OUR PRICING

Our fee is small. We think it's a big deal.

from 0.5% p.a.

Risk
Assessment

Portfolio
Matching

No fee for top-ups
and withdrawals

No upfront fee,
No brokerage &
No platform fee

 

Portfolio Type Portfolio Underlying Asset Management Fee
SMART Portfolio (General Investing) Unit Trust 0.5% p.a.
SMART Portfolio US Equity Equity Stocks 0.8% p.a.

Low Fees Add to Your Returns

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.

UPFRONT FEE
BROKERAGE
PLATFORM FEE

See What Portfolio We Match for you

I am ready!