Unit Trust 101 and Understanding Smart Park Money Market Fund

Synopsis

Are you new to investing or looking for a smarter way to manage your idle cash? Join us in this seminar on 13 Oct, Mon at 12.00pm where Mr Woon Kai Xiang, Investment Consultant at Phillip Securities will break down the essentials of Unit Trust investing and introduce the Smart Park Money Market Fund — a low-risk, liquidity-focused solution designed to help you optimise returns on your short-term cash holdings.

This session is perfect for beginner and intermediate investors seeking to understand how unit trusts work, how they differ from other investment products, and how money market funds can serve as a stable parking facility for your funds while waiting for the next investment opportunity.

Key highlights:

● What is a Unit Trust and how does it work?

● Benefits and risks of investing in Unit Trusts

● Role of fund managers and how your money is managed

● Introduction to the Smart Park Money Market Fund

⮚ How it works

⮚ Who is it suitable for?

⮚ Comparison with traditional savings and fixed deposits

● How to incorporate Smart Park into your cash management strategy

For enquiries, please call us at 68121533 email us at bkbatok@phillip.com.sg

Speaker Profile

Mr. Woon Kai Xiang, Investment Consultant at Phillip Securities

Mr Woon Kai Xiang holds a Bachelor Degree in Finance and Marketing. He believes in the power of investing and it’s never too late to become an investor. Kai Xiang is currently an Investment Consultant in Phillip Securities. He strives to support clients and guide them on their financial journey by recommending investment products and services that are suitable; based on his clients’ objectives, resources, time horizon, risk profile and preferences.