UT Portfolio Mandate Factsheet
  Unit Trust Mandates
Mandates Aggressive Benchmark Balance Benchmark Conservative Benchmark
Investment Insurments Global Unit Trust Combination of MSCI World Index and JPM Global Aggregate Bond Index based on the monthly ratio of Securities and Bonds Holdings. Global Unit Trust Combination of MSCI World Index and JPM Global Aggregate Bond Index based on the monthly ratio of Securities and Bonds Holdings. Global Unit Trust Combination of MSCI World Index and JPM Global Aggregate Bond Index based on the monthly ratio of Securities and Bonds Holdings.
Launch 2012-08-01 2012-08-01 2012-08-01
Performance Mandate Performance Benchmark Performance Mandate Performance Benchmark Performance Mandate Performance Benchmark Performance
Since Launched 20.75% 41.34% 20.90% 28.60% 10.82% 12.49%
Year To Date 13.31% 7.97% 7.79% 6.65% 5.90% 4.65%
2016 0.32% 4.78% -0.76% 3.84% 1.92% 2.46%
2015 -4.04% -1.96% 2.01% -2.54% -2.68% -1.95%
2014 1.69% 2.71% 3.69% 2.35% 2.28% 1.95%
2013 1.26% 18.32% 2.89% 10.07% 0.13% 2.30%
2012 8.18% 5.91% 3.85% 4.25% 3.01% 2.60%
  Monthly Fact Sheet
Mandates Aggressive Balance Conservative
May-17
April-17
March-17
Feb-17
Jan-17
Dec-16
Nov-16
Oct-16
Sep-16
Aug-16
Jul-16
Jun-16
May-16
Apr-16
Mar-16
Feb-16
Jan-16
Dec-15
Nov-15
Oct-15
Sep-15
Aug-15
Jul-15


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Warning and Disclaimer:This document is for informational purposes only and should not be interpreted as an offer or solicitation to buy or sell any investment products, and does not constitute investment advice. Past performance is not indicative of future performance. Before making investment decisions, investors should understand the risks of investment products, fund characteristics and limitations by referring to relevant offering documents. Investors should also pay attention to their personal financial situation and risk tolerance. Investors should ensure any decision to purchase/ sell the investment products is based on their own independent judgment. Investment involves risks, please refer to “Risk Disclosures Statement” & “Terms and conditions” posted on our website for details. The document has not been reviewed by the Securities and Futures Commission of Hong Kong.Phillip Capital Management (HK) Ltd considers the research or analysis contained herein is reliable as at the date of publication and for reference purposes only. However, no warranty is given on the accuracy or completeness of the information provided by third parties. Any opinions, estimates or forecasts may be changed without notice. Phillip Securities group might hold the above company investment products.

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