Phillip SMART Portfolio Reviews and Comparison - Seedly
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Phillip SMART Portfolio

  • Overview
  • Reviews (2)
  • Questions (3)
  • More Details
Robo-Advisors/Phillip SMART Portfolio
Robo-Advisors/Phillip SMART Portfolio
Phillip SMART Portfolio
5.0
2 reviews
Similar Products
Robo-Advisors/Phillip SMART Portfolio
Phillip SMART Portfolio
5.0
2 reviews

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

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.

Read More about Phillip SMART Portfolio
Reviews (2)

5.0

2 Reviews

  • 5
    2
  • 4
    0
  • 3
    0
  • 2
    0
  • 1
    0

Read Review About...

invested growth

growth portfolio

portfolio feb

feb total

total return

return highly

highly recommended

simple easy

easy great

great investment

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  • 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
    0
Questions (3)

Recent Activity

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Stocks Discussion

Investments

Robo-Advisors

OCBC RoboInvest

StashAway

AutoWealth

Smartly

Syfe

Endowus

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DBS digiPortfolio

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Phillip SMART Portfolio

UTRADE Robo

Hui Wai Kit
Hui Wai Kit
Level 5. Genius
Updated 3w ago
The returns will depend on the risk profile you set with the robo-advisor, more conservative portfolios will return lower but more consistent returns while higher risk portfolios will see higher returns (albeit potential higher standard deviation). Do go through the entire KYC process with the robo advisor before choosing the risk profile which suits you the best! Depending on the risk profile you choose, the robo will allocate/diversify the portfolio accordingly. eg. more conservative portfolios will see higher allocations in bonds vs stocks and vice versa for a more aggressive profile. As amanda mentioned, you can check out the reviews for the robos on Seedly and see if you can relate to any specific experience. You can also read this article which Seedly has covered regarding the available robo-advisors here as well: https://blog.seedly.sg/singapore-robo-advisor-investment-comparison/

5 answers

1

Phillip SMART Portfolio

Robo-Advisors

Smartly

StashAway

Amanda
Amanda
Level 4. Prodigy
Updated 4w ago
Hello! There are 2 SeedlyReviews on Phillip SMART Portfolio, and more reviews for other Robo-Advisors that you can find them here: https://seedly.sg/reviews/robo-advisors They are a little dated, so perhaps you could drop a comment below their review to get a conversation started to find out more! (:

1 answer

1

Robo-Advisors

Phillip SMART Portfolio

Elijah Lee
Elijah Lee, Independent Financial Advisor at Phillip Securities (Jurong East)
Top Contributor

Top Contributor (Dec)

Level 10. Unicorn
Answered on 13 Nov 2019
Hi anon, Depending on your definition of robo-advisor, Phillip SMART portfolio is probably one, but I have to say that the other robo advisors are more well known and marketed. Do note that ultimately, there are still humans at the back making key decisions. It's just that there is very little interfacing between the client and the company.

1 answer

7
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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.