Choose the
right fund for you
Are you ready to discover which mutual fund best suits you? Are you looking for maximum growth in the long run or short-term volatilities are fine with you?
Suitability Assessment Form
All fields are requiredStable
You are willing to accept some risk to the principal but adopt a balanced approach. Have an investment horizon for more than a year but not longer than 3 years and have low-risk tolerance.
Our recommendation
Fixed Income Funds
Save and Learn Fixed Income Fund
Stable Capital Preservation with FAMI’s Fixed Income Mutual Fund
Save and Learn Money Market Fund
Invest in Steady Growth of Income and Liquidity Through Short-term Debt Instruments
Grow
You are willing to invest for more than 3 years and have medium-risk tolerance. You want to achieve good returns but are uncomfortable taking high market risks.
Our recommendation
Balanced Funds
Save and Learn Balanced Fund
Long-term Capital Appreciation with FAMI’s Mutual Fund
Save and Learn F.O.C.C.U.S. Dynamic Fund
Diversified Portfolio with FAMI’s Mutual Fund
Save and Learn Dollar Bond Fund
Bonds Denominated in Dollars with FAMI
Maximize
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.
Our recommendation
Equity Funds
Save and Learn Equity Fund
Build Wealth For Your Future Without Compromising Your Security
Save and Learn Philippine Index Fund
Build Wealth For Your Future Without Compromising Your Security
First Metro Consumer Fund
Take advantage of Philippine GDP by investing in First Metro Consumer Fund
First Metro Exchange-Traded Fund *
The First Exchange-Traded Fund in the Country.