|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 “SMART” is an investment service that tailors a portfolio based on your online risk analysis.
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.
The minimum for investment is $5,000. SMART charges a management fee of 0.5% p.a.