Phillip International Pioneer Portfolio (PMS)
PhillipCapital (GIFT IFSC)
Diversified global ETF PMS with the longest live track record
Fund data from fund-house disclosures, as of Jun 2026. The performance chart below shows the fund's live underlying / benchmark index (S&P 500 (proxy)) as a proxy — not the fund's own NAV. Always refer to the official factsheet before investing.
Underlying index — live proxy · 1Y
S&P 500 (proxy), rebased to 100. A live stand-in for the fund's market exposure.
Strategy & allocation
Fundamentals-driven, invests in US-listed ETFs, sector agnostic
~67% US, rest in Japan, Taiwan & others
Strengths
- Wide diversification through ETFs
- Track record since 2021
Watch-outs
- Tax on churn
- Higher ticket than retail ($75k)
Who is it for?
PhillipCapital's GIFT IFSC PMS invests in US-listed ETFs across sectors for wide diversification, with a track record since 2021 — a relatively stable, sector-agnostic global core for $75k+ investors.
USD diversification: at today's live rate of ₹95.75/USD, a dollar sleeve compounds the rupee's long-run drift on top of the strategy's own return.
Geography Exposure
Global (US-heavy)
Tax Snapshot
Tax on portfolio churn applies; USD-denominated.
Always obtain personalised tax advice.
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