Here's your SMART Portfolio
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Phillip SMART Portfolio invests primarily in Unit Trusts listed on major stock exchanges. It may also invest in Exchange-Traded Funds, closed-end funds, investment trusts, business trusts and Exchange-traded notes.
With any portfolio, market fluctuations cause your asset allocation to stray from its target. When that happens, it’s time to rebalance by buying underweight and selling overweight asset classes.
Rebalancing is critical to successful investing. Your Phillip SMART Portfolio efficiently rebalances across asset classes and reduces volatility to help your investment growth.
Portfolio Performance*
*Composite Performance data as of 30 June 2021. The Composite Returns represent past performance and is not indicative of future or current performance which may be higher or lower. Notes on Portfolio Performance here.
From the Desk of the CIO
2021 Apr-May – Investor Letter