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GAIN ACCESS TO MORE THAN 200 UNIT TRUST FUNDS IN A SINGLE ACCOUNT Click here to open an account 2% sales charge - Get the Best Deal of e Unit Trust Online Market & Sector Review


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About Us

 
COMPANY
MANAGEMENT TEAM
BOARD OF DIRECTORS
INVESTMENT COMMITTEE
INVESTMENT MANAGER
 
THE COMPANY       Back To Top
eUnittrust.com.my is the online unit trust distribution channel of Phillip Mutual Berhad. Phillip Mutual Berhad (PMB) was incorporated in Malaysia on 31 January 2002 under the Companies Act 1965 with paid up capital of RM20,290,932. PMB is licensed to Capital Markets and Services Act 2007. The shareholders of PMB are Phillip Capital Holdings Sdn Bhd (PCH) (70%) and Ehsan Astaka Sdn Bhd (30%). PCH is in the financial services industry and has 8 subsidiaries, which are involved in various businesses such as fund management, information technology, money lending and properties. As at 30 April 2016 PMB has 2 Unit Trust Funds under its management.
 
PMB's sole activity is the management of unit trust funds. Our vision is to become a centre of investment excellence in Malaysia through the following approaches:
 
  • Product Leadership - PMB shall offer innovative investment products for customers;
  • Operational Excellence - PMB shall aim to produce consistent and superior investment returns while offering efficient and effective operations; and
  • Customer Intimacy - PMB shall strive to provide value added customer services at all times.
 
Our staff have extensive experience in the unit trust industry within their respective areas of specialisation. They will be responsible for the day-to -day management of the funds, reporting to the Board of Directors, Investment Committee, Trustee and the Securities Commission. PMB is essentially part of the PhillipCapital Group of companies, a financial conglomerate with interests in stockbroking, futures broking, fund management and information technology. The group was established in 1975 and has presence in 16 countries including Malaysia, Singapore, Thailand, Indonesia, Hong Kong, Australia, United Kingdom, Japan, China, France, Turkey, Sri Lanka and United States employing more than 3500 people worldwide.
 
THE MANAGEMENT TEAM        Back To Top
 
 
Phillip Mutual Berhad (PMB) was incorporated in Malaysia on 31 January 2002 under the Companies Act1965 with a paid up capital of RM20,290,932. The shareholders are Phillip Capital Holdings Sdn Bhd (70%) and Ehsan Astaka Sdn Bhd (30%).
 
We have a staff strength of 56 executives as at 30 April 2016 with extensive experience in the unit trust industry within their respective areas of specialization. They are responsible for the day-to-day management of the Funds, reporting to the Board of Directors, Investment Committee, Trustee and the SC.
 
PMB is essentially part of the Phillip Capital Group of companies, a financial conglomerate with interests in stockbroking, futures broking and fund management and information technology. The group was established in 1975, providing a comprehensive range of financial services to retail and institutional customers. Today PhillipCapital Group is firmly established in the financial hubs of 16 countries, with offices in Singapore, Malaysia, Cambodia, Indonesia, Thailand ,Hong Kong, China, Japan, India, Sri Lanka, United Arab Emirates, United Kingdom, France, Turkey, Australia, and United States of America. The group's more than 36 years of experience in equities, futures and fund management will be harnessed to produce results consistent with each of the Funds' objectives.
 
As at 30 April 2016, we have two Funds totalling RM 595,579,461.00.
 

 

FINANCIAL POSITION OF THE MANAGER FOR THE LAST 3 YEARS (AUDITED)

 

MANAGEMENT TEAM
Mr. Andy Lim Say Kiat, Chief Executive Officer
BSc (Hons) Econ & Management, London School of Economics, University of London
Dip Economics, London School of Economics, University of London
 
Mr. Andy Lim Say Kiat was appointed as the Chief Executive Officer/ Managing Director of Phillip Mutual Bhd (PMB) on 1 January 2016. Prior to this, he was a Non-Independent Director of PMB since 5 June 2009, during which he held the position as Executive Director of Phillip Wealth Planner Sdn Bhd, a leading financial planning company in Malaysia and before that, heading the group’s fund management arm, Phillip Capital Management Sdn Bhd. Mr. Andy Lim started his career as a Dealer in the international commodities market before joining Phillip Capital's Malaysian derivatives operation as a Futures Dealer representative in 1998. He has 19 years of experience in the capital markets covering fund management, derivatives broking, financial planning, research, financial platform development, Distribution and marketing. He is currently the Group Managing Director of Phillip Capital Malaysia and is a board member in most of its key subsidiary companies. He was a member of the Executive Committee of the Association of Financial Advisers of Malaysia from 2013 to 2015. He holds a Bachelor of Science in Economics and Management (Honours) from the London School of Economics, University of London and is a member of the Financial Planning Association of Malaysia (FPAM) and a Chartered Financial Analyst (CFA) charter holder since 2006.
Major (R) Chai Chung Bin, Chief Operating Officer
Bachelor (Hons) in Computer Engineering, University Technology Malaysia,
MBA (Technopreneurship), International Business School, University Technology Malaysia.
 
Major (R) Chai Chung Bin is currently the Chief Operating Officer of Phillip Mutual Berhad. He oversees the overall planning and execution of functions relating to Operations and Finance. Major (R) Chai Chung Bin has been with the PhillipCapital Group since 2009 and has been instrumental in operational process improvement, system improvement as well as development of the Group’s proprietary wealth management platform. Prior to joining PhillipCapital Group, Major (R) Chai Chung Bin served the Armed Forces for 10 years during which he held key roles of leading units responsible in operations and maintenance of capital assets, logistic planning and management, record management as well as audit of accounts and stores. Major (R) Chai Chung Bin joined PhillipCapital Group as a Business Analyst in 2009, and subsequently appointed to hold various roles within the group, namely Business Process Reengineering Manager responsible for back office process and system improvement as well as project management for wealth management platform supporting multi-currency, multi-channel, multi-asset class, and Operations Manager responsible for Unit Trust Operations.
En. Ramli Abd Hamid, Head, Legal, Compliance & Risk Management
Bachelor of Accounting (Hons) Universiti Kebangsaan Malaysia
 
En. Ramli Abd Hamid joined PhillipCapital Group as Head, Legal, Compliance and Risk Management in October 2015 with the main responsibilities to conduct regular compliance reviews of each area of the company's operations to ensure compliance with legal, regulatory, internal policies and requirements. En. Ramli has more than 18 years of experience in the fund management, unit trust, and financial services industry. He is a Compliance Officer registered with Securities Commission Malaysia and responsible for compliance matters.
 
Mr. Foo Wee Swan, Head, Unit Trust Marketing
Bachelor of Arts (Hons) University Malaya,
Master of Management, Open University Malaysia
 
Mr. Foo joined PhillipCapital Group in June 2013 with main responsibilities in formulating and implementing marketing strategies for both in-house/ third party unit trust and PRS funds distributed by the Company. He is also responsible for product development and including developing good relationship with third party product providers to meet the growing diversified needs of the customers. Mr. Foo has more than 18 years of experience in the financial services industry,primarily in marketing and business development.
 
Ms. Lee Ngan See CFP, Manager, Agency and Business Development
Dip in Computer Studies, Cambridge University, UK and National Computing Centre, UK.
 
Ms. Lee Ngan See currently holds the position of Manager of Agency and Business Development in Phillip Mutual. She has more than 20 years of experience in financial institution and Unit Trust Investment Management industry. She started her career in banking with Overseas Union Bank Singapore. She then moved to Pacific Bank Berhad for 6 years. She joined Public Mutual Berhad in 2001 prior to joining Phillip Mutual in 2015. Her responsibility is to strategize, plan and oversee execution of effective agency development of Unit Trust and PRS and work closely with Unit Trust and PRS agency channels nationwide.
BOARD OF DIRECTORS        Back To Top
 
Prof. Tan Sri Dato' (Dr.) Ir. Jamilus Bin Md Hussin (Independent Director)
B.Sc (Hons) Civil, M.Sc (Geotech),
FIEM.,P.ENG., FIVMM., ASEAN ENG., APEC ENG., Int. PE., FRICS.,
 
Prof. Tan Sri Dato' (Dr.) Ir. Jamilus Bin Md Hussin is currently the President and Chief Executive Officer of KLIA Consultancy Services Sdn Bhd. He is also the President of the Project Management Institution Malaysia and holds several fello memberships with engineering associations in Malaysia. Prof. Tan Sri (Dr.) Ir. Jamilus is known for spearheading KLIA Construction within the time frame of 7 years. Prior to the KLIA project, Prof. Tan Sri Dato' (Dr.) Ir. Jamilus held numerous key positions in the Government including the Public Work Department (PWD). Among the posts he held were as the PWD State Director in Pahang, Terengganu and Perak. His vast experience includes the formation of policies, organisational development and implementation, project and construction management and facility management of Government properties. Prof. Tan Sri Dato' (Dr.) Ir. Jamilus also has a keen interest in propagating the professional practice of project management in the industry. He is active in the lecturing circuit by giving lectures and seminars in major local and international conferences. Prof. Tan Sri Dato' (Dr.) Ir. Jamilus was appointed as an Independent Director on 22 November 2004. On 24 December 2015, Prof. Tan Sri Dato' (Dr.) Ir. Jamilus was appointed as Chairman of Investment Committee.
 
Datuk Ir. Hamzah Bin Hasan (Independent Director)
BSc (Civil Engineering) from Glasgow University, United Kingdom,
MSc (Construction Management) from Loughborough University, United Kingdom.
 
Datuk Ir. Hamzah Bin Hasan is a Professional Engineer of the board of Engineers Malaysia, Fellow of Chartered Institute of Building, Royal Institute of Chartered Surveyors, Institution of Engineers Malaysia, Institute of Value Engineering Malaysia, ASEAN Federation of Engineering Organizations and Honorary Fellow of the Project Management Institution of Malaysia.Prior to the KL International Airport project as Construction Director, Datuk Ir Hamzah held numerous key positions in the Public Work Department (PWD). Among the posts he held were as the PWD at the District, State and Federal level.
 
Datuk Ir. Hamzah Bin Hasan (Independent Director)
BSc (Civil Engineering) from Glasgow University, United Kingdom,
MSc (Construction Management) from Loughborough University, United Kingdom.
 
Datuk Ir. Hamzah Bin Hasan is a Professional Engineer of the board of Engineers Malaysia, Fellow of Chartered Institute of Building, Royal Institute of Chartered Surveyors, Institution of Engineers Malaysia, Institute of Value Engineering Malaysia, ASEAN Federation of Engineering Organizations and Honorary Fellow of the Project Management Institution of Malaysia.Prior to the KL International Airport project as Construction Director, Datuk Ir Hamzah held numerous key positions in the Public Work Department (PWD). Among the posts he held were as the PWD at the District, State and Federal level.
 
Datin Hajjah Nona Binti Salleh CFP (Non-Independent Director)
BSc Econ (Hons) Accounting & Finance, London School of Economics, University of London,
Investment Management Certificate (IIMR), United Kingdom.
 
Datin Hajjah Nona Binti Salleh, CFP (Executive Chairperson, PhillipCapital Malaysia), is the Executive Chairperson of Phillip Capital Management Sdn Bhd, Chairman of Phillip Mutual Berhad, a director of Phillip Futures Sdn Bhd, Phillip Wealth Planner Sdn Bhd, as well as other Malaysian companies under the PhillipCapital Group. She started her investment career in Aseambankers in 1992 where she gained exposure in the management of Shariah-based and semi-Shariah based portfolios. Over the past 24 years, she has accumulated experience through her involvement in the investment management and strategy of her clients’ investment portfolios, namely the Employees Provident Fund (EPF), Lembaga Tabung Haji, Koperasi Jaya Diri, Double Growth Fund and Emerging Growth Fund (BHLB Unit Trusts) as well as Mayban Dana Yakin (Maybank’s Shariah -based unit trust fund). Prior to re-joining the Phillip Group in 2001to head its Malaysian operation, she has held several key positions in investment management and research, including the positions of Associate Investment Director of BHLB Asset Management, a subsidiary of Ban Hin Lee Bank (now merged under CIMB group) and Chief Investment Officer at Maybank Investment Management Sdn Bhd, a subsidiary of Malayan Banking Berhad. Datin Hajjah Nona is a graduate of the London School of Economics, University of London and she holds the Investment Management Certificate (IIMR), UK as well as being a member of the Financial Planning Association of Malaysia (FPAM). She holds a Capital Markets Services Representative License (CMSRL/A3012/2007).
 
Mr. Andy Lim Say Kiat, CFA, CFP (Non-Independent Director)
BSc (Hons) Econ & Management, London School of Economics, University of London
Dip Economics, London School of Economics, University of London
 
Mr. Andy Lim Say Kiat was appointed as the Chief Executive Officer/ Managing Director of Phillip Mutual Bhd (PMB) on 1 January 2016. Prior to this, he was a Non-Independent Director of PMB since 5 June 2009, during which he held the position as Executive Director of Phillip Wealth Planner Sdn Bhd, a leading financial planning company in Malaysia and before that, heading the group’s fund management arm, Phillip Capital Management Sdn Bhd. Mr. Andy Lim started his career as a Dealer in the international commodities market before joining PhillipCapital’s Malaysian derivatives operation as a Futures Dealer representative in 1998. He has 19 years of experience in the capital markets covering fund management, derivatives broking, financial planning, research, financial platform development, distribution and marketing. He is currently the Group Managing Director of PhillipCapital Malaysia and is a board member in most of its key subsidiary companies. He was a member of the Executive Committee of the Association of Financial Advisers of Malaysia from 2013 to 2015. He holds a Bachelor of Science in Economics and Management (Honours) from the London School of Economics, University of London and is a member of the Financial Planning Association of Malaysia (FPAM) and a Chartered Financial Analyst (CFA) charter holder since 2006.
 
En. Mohd Fadzli Bin Mohd Anas (Non-Independent Director)
BSc (Mathematics) from Clarkson University, USA,
MBA (Finance) from University of Leeds, UK.
 
En. Mohd Fadzli Bin Mohd Anas was previously the Chief Executive Officer of Phillip Mutual Bhd between 2 February 2005 and 31 December 2015. Prior to that, he was the Vice President, Investment of Phillip Capital Management Sdn Bhd where he was responsible for investment and marketing activities for the company. En. Mohd Fadzli has been with the PhillipCapital Group for the past 16 years and has been instrumental in charting the growth of its Malaysian business. He currently holds the position of Executive Director for Phillip Capital Management Sdn Bhd since 1 January 2016. En. Mohd Fadzli has worked in various senior capacities in the financial industry for the past 20 years. He has also been actively involved in the business development activities of a listed telecommunications company, where he served as President of its Group Marketing Council which was responsible for advising the company's Management Committee on marketing strategies. En. Mohd Fadzli graduated with a B.Sc. (Mathematics) from Clarkson University in New York, and holds an MBA (Finance) from the University of Leeds, United Kingdom.
 
Mr. Lim Wen Sheong (Non-Independent Director)
BSc in Economics and Government, the London School of Economics,
MBA, UCLA Anderson.
 
Mr. Lim Wen Sheong focuses on product development as well as investment strategy. Prior to PhillipCapital, he was at the Investment business of Citibank Asia Pacific. Mr. Lim has been with PhillipCapital since 2001 where he has been involved in equity research as well as corporate finance both in Singapore and the United Kingdom (UK). Mr. Lim is a graduate from the London School of Economic and also holds an MBA from the Anderson School of Management at University of California, Los Angeles (“UCLA”).
 
Mr. Jeffrey Lee Chay Khiong CFA (Alternate Director)
B.Eng (Hons) in Chemical Engineering, National University of Singapore.
 
Mr. Jeffrey Lee is the Managing Director and Chief Investment Officer of Phillip Capital Management (S) Ltd. Prior to his current role, Mr. Jeffrey Lee was a Director of Investment at AIB Govett (Asia) Ltd and held senior investment manager positions at DBS Bank and Mitsubishi Corporation Group. Additionally, he has served on the Board of Directors of a number of companies within the DBS Bank and PhillipCapital, as well as several venture capital investment companies. Mr. Jeffrey Lee's fund management experience spans several investment cycles. His track record includes a number of highly rated unit trusts in the Asia Pacific and Global Funds category.A Chartered Financial Analyst (CFA) since 1990, he obtained his Bachelor’s (Honours) degree in Chemical Engineering from the National University of Singapore in 1985 on a Public Service Commission Merit Scholarship. Mr. Jeffrey Lee was appointed as the Non-Independent Director.
INVESTMENT COMMITTEE        Back To Top

 

INVESTMENT COMMITTEE MEMBERS
 
Prof. Tan Sri Dato' (Dr) Ir. Jamilus Bin Md Hussin (Independent Director)
 
Profile as mentioned. Prof. Tan Sri Dato’ (Dr.) Ir. Jamilus was officially appointed as a Chairman of Investment Committee member on 24 December 2015.
 
Datuk Ir. Hamzah Bin Hasan (Independent Director)
 
Profile as mentioned. Datuk Ir. Hamzah Bin Hasan was officially appointed as an Investment Committee member on 24 December 2015.
 
Mr. Andy Lim Say Kiat CFA, CFP (Non-Independent Director)
 
Profile as mentioned. Mr. Andy Lim Say Kiat was officially appointed as an Investment Committee member on 24 December 2015.
 
 
Mr. Lim Wen Sheong (Non Independent Director)
 
Profile as mentioned. Mr. Lim Wen Sheong was officially appointed as an Investment Committee member on 6 January 2014.
 
INVESTMENT MANAGER - PHILLIP CAPITAL MANAGEMENT SDN. BHD        Back To Top
 
ROLES AND DUTIES OF THE INVESTMENT MANAGER
 
Effective 10 November 2004, the investment function has been delegated to PCM since it has experience for more than 10 years in the fund management industry. We strongly believe that by delegating the investment function, the Funds would be best managed to achieve their objective. PCM was appointed as the Investment Manager to implement the investment strategies and manage the Funds, as required by the relevant guidelines, and the appointment of PCM has been approved by the SC and the Trustee. PCM is a licensed fund manager and responsible for managing the investment and dealing of the Funds so as to meet the investment objectives of the Funds. As the Investment Manager, PCM shall have discretionary authority over the investment of the Funds under their management subject to the Guidelines on Unit Trust Funds and other relevant applicable regulations. PCM will meet and report to the Investment Committee of the Funds on a regular basis pertaining to the status of the Funds, proposed investment strategy and discuss matters relating to the Funds. Apart from the regular meetings, the Investment Committee will meet with PCM more frequently should the circumstances require. The remuneration of the PCM is borne by PMB.
 
PHILLIP CAPITAL MANAGEMENT SDN BHD (PCM)
 
PCM was incorporated on 13 February 1995 and commenced operations with a paid up capital of RM6.245 million. PCM is a licensed fund management company under the Act, and is part of the PhillipCapital Group of companies, a financial services conglomerate that offers a full range of financial services and products. The Fund management service of PhillipCapital Group is available globally through several member companies, namely Phillip Capital Management Pte Ltd (Singapore), Walker, Crips, Weddle, Beck Plc (United Kingdom), Sovereign Asset Management Limited (Australia), Phillip Securities (Hong Kong) and Phillip Securities (Singapore)
 
PCM offers investment management expertise to institutions, corporations and high net-worth individuals.As at 30 April 2016,PCM’s total shareholders fund was RM17,788,050.94 million and the total funds under management were RM2,315,344,487.13.

PCM combines top-down macroeconomic approach for asset allocation decision and bottom-up research for optimum stock selection. As at 30 April 2016, the company has total staff strength of 35 comprising 9 Fund Managers and 26 support staff.

KEY MANAGEMENT PERSONAL OF THE INVESTMENT MANAGER
 
Datin Hajjah Nona Binti Salleh – Executive Chairperson
 
Profile as mentioned.
 
Encik Mohd Fadzli Bin Mohd Anas- Exexcutive Director
 
Profile as mentioned.
 
Mr. Andy Lim Say Kiat – Director
 
Profile as mentioned.
 
Mr. Ang Kok Heng CFA
Chief Investment Officer
B. Eng. In (Mechanical), University of Malaya,
MBA, Universiti Kebangsaan Malaysia
 
Mr. Ang joined PhillipCapital Group in January 2007. He graduated with a Bachelor of Engineering in Mechanical, from University of Malaya in 1980 and holds a Master Degree in Business Administration from Universiti Kebangsaan Malaysia. He is also a Fellow Member of the Chartered Institute of Management Accountants and Charterholder of CFA Institute. He started his career as a design engineer before joining Malaysian Industrial Development Authority (MIDA) where he spent 7 years there. Mr. Ang started the Research Department of TA Securities Berhad in 1988 and headed the department for 7 years. He was subsequently transferred and appointed as the Chief Investment Officer of TA Asset Management in 1995. He is also a regular speaker in stock market and investment seminars. Mr. Ang holds a Capital Markets Services Representative License (CMSRL/A3984/2007).
 
En. Roslan Bin Harun
Associate Director
Bachelor of Business Administration majoring in Finance, University of Cincinnati, Ohio, U.S.A.
 
En. Roslan Harun joined PhillipCapital Group in August 2013 with the main responsibilities to implement the business development plan/ strategies for corporate and institutions' business. He is also responsible in managing investment equity portfolio for retail and corporate clients. En. Roslan Harun has total more than 26 years of experience in the capital market industry with his first job as Investment Analyst with PFM Capital. Then he joined KAF Stockbroking as corporate dealer's representative. He was a fund manager cum business development manager at Maybank Investment in 1995. He joined JMF Asset Management in 2001 then after the merger with Amanah Raya Asset, he was appointed the Chief Executive Officer of Amanah Raya Unit Trust. Later, he joined ECM Libra Group as the Director of Corporate Business Development. Roslan Harun holds CMSRL and unit trust license.
 
Mr. Jeffrey Lim Seow Leong
Vice President, Investment
CIMA (Finalist)
 
Mr. Jeffrey Lim joined the PhillipCapital Group in 1993. He had assumed various posts in the Group before being promoted to head the Futures & Options operation of the Group in Malaysia in 2000. Mr. Jeffrey Lim joined the Group’s Malaysian Fund Management Team in July 2003 and holds a Capital Markets Services Representative License(CMSRL/A3303/2007).
 
Mr. Richard Cheong Pak Wai
Assistant Vice President, Investment
ACIS (The designated Fund Manager personnel for PMEGF and PMMMF)
 
Mr. Richard Cheong joined PhillipCapital Group in January 2007 as an Assistant Vice President, Investment. He was with TA Asset Management Sdn Bhd for 4 years as an Investment Analyst responsible for providing research and analysis on investments. He was also the technical analyst for the investment team of TA Asset Management Sdn Bhd. Mr. Richard Cheong holds a Capital Markets Services Representative License (CMSRL/A4052/2007) and manages several of the investment portfolios of PCM’s clients.
 
En. Zainuddin Bin Zakaria
Senior Manager, Marketing
BBA (Banking & Finance), Northwood University
 
En. Zainuddin joined PhillipCapital Group in August 2007 with the main responsibilities to provide service and maintain good working relationship with both clients and financial consultants. At the same time, he also plays a role in the formulation and implementation of products and business development strategies. En. Zainuddin brings with him over 17 years of experience in the financial industry ranging from risk management, trade execution and marketing. He holds a Capital Markets Services Representative License (CMSRL/A9777/2009).
 
Ms. Tan Sze Nee
Manager, Fixed Income
Bachelor of Business Administration, University of Malaya.
 
Ms. Tan was appointed as Fixed Income Manager of Phillip Capital Management Sdn Bhd in January 2015. She began her career with Phillip Mutual Berhad in August 2008 and was transferred to PhillipCapital Management in 2011 to grow the corporate and institutional business.Ms. Tan has a total of more than 7 years of experience in the financial industry. She holds a Capital Markets Services Representative License (CMSRL/B3906/2013).