Phillip SMART Portfolio

Phillip SMART Portfolio

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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
    LiLo LiLo
    Level 1. Freshie
    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
    Eric
    Level 2. Rookie
    Reviewed on 22 Jan 2018
    Invested in the Growth portfolio since Feb 17. Total return currently about 9%. Highly recommended.
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    • Aravin Shegar
      Aravin Shegar
      It's been 8 months since this comment. Just wondering how your returns have been since then?
      26 Aug 2018

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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.

How Does Phillip SMART Portfolio Work?

SMART relies on technology and investment expertise to allow investing to be effortless for the user. 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. After account creation, SMART’s team of investment managers will create 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.

Minimum Investment And Fees For Phillip SMART Portfolio

The minimum for investment is $5,000. SMART charges a management fee of 0.5% p.a.

Contact Info

  • Phone: +65 6531 1555
  • For more info, you can visit Phillip SMART Portfolio’s FAQ.