Phillip SMART Portfolio Reviews and Comparison - Seedly
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Phillip SMART Portfolio

  • Overview
  • Reviews (2)
  • Questions (0)
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Robo-Advisors/Phillip SMART Portfolio
Robo-Advisors/Phillip SMART Portfolio

Phillip SMART Portfolio

5.0
2 reviews
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Phillip SMART Portfolio

0.5% p.a.
PRICING
$5,000
MINIMUM INVESTMENT
Web and Mobile App
PLATFORMS

    Phillip SMART Portfolio

    0.5% p.a.
    PRICING
    $5,000
    MINIMUM INVESTMENT
    Web and Mobile App
    PLATFORMS

Details

Best Robo-Advisor Review 2020 Singapore:
How Does Phillip SMART Portfolio Work?

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. The 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.

Read More about Phillip SMART Portfolio
Reviews (2)

5.0

2 Reviews

  • 5
    2
  • 4
    0
  • 3
    0
  • 2
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  • 1
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Read Review About...

Most HelpfulMost RecentLow to HighHigh to Low
  • Eric
    Eric
    Level 2. Rookie
    Updated on 13 Jun 2019
    Invested in the Growth portfolio since Feb 17. Total return currently about 9%. Highly recommended.
    1 comment
    0
    Aravin Shegar
    Aravin Shegar

    26 Aug 2018

    It's been 8 months since this comment. Just wondering how your returns have been since then?
  • LiLo LiLo
    LiLo LiLo
    Level 2. Rookie
    Updated 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.
    0 comments
    1
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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

  • 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.
  • Your assets will be managed by professional portfolio managers who will periodically rebalance your assets to reduce volatility and aid your investment growth
  • High accessibility as it has a low starting investment amount, with no upfront, brokerage, or platform fees.

Fees and Charges for Phillip SMART Portfolio

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

Contact Phillip SMART

Operations

Phillip Securities Pte Ltd (A member of PhillipCapital) Co. Reg. No. 197501035Z