ContactDr Tan Chong Koay,
Chief, Corporate Development & Strategy/Founder
Mr Chan Choong Tho, President & CIO
Ms Christina Yap, Operations Manager & Business Development
Nature of Business
Pheim Asset Management (Asia) Pte Ltd ("Pheim Singapore") began operations as an Exempt Fund Manager in January 1995 and became one of the first two boutique fund managers in Singapore to be granted the Investment Adviser - Boutique Fund Manager License by the Monetary Authority of Singapore (MAS) in 1999. In March 2002, it went on to become the first boutique fund manager in Singapore to be granted a full Investment Adviser's ("IA") License [now known as Capital Markets Services (Fund Management) License].
Pheim Singapore's affiliated company, Pheim Asset Management Sendirian Berhad ("Pheim Malaysia"), began operation in January 1994 as a licensed fund manager in Malaysia. Pheim Singapore and Pheim Malaysia were both founded by Dr Tan Chong Koay, who has more than 35 years of direct investment management experience. Pheim Malaysia's wholly-owned subsidiary, Pheim Unit Trusts Berhad, which began operation in January 2002, is engaged in the business
of managing unit trusts in Malaysia. In 2004, Pheim Malaysia was named the Best Boutique House of the Year in Malaysia.
Pheim specialises in investing in the region of ASEAN and Asia
ex Japan, on the foundation of a unique and proven investment
philosophy. Pheim also has an established track record of managing funds in accordance with Syariah principles, and with a small-medium cap focus.
Pheim adopts a predominantly value approach to investment.
Pheim does not believe in being fully invested at all times. Rather, we seek to trim out equity exposure near market peaks in order to preserve capital, and to be fully invested near market troughs.
Funds managed by Pheim have won numerous accolades in their respective categories.
Our Pheim ASEAN Emerging Companies Growth Fund was ranked No.1 in terms of total returns in US dollars for All 1- to 15-year periods by Morningstar in the Morningstar Category ASEAN Equity Funds for the period ending December 2010.**
Dana Makmur Pheim (Balanced Islamic Fund) won The Edge-Lipper Malaysia Unit Trust Fund Award in the Mixed Asset-Islamic/Syariah Category for 1-year period for two consecutive years in 2003 (
Fund +34.0% vs Benchmark +15.4%) and 2004 (
Fund +12.3% vs Benchmark +6.7%). Personal Money (Malaysia) also ranked Dana Makmur Pheim No.1 in terms of Total Returns for 3-year period in 2005 (
Fund +33.9% vs Benchmark +21.1%) and 5-year period in 2007 under
Lipper's Mixed Asset Balanced Islamic category. (
Fund +102.1% vs Benchmark +74.1%)
As at 31 July 2011, the assets under management by Pheim
Singapore and Pheim Malaysia together amounted to US$1.2 billion.
** The above is for information only and does not constitute investment advice or a recommendation and was prepared without regard to the specific objectives, financial situation or needs of any particular person who may receive it. An investment in the above Fund is subject to investment
risks, including the possible loss of the principal amount invested. Investors should read the Information Memorandum for details before investing. The value of the shares and the income from them may fall as well as rise. Past performance is not indicative or a warranty of future results. The fund mentioned above may only be offered or sold to institutional investors
(as such term is defined in the Securities and Futures Act (Cap. 289 Section 4A ("SFA"), or accredited investors (as such term is defined in the SFA Section 4A). Investors may wish to seek the advice from a financial adviser before making a commitment to invest in shares of the Fund. In the event that the investor chooses not to seek advice from a financial adviser, he/she
should consider whether the Fund is suitable for him/her.
Source: Morningstar. Total returns in USD, NAV to NAV with dividends re-invested: Date: 31 December 2010.
All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely after the date of publication. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
Past performance is not a guarantee of future results.