Phillip SMART Portfolio
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This product is managed by Phillip Securities.
Summary
Product Page Transparency
- Claimed in May 2022
- Pays to access additional features
Phillip SMART Portfolio Robo-Advisor Review 2024
Phillip SMART Portfolio utilises a Cyborg approach in managing our portfolios. Our proprietary SMART Algorithm was created in-house by data scientists to digest more than 1000 data points daily, at a breadth and depth that cannot be simply interpreted at a human level, picking up robust and actionable signals. Strict position limits for risk management are put in place to ensure optimisation for investment performance. These data are provided to our Chief Investment Officer and investment team who will then utilise their wealth of industry experience and expertise to make the final decisions for the portfolios.
SMART Portfolio (General Investing)
- Portfolio Underlying: Unit Trusts
- Minimum Investment: S$300
- Management Fees: 0.5% p.a.
- Other Fees: No brokerage, no performance fee, no platform fee, and no upfront fee
- Fund Source: Cash and SRS
SMART Portfolio US Equity
- Portfolio Underlying:Â 100% direct US stocks
- Minimum Investment: S$3,000
- Management Fees: 0.8% p.a.
- Other Fees: No brokerage, no performance fee, no platform fee, and no upfront fee
- Fund Source: Cash and SRS
Popular Products
Summary
Product Page Transparency
- Claimed in May 2022
- Pays to access additional features
Phillip SMART Portfolio Robo-Advisor Review 2024
Phillip SMART Portfolio utilises a Cyborg approach in managing our portfolios. Our proprietary SMART Algorithm was created in-house by data scientists to digest more than 1000 data points daily, at a breadth and depth that cannot be simply interpreted at a human level, picking up robust and actionable signals. Strict position limits for risk management are put in place to ensure optimisation for investment performance. These data are provided to our Chief Investment Officer and investment team who will then utilise their wealth of industry experience and expertise to make the final decisions for the portfolios.
SMART Portfolio (General Investing)
- Portfolio Underlying: Unit Trusts
- Minimum Investment: S$300
- Management Fees: 0.5% p.a.
- Other Fees: No brokerage, no performance fee, no platform fee, and no upfront fee
- Fund Source: Cash and SRS
SMART Portfolio US Equity
- Portfolio Underlying:Â 100% direct US stocks
- Minimum Investment: S$3,000
- Management Fees: 0.8% p.a.
- Other Fees: No brokerage, no performance fee, no platform fee, and no upfront fee
- Fund Source: Cash and SRS
Plans (2)
SMART Portfolio (General Investing)
Unit Trusts
INSTRUMENTS
0.5% p.a.
ANNUAL MANAGEMENT FEE
S$300
MINIMUM INVESTMENT
N/A
EXPECTED ANNUAL RETURN
Web and Mobile App
PLATFORMS
SMART Portfolio US Equity
Stocks
INSTRUMENTS
0.8% p.a.
ANNUAL MANAGEMENT FEE
S$3,000
MINIMUM INVESTMENT
N/A
EXPECTED ANNUAL RETURN
Web and Mobile App
PLATFORMS
SMART Portfolio (General Investing)
Unit Trusts
INSTRUMENTS
0.5% p.a.
ANNUAL MANAGEMENT FEE
S$300
MINIMUM INVESTMENT
N/A
EXPECTED ANNUAL RETURN
Web and Mobile App
PLATFORMS
3.9
7 Reviews
High to Low
Posted 26 Aug 2024
Purchased
SMART Portfolio (General Investing)
I would like to express my gratitude to Bsb Forensic for their exceptional assistance in recovering my funds from a forex broker. Their expertise and professionalism in navigating the complex process were truly commendable. Through their guidance and relentless efforts, I was able to successfully retrieve my funds, providing me with much-needed relief. I highly recommend BsbForensic. com , to anyone facing similar challenges, as their dedication and commitment to helping clients are truly impressive. Thank you, Bsb Forensic, for your invaluable support in resolving this matter.0
What are your thoughts?Posted 17 Feb 2022
Purchased
Phillip SMART Portfolio
[User Experience] [Customer Support] [Onboarding Experience] It takes $300 to start a portfolio. A good investment size to try out. Sign up easy and funding process smooth. Great user journey!1
What are your thoughts?Phillip SMART Portfolio
Edited 24 Mar 2023
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13 Jun 2019
Invested in the Growth portfolio since Feb 17. Total return currently about 9%. Highly recommended.2
What are your thoughts?View 1 other commentsPhillip SMART Portfolio
24 Mar 2023
Hi Eric, thank you for your review! We are glad that you like the investing experience with SMART Portfolio. Do share with your friends on such good experience! https://smart.poems.com.sg/
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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.1
What are your thoughts?Phillip SMART Portfolio
24 Mar 2023
Hi LiLo, thank you for your review! We are glad that you like the investing experience with SMART Portfolio. Do share with your friends on such good experience! https://smart.poems.com.sg/
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Posted 04 Jun 2022
Purchased
Phillip SMART Portfolio
[User Experience] Relatively satisfactory. [Customer Support] Very patient and professional in helping me. [Investment Method] Gives me an annual return of 9%.1
What are your thoughts?Phillip SMART Portfolio
24 Mar 2023
Hi Teng Tian, thank you for your review! We are glad that you like the investing experience with SMART Portfolio. Do share with your friends on such good experience! https://smart.poems.com.sg/
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Posted 08 Jan 2022
Purchased
Phillip SMART Portfolio
If your plan is to earn any amount more than your capital and stay above the fast rising rate of inflation, this is probably a good option to consider.1
What are your thoughts?Phillip SMART Portfolio
24 Mar 2023
Hi Jamie, thank you for your review! We are glad that you like the investing experience with SMART Portfolio. Do share with your friends on such good experience! https://smart.poems.com.sg/
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Posted 03 Nov 2022
Purchased
SMART Portfolio (General Investing)
Loss of 13% for investing for 2 years. Claims of expertise and maximise returns are all marketing gimmicks .1
What are your thoughts?Phillip SMART Portfolio
24 Mar 2023
Hi Jackie, thank you for the feedback. We would like to understand how we can better support your investing needs. Please feel free to reach out to us at [email protected] or 6531 1555 and our Customer Service Representatives will be able to assist you.
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Types of SMART Portfolios
SMART Portfolio (General Investing)
- Portfolio Underlying: Unit Trusts
- Minimum Investment: S$300
- Management Fees: 0.5% p.a.
- Other Fees: No brokerage, no performance fee, no platform fee, and no upfront fee
- Fund Source: Cash and SRS
SMART Portfolio US Equity
- Portfolio Underlying:Â 100% direct US stocks
- Minimum Investment: S$3,000
- Management Fees: 0.8% p.a.
- Other Fees: No brokerage, no performance fee, no platform fee, and no upfront fee
- Fund Source: Cash and SRS
How to Start Investing with SMART Portfolio
- Visit SMART Portfolio website to be matched with a suitable portfolio according to your risk profile
- Confirm your portfolio and set up your accountÂ
- Use Singpass/online form to create your account
- Fund your account with PayNow/FAST or SRS
- Sit back and watch your portfolio get invested
About SMART Portfolio
Phillip SMART Portfolio utilises a Cyborg approach in managing our portfolios. Our proprietary SMART Algorithm was created in-house by data scientists to digest more than 1000 data points daily, at a breadth and depth that cannot be simply interpreted at a human level, picking up robust and actionable signals. Strict position limits for risk management are put in place to ensure optimisation for investment performance. These data are provided to our Chief Investment Officer and investment team who will then utilise their wealth of industry experience and expertise to make the final decisions for the portfolios.
Get in Touch
- Visit their website for more information
- Email:Â [email protected]
- Phone: +65 6531 1555 (weekdays 8.45am – 12.00am, weekends and Public Holidays excluded)
- Live Chat: On Phillip SMART Portfolio website (weekdays 8.45am – 5.30pm, weekends and Public Holidays excluded)
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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Hi Rene Gina, thank you for your review! We are glad that you like the onboarding experience with SMART Portfolio. Do share with your friends on such good experience! https://smart.poems.com.sg/