|Operations||Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z|
|Methodology||Diversified portfolio of primarily Exchange-Traded Funds across geographical regions, countries and industry sectors.|
|Fees||0.5% p.a. No upfront fee, no brokerage, no performance fee and no platform fee.|
|Minimum||$5,000 to start|
Phillip SMART Portfolio is started in the year 2017 by Phillip Securities.
Phillip SMART Portfolio invests in Exchange-Traded Funds listed on major stock exchanges. It may also invest in unit trusts, closed-end funds, investment trusts, business trusts and Exchange-traded notes.
SMART uses both Top-Down and Bottom-up Approach Team’s core competencies:
They also have access to regional research network.
SMART charges a low management fee of 0.5% p.a.