This Fund is for you if:
- You want to invest in stocks but find it to tedious or time-consuming to pick companies on your own
- You want a professional who can determine the best companies to invest in and actively manage the fund for the most viable opportunities
- You believe in the strength of Philippine economy and that it will recover and continue to rise in the next 5 years
- You are willing to invest for at least 5 years or have a long term investment horizon
- You are aware of the volatilities of the prices and still want to invest for potentially higher returns
Inception Date
September 06, 2005
Currency
Philippine Peso (PHP)
Risk Profile
Maximize
MINIMUM INVESTMENT
- Initial Amount: PHP 5000.00
- Additional Amount: PHP 1000.00
- Holding Period: 6 Months
FEES AND HOLDING PERIOD
Sales Load : Maximum of 3%Redemption (less than 6 months) 1%
Redemption (6 months and beyond) None
Management Fee: Up to 1.875% per annum
OTHER DETAILS
- Transfer Agent: Metrobank Trust Banking Group
- Custodian Bank: Citibank Philippines
- External Auditors: Sycip, Gorres, Velayo and Company (SGV & Co.)