Phillip Mutual Berhad (PMB) was incorporated in Malaysia on 31 January 2002 under the Companies Act 1965 with a paid up capital of RM 20,290,932. The shareholders are Phillip Capital Holdings Sdn Bhd (70%) and Ehsan Astaka Sdn Bhd (30%).
PMB is a Unit Trust Management Company (UTMC) licensed by the Securities Commission under the Capital Markets and Services Act 2007 to conduct dealing in securities, restricted to Unit Trusts and Private Retirement Schemes.
In addition, PMB is registered with the Federation of Investment Managers Malaysia (FIMM) as both an Institutional Unit Trust Adviser (IUTA) and an Institutional Private Retirement Scheme Adviser (IPRA), authorized to market and distribute third-party Unit Trust Funds and Private Retirement Schemes.
We have a staff strength of 65 executives as at December 2024 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.
We are essentially part of the Phillip Capital Singapore 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 15 countries, with offices in Singapore, Malaysia, Cambodia, Vietnam, Indonesia, Thailand, China (and Hong Kong SAR), Japan, India, UAE, UK, Türkiye, Australia and United States of America.
The Group brings over 50 years of experience in equities, futures, and fund management, which will be harnessed to deliver results aligned with each fund’s investment objectives. With more than 5,000 employees and over 1.5 million clients worldwide, our assets under custody/management amount to more than USD 65 billion, with shareholders’ funds in excess of USD 2.5 billion.
We have an online portal (www.eunittrust.com.my) and also FAME portal for planners/agents and client access.
