Phillip SMART Portfolio invests in Exchange-Traded Funds listed on major stock exchanges. It may also invest in unit trusts, 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.
*Composite Performance data from Mar 2017 to end Feb 2018. Notes on Portfolio Performance here.
From the Desk of the CIO
2017Q4 A Synchronized Recovery
2017Q3 Steering Through Truths and Half-Truths
2017Q1 Let’s Continue with Our Investment Journey
2016Q2 Managing your Money in This Volatile Climate
2016Q1 An On-Going Investment Journey
Views from Phillip Securities Research
