Here's your SMART Portfolio
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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. |
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.