Our Portfolios | SMART

Our Portfolios

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.

Periodic Portfolio Rebalancing

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.

    Using both Top-Down and Bottom-up Approach Team’s core competencies:
    • Country Specialist
    • ETF Specialist
    • Fundamental and Technical Analysis
    Access to regional research network

Portfolio Performance*

SMART Portfolio Performance Mar 2021

*Composite Performance data as of 31 March 2021. Notes on Portfolio Performance here.


From the Desk of the CIO

2021 January – MAInsights

2021 February – MAInsights

2021 March – MAInsights 


See What Portfolio We Match for You

I am ready!
I am ready!