Here's your SMART Portfolio
Enter your email address and we'll send you a copy if you wish to review your SMART portfolio at a later date.
Find a Suitable Portfolio &
Open an Account
Fund Your Account
with a minimum deposit of S$1000 with cash orYou are All Set!
Download POEMS Mobile 3 App to track your portfolio’s performance20,000 POEMS Coins are Yours!
Use the POEMS Coins to redeem vouchers in the Reward Shop
| Income | Income & Growth | Growth | US Equity | |
| Risk Level | Low | Medium | High | |
| Composition | 60% Fixed Income Fund | 40% Fixed Income Fund | 30% Fixed Income Fund | 100% Equity |
| 40% Equity Fund | 60% Equity Fund | 70% Equity Fund | ||
| Portfolio Performance* | ||||
| 3 Months | -0.6% | 1.0% | 0.8% | -12.7% |
| 12 Months | 11.2% | 17.4% | 20.4% | 9.7% |
| 3 Years | 6.6% | 8.8%% | 9.6% | 5.0% |
| 5 Years | 3.1% | 3.1% | 3.4% | N.A. |
This promotion is valid for customer(s) who open and fund a SMART Portfolio with a minimum deposit of S$1,000 during the Promotion Period.
Login to the POEMS Mobile 3 App > ‘Trade’ tab > ‘Robo’ page > Tap ‘Create New SMART Portfolio’
Alternatively, you may open a SMART Portfolio here.
Yes, existing SMART Portfolio Customers are eligible for the promotion. To qualify, you must open and fund a new portfolio service type with a minimum deposit of S$1,000 during the promotion period.
The Account must be funded within 14 calendar days of the Account Opening Date.
You may fund your SMART Portfolio with Cash, funds from existing accounts within Phillip Securities Pte Ltd(“PSPL”) excluding SMART Portfolio and other Managed Account services or the Supplementary Retirement Scheme (SRS). You may click HERE for the full funding options.
You can open multiple SMART Portfolio Accounts. However, only one Account per portfolio service type per Customer will be counted as an eligible Account for this promotion.
The POEMS Coins will be credited to your trading Account within 14 calendar days after the 90-day period after Account opening ends. Please note that you must have login access to the POEMS Mobile 3 App to receive and redeem POEMS Coins.
You can explore and redeem a wide range of rewards (including trading rebates and lifestyle vouchers) in our Rewards Store. Go to the POEMS Mobile 3 App > ‘Me’ tab > ‘Rewards’ to check it out.
Note: POEMS Coins expire exactly one year from the date of issuance.
You can view your SMART Portfolio performance and holdings on POEMS Mobile 3 App > ‘Trade’ tab > ‘Robo’ page.
Disclaimer
This Promotion is provided to you for general information only and does not constitute a recommendation or an offer or solicitation to buy or sell any investment product or enter into any transaction or discretionary managed account agreement. It does not have any regard to your specific investment objectives, financial situation or particular needs.
Investments in discretionary managed accounts managed by Phillip Securities Pte Ltd (“PSPL”) are designed to produce returns over the medium to long term and are not suitable for short-term speculation. Investments are subject to investment risks including the possible loss of the principal amount invested and the risk of vesting discretionary trading power in PSPL for trading and managing for you a portfolio of capital markets products thereof. There can be no assurance that investment objectives will be achieved. Past performance is not necessarily indicative of future performance.
You may wish to obtain advice from a financial adviser before making a commitment to purchase any investment product or enter into any transaction or discretionary managed account agreement. In the event that you choose not to obtain advice from a financial adviser, you should consider whether the investment product or discretionary managed account is suitable for you. Our representatives appointed under the Financial Advisers Act (“FAA”) may be authorised to engage in non-FAA activities of marketing, client acquisition and client servicing of managed accounts services. Our representatives who are appointed under the Securities and Futures Act to conduct fund management activity (“FM Reps”), i.e. the Portfolio/Fund Managers, will be managing clients’ money and investments, in addition to marketing, client acquisition and client servicing of managed accounts services. Terms and conditions of PSPL discretionary MA services shall apply and you can obtain a copy of it from PSPL. You should read the terms and conditions before deciding to invest in the discretionary MA service(s). Investments in the discretionary MA mentioned herein are not obligations of, deposits in, or guaranteed by PSPL or any of its affiliates.
This advertisement has not been reviewed by the Monetary Authority of Singapore.