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OUR PORTFOLIOS
Learn about our Portfolios
Our expert-built portfolios are strategically designed to minimize risk through diversification and are optimized for long-term wealth — all included in one low management fee starting from 0.5% p.a.
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Curated by Country Specialist
Periodic Rebalancing
Easy to personalize
UT Specialist
Cyborg Methodology
We utilise a unique Cyborg approach in managing our SMART Portfolios.
Our proprietary SMART Algorithm was created in-house by the Principal Data Scientist to digest more than 1000 data points daily,
at a breath and depth that cannot be simply interpreted at a human level, picking up robust and actionable signals.
Strict position limits for risk management are put in place to ensure optimisation for investment performance.
These data are provided to our Chief Investment Officer and Investment Team who will then utilise
their wealth of industry experience and expertise to make the final decisions for the portfolios.
We curate and build a portfolio for you
Phillip SMART Portfolio has services investing in either Unit Trusts or direct Equity Stocks. Explore our services to find a suitable portfolio for your needs.
Risk Type
Example Portfolio
Phillip SMART Portfolio - Income
Minimum investment amount: SGD 300
Up to 60%
Asian Bonds
US Bonds
Global Bonds
10%
25%
25%
Up to 40%
India Equity
US Large Cap Equity
US Tech Equity
6%
10.4%
23.6%
Phillip SMART Portfolio - Income & Growth
Minimum investment amount: SGD 300
Up to 40%
Asian Bonds
US Bonds
Global Bonds
4.8%
19.6%
15.6%
Up to 60%
India Equity
US Large Cap Equity
US Tech Equity
10%
25%
25%
Phillip SMART Portfolio - Growth
Minimum investment amount: SGD 300
Up to 30%
Asian Bonds
US Bonds
Global Bonds
3.6%
14.7%
11.7%
Up to 70%
India Equity
US Large Cap Equity
US Tech Equity
20%
25%
25%
Phillip SMART Portfolio - US Equity
Minimum investment amount: SGD 3,000 or USD 2,500
Up to 100%
Consumer Discretionary
Financials
Health Care
Industrials
Energy
Communication Services
Materials
30%
20%
10%
10%
10%
10%
10%
Note:
The actual portfolio holdings are subject to change without notice when the portfolios are rebalanced in accordance to prevailing investment conditions.
Portfolio Performance*
| Year to Date | 12 Months | |
|---|---|---|
| SMART Portfolio Income | 7.41% | 11.66% |
| SMART Portfolio Income & Growth | 10.23% | 14.19% |
| SMART Portfolio Growth | 11.66% | 14.50% |
| SMART Portfolio US Equity | 0.93% | 19.62% |
*Composite Performance data as of 30 Oct 2024. 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.
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.
From the Desk of the CIO
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