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Phillip SMART Portfolio
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Phillip SMART Portfolio
ETFs
INSTRUMENTS
0.5%
ANNUAL MANAGEMENT FEE
$5,000
MINIMUM INVESTMENT
N/A
EXPECTED ANNUAL RETURN
Web and Mobile App
PLATFORMS
Phillip SMART Portfolio
ETFs
INSTRUMENTS
0.5%
ANNUAL MANAGEMENT FEE
$5,000
MINIMUM INVESTMENT
N/A
EXPECTED ANNUAL RETURN
Web and Mobile App
PLATFORMS
Details
Phillip SMART Portfolio Robo-Advisor Review 2021
Phillip SMART Portfolio operates on a philosophy of diversified portfolio of primarily Exchange-Traded Funds (ETFs) across geographical regions, countries and industry sectors. SMART relies on technology and investment expertise to allow investing to be effortless for the user. With an account, your SMART portfolio will be built and managed by their investment managers according to your risk profile.
To start investing with Phillip SMART Portfolio, the minimum investment amount is S$5,000. They have no other upfront fees, brokerage or platform fees, simply a 0.5% management fee.
5.0
2 Reviews
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Read Review About...
- Invested in the Growth portfolio since Feb 17. Total return currently about 9%. Highly recommended.
1
It's been 8 months since this comment. Just wondering how your returns have been since then?
What are your thoughts?Reply
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About Phillip SMART Portfolio
Phillip SMART Portfolio “SMART” is an investment service that tailors a portfolio based on your online risk analysis. The portfolios are managed at the discretion of Phillip's investment managers to achieve optimal asset allocation based on your risk profile.
Benefits of Phillip SMART Portfolio
- Management Fees / Platform Fees/ Advisor Fees: 0.5%
- Minimum Investment Amount: S$5,000
- Investment Portfolios available: Unit Trusts, ETFs, closed-end funds, investment trusts, business trusts and Exchange-traded notes.
- SMART boasts the ease of use on their platform. From the creation of an account, funding and monitoring of the account, SMART ensures a seamless experience online.
- SMART provides High accessibility as it has a low starting investment amount, with no upfront, brokerage, or platform fees.
- Your securities are held in your name, under Phillip custodian
- Your assets will be managed by professional portfolio managers who will periodically rebalance your assets to reduce volatility and aid your investment growth. They ensure their team of managers is at least a country specialist, ETF specialist, or a Fundamental and Technical analyst.
- Matching different risk appetites, portfolios for the different risk profiles will differ in the investment in different asset classes of Equities/Other and Fixed Income, with the portfolios for the more aggressive risk profiles having a higher exposure in Equity/Other than in Fixed Income.
- After account creation, SMART’s team of investment managers will create a structure for your portfolio and diversify it by looking at different sectors all around the world. Allowing users to benefit from different prevailing economic situations.
Fees and Charges for Phillip SMART Portfolio
- The minimum for investment is $5,000.
- SMART charges a management fee of 0.5% p.a.
- No brokerage fees, no platform fees
- As with all other robo-advisors, any relevant SGX Clearing/Trading Fees and Dividends Handling Fees and GST are still applicable.
Contact Phillip SMART
- Visit Phillip SMART Portfolio's website for more information
- Tel: 6531 1555
- Live Chat on the Phillip SMART Portfolio website
Operations
Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z
Contact us at [email protected] should you require any assistance or spot any inaccuracies.
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