Smart Portfolios: Professionally managed, advanced technology, low fees

This is the new era in investing. Proactively managed plans by experienced industry professionals with the use of advanced technology and fees that let your portfolio ‘breath’ over time and provide you steady income or growth. Probably the most diversified portfolio you ever had.

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put your money to work

Try out our calculator to see a projected outcome for your investment
Investment Amount
1,000
Monthly Investment
0
Investment Mode
Balanced
Tenure
10 Years

how we invest

We use funds from leading providers to build our range of five original Plans. Our experienced investment team uses low cost ETFs known as ‘passive investments’ to track global financial markets and give you the broadest access possible. You can add to or withdraw from your account whenever you want, and keep an eye on how it’s performing any time, either online or on our app. Simply choose how much you’d like to invest and the level of risk you are comfortable with and see how much your money could be worth.
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how your portfolio is put together

We invest in All Major, Global Assets Classes for you
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leading providers

We only use low-cost investments, such as ETFs from world’s leading providers to build diversified plans. We believe passive investing with active risk management to be more effective long-term than traditional investment strategies, where portfolio/fund managers pick individual stocks or bonds they think will do best. Learn More
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a transparent fee structure

Here at XSpot we believe the fees have to be reasonable for the investor so his portfolio can grow over the years. We also believe in full transparency that’s why we will inform you about all fees right from the start. We will never hide fees from you.
I want the fees of: Smart Wealth/Tailor Made Portfolio Management / Investment Advice
ongoing fees
fees type
XSpot Management Fees
Performance Fees
Avg. ETF Manager Fees*
Custody Fees
fees
0.75%
0.00%
third party fees
0.15%
0.15%
total
0.75%
0.00%
0.15%
0.15%
one time fees
Entry / Exit Fee
Corporate actions / Reports
Execution & Setttlement Fee
0.00%
0.00%
0.10%
0.00%
0.00%
0.10%
total fees
1.15%
XSpot Management Fees
0.75%
fees
third party fees
0.75%
total
Performance Fees
0.00%
fees
third party fees
0.00%
total
Avg. ETF Manager Fees*
fees
0.15%
third party fees
0.15%
total
Custody Fees
fees
0.15%
third party fees
0.15%
total
Entry / Exit Fee
0.00%
fees
third party fees
0.00%
total
Corporate actions / Reports
0.00%
fees
third party fees
0.00%
total
Execution & Setttlement Fee
fees
0.10%
third party fees
0.10%
total
1.15%
total fees

what do i get for my fee?

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past performance and track record

Here is how all our portfolios have performed from 30/10/2015 till 30/04/2020 after all fees taken. These figures represent actual past data
PORTFOLIO 6 - Aims for moderate growth without extreme volatility
Balanced Plan
Secured
All Time
30 Sep 12 - 31 Mar 20
+33.33%
+9.25% annualised
5 Years
31 Mar 15 - 31 Mar 20
+5.5%
+1.1% annualised
The chart illustrates past performance for Original Plans only from 01/10/2020. Previous than this date past performance data shown is simulated, but it represents real data from Bloomberg Terminal. Simulated past performance is not a reliable indicator of future performance.
Past performance is not a reliable indicator of future performance
When investing, your capital is at Risk

what our clients say