First Metro Consumer Fund
Take advantage of Philippine GDP by investing in First Metro Consumer Fund
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
Initial Amount
PHP 5,000.00
PHP 5,000.00
Additional Amount
Additional Amount
PHP 1,000.00
PHP 1,000.00
Holding Period
Holding Period
6 months
6 months
FEES AND HOLDING PERIOD
Sales Load
Sales Load
Maximum of 3%
Maximum of 3%
Redemption (less than 6 months)
Redemption (less than 6 months)
1%
1%
Redemption (6 months and beyond)
Redemption (6 months and beyond)
None
None
Management Fee
Management Fee
Up to 1.75% per annum
Up to 1.75% per annum
OTHER DETAILS
Transfer Agent
Transfer Agent
Metrobank Trust Banking Group
Metrobank Trust Banking Group
Custodian Bank
Custodian Bank
Citibank Philippines
Citibank Philippines
External Auditors
External Auditors
Sycip, Gorres, Velayo and Company (SGV& Co.)
Sycip, Gorres, Velayo and Company (SGV& Co.)
The Consumer Fund seeks to generate long-term returns from listed Philippines consumer equities. The Fund is suitable for aggressive investors with long-term investment horizon.
Fund Performance
FAMI Tools
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