Welcome to Yorkville Capital & Investments.

  8451-1378, 8373-7922   4th Floor Travellers Life Building, 490, Kalaw Ave, Ermita, Manila, 1000

HomeSave and Learn Money Market Fund

Save and Learn Money Market Fund

This Fund is for you if:

  • You want to park your money while waiting for better opportunities but you don’t want to be limited with low savings returns or locked by time deposits
  • You are retired and want to park your retirement pay in an alternative instrument with returns better than savings or a time deposit
  • You want a portion of emergency funds to generate a few returns rather than leaving it all in savings

Inception Date

December 7, 2018

Currency

Philippine Peso (PHP)

Risk Profile

Stable

MINIMUM INVESTMENT

  • Initial Amount: PHP 5,000.00
  • Additional Amount: PHP 1,000.00
  • Holding Period: 7 days

FEES AND HOLDING PERIOD

  • Sales Load: None
  • Redemption (within 7 business days): 1%
  • Redemption (8 days and beyond): None
  • Management fee: 0.5% per annum

OTHER DETAILS

  • Transfer Agent: Metrobank Trust Banking Group
  • Custodian Bank: Citibank Philippines
  • External Auditors: Sycip, Gorres, Velayo and Company (SGV & Co.)

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