Fees matter. Over time, even small fees can make a big dent in your bottom line. That’s why Phillip SMART Portfolio charges no upfront fee, brokerage or platform fee – leaving you with more of your money to invest.
Investment management fees have traditionally been around 1.5% a year. The technology of Phillip SMART Portfolio allows us to offer a lower fee structure.
A key investing approach used in Phillip SMART Portfolio is to invest in low-cost ETFs that minimize embedded investment costs. It may also invest in unit trusts, closed-end funds, investment trusts, business trusts and Exchange-traded notes.
(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
