Phillip SMART Portfolio

Phillip SMART Portfolio

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Ratings Breakdown (2)

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  • 2
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OperationsPhillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z
MethodologyDiversified portfolio of primarily Exchange-Traded Funds across geographical regions, countries and industry sectors.
Fees0.5% p.a. No upfront fee, no brokerage, no performance fee and no platform fee.
Minimum$5,000 to start
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  • LiLo LiLo
    1 Reviews, 1 Upvotes
    Reviewed on 22 Jan 2018
    So simple, so easy to use. A great investment for someone who is too busy to monitor their investment. No unrealistic projections.
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  • Eric
    1 Reviews, 1 Upvotes
    Reviewed on 22 Jan 2018
    Invested in the Growth portfolio since Feb 17. Total return currently about 9%. Highly recommended.
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About Phillip SMART Portfolio

Phillip SMART Portfolio is started in the year 2017 by Phillip Securities.

Method of investing for Phillip SMART Portfolio

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:

  • Country Specialist
  • ETF Specialist
  • Fundamental and Technical Analysis

They also have access to regional research network.

Minimum investment and fees for Phillip SMART Portfolio

SMART charges a low management fee of 0.5% p.a.

Manage your money for free today!

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  • Quick overview
    Quick overview of your bank and card transactions.
  • Secure syncing
    Secure syncing of your bank or credit cards transactions
  • Automatic categorization
    Automatic categorization and analysis for your expenses
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