iAdvisor® Intelligent Portfolios

Choice

Investors can choose the portfolios to invest in

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Expert Management

Portfolios are constructured by the manager based on a transparent rules-based framework and regulary reviewed and rebalanced

Efficient Investing

At the click of a button, investors invest in the underlying securities that make up a portfolio

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Informed

Investors know what securities they have invested in and can monitor the risk and performance of the portfolio

Convenient

Access anytime, anywhere and on any device

Affordable

Low minimum investment thresholds and reduced fees

Real-time Performance, at your fingertips

Gives investors 24/7 access to everything they need to know about their investment portfolios such as risk indicators, performance metrics and P&L

Your investments, Your Choices

iAdvisor® allows investors to choose the portfolios to invest in – currently there are 28 pre-defined portfolios on iAdvisor® covering investment themes ranging from banking to Fourth Industrial Revolution themes like cyber-security, robotics, and driverless cars

  • Each iAdvisor® portfolio is designed to track an investment strategy or idea – for example, if an investor is looking for dividend yield in Singapore, the investor can invest in the “SMART Real Estate Singapore” portfolio
  • iAdvisor® allows real-time trade execution – at the click of a button, investors can for example, invest in the “SMART Real Estate Singapore” basket of 13 SGX-listed REITs and property stocks that currently provide an annual dividend yield of 5%
  • Investors invest directly in the underlying stocks of each iAdvisor® portfolio – they know exactly what securities they have invested in
  • iAdvisor® portfolios are fully customizable, regularly reviewed and re-balanced
  • Investors can access iAdvisor® anytime, anywhere and on any device
  • iAdvisor® makes investing affordable by applying low minimum investment thresholds

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