Save and Learn Equity Fund
Build Wealth For Your Future Without Compromising Your Security
This Fund is for you if:
- You want to invest in stocks but find it to tedious or time-consuming to pick companies on your own
- You want a professional who can determine the best companies to invest in and actively manage the fund for the most viable opportunities
- You believe in the strength of Philippine economy and that it will recover and continue to rise in the next 5 years
- 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
Inception Date
September 6, 2005
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 1.875% per annum
Up to 1.875% 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 Equity Fund seeks long-term capital appreciation by investing primarily in equities listed in the Philippine Stock Exchange, suitable for aggressive investors with long-term investment horizon.
Fund Performance
FAMI Tools
Now you are ready to get started, select any of the complimentary tools below. Remember, there is no wrong answer. You are simply picking your preferences based on your life goals.
