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Robo-Advisors/Phillip SMART Portfolio
Robo-Advisors/Phillip SMART Portfolio
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Phillip SMART Portfolio Robo-Advisor Review 2022

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: 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
...see more

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

Reviews (5)

4.2

5 Reviews

5
3
4
0
3
2
2
0
1
0
      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%.

      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!

      0

      What are your thoughts?

      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.

      0

      What are your thoughts?

      13 Jun 2019
      Invested in the Growth portfolio since Feb 17. Total return currently about 9%. Highly recommended.

      1

      What are your thoughts?

      It's been 8 months since this comment. Just wondering how your returns have been since then?

      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

      What are your thoughts?

    Discussions (0)

      No Posts Found.

      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: 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 account 
      • 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: [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.