Save and Learn Equity Fund

Build Wealth For Your Future Without Compromising Your Security

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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

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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


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