Phillip SMART Portfolio
A Smarter Way to Invest
Phillip SMART Portfolio “SMART” is a investment service that matches a best-fit portfolio based on your online risk analysis. Let us help you take control of your investments and grow your wealth.
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Low starting investment amount of only S$5,000
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No upfront fee, no brokerage & no platform fee
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Low management fee
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Managed by professional portfolio managers
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Fast and simple online account opening
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Online access to your portfolio holdings
The New Wave of Investing
Our Portfolios
We build a diversified portfolio for you.
Online Risk Assessment
An online risk assessment to help you decide your investment style.
Low Fees
Fees matter. Over time, even small fees can make a big dent in your bottom line.
Periodic Rebalancing
Our portfolio managers periodically rebalances across asset classes and reduces volatility to help your investment growth.
Stress-free Investing
It takes time to study the market, choose the right investments and rebalance your portfolio.
Transparency
Online access to your portfolio holdings.
Our Management Fee
(relevant SGX Clearing and Trading fees, including GST are applicable for ETF transactions)
Risk Assessment
Portfolio Matching
No fee for top-ups and withdrawals
No upfront fee, No brokerage & No platform fee