SAVE & LEARN MUTUAL FUNDS
As of June, 2009, FAMI manages four mutual funds:
SAVE & LEARN EQUITY FUND (SALEF) – This is an actively managed portfolio of selected stocks with strong balance sheets and attractive valuations. Its goal is to provide growth through long-term capital appreciation. It is an ideal investment for investors seeking high growth with high risk. For more details, download the SALEF PROSPECTUS.
SAVE & LEARN FIXED INCOME FUND (SALFIF) – A mutual fund invested in a well-managed portfolio of selected high grade fixed income generating instruments, such as bonds, commercial papers, and other money market instruments. Its goal is to provide as high a level of income as is consistent with preservation of capital and liquity. This is best suited for those who desire low to moderate income growth with low risk. For more details, download the SALFIF PROSPECTUS.
SAVE & LEARN BALANCED FUND (SALBF) - A mutual fund invested in a mix of fixed-income securities and stocks. Its goal is to provide total return consisting of as high a level of current income as is consistent with preservation of capital, liquidity and long-term capital appreciation. It is ideal for those who desire moderate growth and willing to assume moderate-to- high risk. For more details, download the SALBAF PROSPECTUS.
SAVE & LEARN MONEY MARKET FUND (SALMF) - A mutual fund classified as low risk. Its goal isto provide good return through current income by investing in fixed income instruments and securities with short term investment period such as government securities, time deposits, short-term deposit agreements, among others. For more details, download the SALMF PROSPECTUS.
Read more about the latest performance of these Save & Learn Funds here: FUND PERFORMANCE
If you wish to learn more about what mutual funds are, here are useful links:
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