First Metro Asset Management Inc

Save and Learn Equity Fund

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.

Fund Description

The ideal fund for aggressive, long-term investors looking for the capital growth opportunities in the Philippine stock market.

Inception Date:
September 06, 2005 null
Investment Objective:
Long-tern Capital Growth
Investment Universe:
Stocks listed in the PSE
Risk Profile:
Aggressive
Minimum Investment Amount: Sales Load:
Minimum : P 5,000 Investment Rate
Additional: P 1,000 1,000 to 99,999 2.00%
100,000 to 499,999 1.50%
Transfer Agent: 500,000 to 1,999,999 1.00%
Metrobank 2,000,000 or higher 0.50%
Custodian Bank: Exit Fee
HSBC First 6 months 1.00%
External Auditor Management Fee
SGV & Co. Annual Fee 1.875%

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.

Fund Description

The ideal fund for aggressive, long-term investors looking for the capital growth opportunities in the Philippine stock market.

SEC I-View

To view this company’s corporate information submitted to the SEC, please visit this link: SALEF SEC I-view.

First Metro Asset Management Inc
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