Effective 10 November 2004, the investment function has been delegated to Phillip Capital Management Sdn Bhd (“PCM”). We strongly believe that by delegating the investment function, the Funds would be best managed to achieve its objective. PCM was appointed as the Investment Manager to implement the investment strategies and manager the Funds, as required by the relevant guidelines, the appointment of PCM has been approved by the SC and the Trustee.
The Investment Manager is a licensed fund management company and responsible for managing the investment and dealing of the Funds so as to meet the investment objectives of the Funds. The Investment Manager 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. The Investment Manager 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 the Investment Manager more frequently should the circumstances require. The remuneration of the Investment Manager is borne by PMB.
DATIN HAJJAH NONA BINTI SALLEH
GROUP CHAIRPERSON, PHILLIP CAPITAL MALAYSIA
B.Sc. Econ (Hons) Accounting & Finance, London School of Economics, University of London, United Kingdom.
Investment Management Certificate (IIMR), United Kingdom.
Datin Nona Binti Salleh, is the Group Chairperson of Phillip Capital Malaysia and Director of Phillip Capital Management Sdn Bhd, Phillip Mutual Berhad, Phillip Capital Sdn Bhd (formerly known as Phillip Futures Sdn Bhd), Phillip Wealth Planner Sdn Bhd, Phillip Research Sdn Bhd, as well as other Malaysian companies under the PhillipCapital Malaysia Group. She started her investment career with Aseambankers in 1992 where she gained exposure in the management of Shariah and semi-Shariah portfolios. Over the past 30 years, she has accumulated experience through her involvement in the investment management and strategy of her clients’ investment portfolios, including the Employees Provident Fund (EPF), Lembaga Tabung Haji, Koperasi Jaya Diri, Double Growth Fund and Emerging Growth Fund (BHLB Unit Trusts) as well as Maybank Dana Yakin.
Prior to re-joining the Phillip Group in 2001 to 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 Nona is a graduate of the London School of Economics, University of London and she holds the Investment Management Certificate (IIMR), UK.
MR. ANG KOK HENG,
CHIEF INVESTMENT OFFICER, PHILLIP CAPITAL MANAGEMENT SDN BHD
BE. Mechanical Engineering, University of Malaya (UM), Malaysia.
MBA, University Kebangsaan Malaysia (UKM), Malaysia.
Mr. Ang Kok Heng joined PhillipCapital Group in January 2007 as the Chief Investment Officer. He brings along with him more than 20 years of experience in equity research and investment having worked in TA securities as the head of research for 7 years and thereafter as the head of investment in TA Asset Management Sdn Bhd for another 12 years.
Mr. Ang has very extensive experience in the capital market in Malaysia and his views are well sought after by local and foreign journalists. He was an investment columnist for New Straits Times for three years and he also acted as the investment consultant for a medium size composite insurance company for several years. While in his previous employment, he led a team of fund managers to win several awards for the unit trust funds.
He graduated with a BE in Mechanical Engineering, from University of Malaya in 1980 and holds a Master Degree in Business Administration from Universiti Kebangsaan Malaysia. Mr. Ang holds a Capital Markets Services Representative License (CMSRL/A3984/2007) and a Chartered Financial Analyst (CFA) charterholder since 1997.
MS. TAN SZE NEE
HEAD OF FIXED INCOME
Bachelor of Business Administration, UM.
Ms. Tan Sze Nee was appointed as Fixed Income Manager of PhillipCapital Management Sdn Bhd in January 2015. She began her career with the Phillip Mutual Berhad in August 2008 and was transferred to PhillipCapital Management in 2011 to grow the corporate and institutional business. Ms. Tan Sze Nee has total more than 6 years of experience in the financial industry. She holds a Capital Markets Services Representative License (CMSRL/B3906/2013).
MR. ANG KOK HENG,
CHIEF INVESTMENT OFFICER, PHILLIP CAPITAL MANAGEMENT SDN BHD
BE. Mechanical Engineering, University of Malaya (UM), Malaysia.
MBA, University Kebangsaan Malaysia (UKM), Malaysia.
Mr. Ang Kok Heng joined PhillipCapital Group in January 2007 as the Chief Investment Officer. He brings along with him more than 20 years of experience in equity research and investment having worked in TA securities as the head of research for 7 years and thereafter as the head of investment in TA Asset Management Sdn Bhd for another 12 years.
Mr. Ang has very extensive experience in the capital market in Malaysia and his views are well sought after by local and foreign journalists. He was an investment columnist for New Straits Times for three years and he also acted as the investment consultant for a medium size composite insurance company for several years. While in his previous employment, he led a team of fund managers to win several awards for the unit trust funds.
He graduated with a BE in Mechanical Engineering, from University of Malaya in 1980 and holds a Master Degree in Business Administration from Universiti Kebangsaan Malaysia. Mr. Ang holds a Capital Markets Services Representative License (CMSRL/A3984/2007) and a Chartered Financial Analyst (CFA) charterholder since 1997.
MS. TAN SZE NEE
Head of Fixed Income
Bachelor of Business Administration, UM.
Ms. Tan Sze Nee was appointed as Fixed Income Manager of PhillipCapital Management Sdn Bhd in January 2015. She began her career with the Phillip Mutual Berhad in August 2008 and was transferred to PhillipCapital Management in 2011 to grow the corporate and institutional business. Ms. Tan Sze Nee has total more than 6 years of experience in the financial industry. She holds a Capital Markets Services Representative License (CMSRL/B3906/2013).
MR. FOONG WAI MUN
Manager, Equity
Bachelor of Commerce (Hons) Accounting, Universiti Tunku Abdul Rahman
Mr. Foong Wai Mun joined Phillip Capital Management (PCM) in November 2017 as Fund Manager. He has been working in the capital market industry since 2007 including as an Equity Analyst with CIMB Investment Bank, ECM Libra Investment Bank and Public Mutual Berhad. As an Equity Analyst, he has covered various sectors, such as consumer, property, REIT, technology, telecommunications and utilities sector both on the sell as well as buy-side. Prior to joining PCM, Mr. Foong Wai Mun was an Investment Manager at BRDB Capital, a family office under BRDB Development managing the private wealth of the Group office. Graduated from Universiti Tunku Abdul Rahman with a Bachelor of Commerce (Hons) Accounting, Mr. Foong Wai Mun brought with him over 10 years of experience in the capital market industry and currently holds a Capital Markets Services Representative License (eCMSRL/B8207/2018).
Mr. Foong Wai Mun is the designated Fund Manager for Phillip Pearl Fund, Phillip Recovery Fund and the equity portion of the Phillip Dividend Fund and Phillip Income Fund.
MS. MUTIARA BINTI ZULKIFLI
Manager, Equity
Bachelor of Finance (Hons), Universiti Teknologi MARA
Ms. Mutiara Binti Zulkifli joined Phillip Capital Management (PCM) in September 2020 as Fund Manager. Before joining PCM, she was the Portfolio Manager managing Dana Makmur Pheim in Pheim Asset Management for more than 2 years. During her tenure there, she also covered sectors such as auto, aviation, REITs, conglomerates, manufacturing, consumer sectors; as well as overlooking various portfolios’ foreign countries exposure. Prior to joining Pheim Asset Management, she was attached to Phillip Research Sdn. Bhd. (PRSB) as an investment analyst for 3 years. Graduated from Universiti Teknologi MARA with a Bachelor of Finance (Hons), Ms. Mutiara Binti Zulkifli brought with her over 6 years of experience in the capital market industry and currently holds a Capital Markets Representative License (eCMSRL/B7869/2018).
Ms. Mutiara Binti Zulkifli is the designated Fund Manager for Phillip Global A.I.R. Fund, Phillip Global Disruptive Innovation Fund, Phillip Dynamic AsiaPac Fund, Phillip Global Stars Fund, Phillip Asia Brands Fund, Phillip Dana Dividen, Phillip Focus China Fund, Phillip Dana Aman, Phillip Premier Fund, Phillip Focus18 Fund and the equity portion of the Phillip AsiaPac Income Fund.
PCM was incorporated in Malaysia in 1995 to offer investment management services to institutions, corporations and high net-worth individuals. 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 us.
PCM offers investment management expertise to institutions, corporations and high net-worth individuals and EPF contributors under the EPF Investment of Members Savings Scheme. PCM’s total shareholders funds are in excess of RM 13.25 million and PCM manages RM 3.4 billion client’s assets.
