Unfortunately, we are unable to accept investment from CPF at the moment.
Can I invest with my SRS?
Can I combine SRS funds and Cash in one account?
Can I combine SRS funds and Cash in one account?
Yes, you can fund the portfolio with SRS. However, the portfolio funded with SRS will be separated from the portfolio funded with Cash.
SRS and Cash cannot commingled.
Can I combine SRS funds and Cash in one account?
Can I combine SRS funds and Cash in one account?
Can I combine SRS funds and Cash in one account?
No, the Cash and SRS fundings have to be in separate accounts but you are allowed to open one SRS account and one Cash account. However, the funding minimum will apply to each account
What is the ideal amount to invest?
Can I combine SRS funds and Cash in one account?
Can I invest through my Phillip Account in other countries
The minimum investment is S$50,000. For investments more than $100,000, investors enjoy a lower management fee and other benefits.
Can I invest through my Phillip Account in other countries
What if I already have a Phillip Trading Account, do I still have to open an account?
Can I invest through my Phillip Account in other countries
No, you will need to open a new account with PhillipCapital.
What if I already have a Phillip Trading Account, do I still have to open an account?
What if I already have a Phillip Trading Account, do I still have to open an account?
What if I already have a Phillip Trading Account, do I still have to open an account?
Yes, this will be a separate investment account from your other Phillip Trading account
What are the Fees?
What if I already have a Phillip Trading Account, do I still have to open an account?
What if I already have a Phillip Trading Account, do I still have to open an account?
Management fee varies from 0.75% to 1.5% per annum.
Performance fee is 15% profit sharing based on high-water mark
What is High-water mark?
Do I have control over the buying and selling of investment in the portfolio?
Do I have control over the buying and selling of investment in the portfolio?
A high-water mark is the highest level in value an investment account or fund has reached.
The purpose is to protect investors from paying a fee for poor performance, and from paying a fee repeatedly every time the fund earns a profit.
With a high-water mark, the investor pays a fee that only covers the amount the fund earned between the point of entry and its highest level.
Do I have control over the buying and selling of investment in the portfolio?
Do I have control over the buying and selling of investment in the portfolio?
Do I have control over the buying and selling of investment in the portfolio?
The Portfolio Manager is authorized to invest on behalf of the account holder. If account holder wishes to invest on their own, they will have to open another account.
Do I get updates on my portfolio?
Do I have control over the buying and selling of investment in the portfolio?
Do I get updates on my portfolio?
Yes, a monthly statement will be sent to you by PhillipCapital
Is Pete acting as a Remisier?
Do I enjoy lower management fee if I increased out investment sum subsequently
Do I get updates on my portfolio?
No, remisier is an agent of a stockbroking company who provides professional advice in stocks and share trading and carry out trade executions on clients’ decision. Pete is a portfolio manager who will manage the portfolio and execute the investment on behalf of the account holder.
Do I enjoy lower management fee if I increased out investment sum subsequently
Do I enjoy lower management fee if I increased out investment sum subsequently
Do I enjoy lower management fee if I increased out investment sum subsequently
Yes, the management fee eligibility is dependent on the Net Asset Value of the portfolio and it is accrued monthly.
How would the Performance Fee be charged?
Do I enjoy lower management fee if I increased out investment sum subsequently
Do I enjoy lower management fee if I increased out investment sum subsequently
The Performance Fee is will be calculated and payable every calendar year in arrears at the end of each calendar year or, in the event of closure of the Account, on the day of closure of the Account.
Can I open a Joint Account instead of Individual?
Can I open a Joint Account instead of Individual?
Can I open a Joint Account instead of Individual?
Yes, you can open a Joint account with another person. Do take note that you will have to fill in the manual form instead of using Singpass.
How many names can be added to the Joint Account?
Can I open a Joint Account instead of Individual?
Can I open a Joint Account instead of Individual?
Joint Account is able to have up to 2 names.
How would dividend from the shares be received?
Can I open a Joint Account instead of Individual?
How would dividend from the shares be received?
It will be deposited into your portfolio.
Does the portfolio do shorting of shares?
What if my employer requires me to declare all my investments, does this restriction applies?
How would dividend from the shares be received?
No, we do not. This is a long only portfolio. Hedging the portfolio is often expensive in nature. We believe investing in strong companies is the best hedge.
Who will be managing the portfolio?
What if my employer requires me to declare all my investments, does this restriction applies?
What if my employer requires me to declare all my investments, does this restriction applies?
Pete is fully responsible for the portfolio day to day management.
What if my employer requires me to declare all my investments, does this restriction applies?
What if my employer requires me to declare all my investments, does this restriction applies?
What if my employer requires me to declare all my investments, does this restriction applies?
For issues specific to your employment, it will be best to consult your HR department. You may share with them the official term for this investment portfolio - a Managed Account.
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