This Fund is for you if:
- You wish to take advantage of the one of the Philippines’ pillar of growth: consumer spending.
- This fund is broad based and invests in companies whose revenues are generated from consumer themed stocks.
Inception Date
January 12, 2018
Currency
Philippine Peso (PHP)
Risk Profile
Maximize
MINIMUM INVESTMENT
- Initial Amount: PHP 5,000.00
- Additional Amount: PHP 1,000.00
- 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 1.75% per annum
OTHER DETAILS
- Transfer Agent: Metrobank Trust Banking Group
- Custodian Bank: Citibank Philippines
- External Auditors: Sycip, Gorres, Velayo and Company (SGV & Co.)