Take advantage of Philippine GDP by investing in First Metro Consumer Fund
FIRST METRO CONSUMER FUND
The Consumer Fund seeks long-term return from investments with concentration in companies that are part of the consumer industry and derive its revenues largely on consumer related business activities.. The Fund is suitable for investors who are willing to take higher risk for potentially high capital return over the medium to long term.
| OVERVIEW | |
|---|---|
| Conversion Date | January 12, 2018 |
| Currency | Philippine Peso (Php) |
| Risk Profile | Moderate Aggressive |
| MINIMUM INVESTMENT | |
|---|---|
| Initial Amount | Php 5,000.00 |
| Additional Amount | Php 1,000.00 |
| Holding Period | 6 months |
| OTHER DETAILS | |
|---|---|
| Transfer Agent | Metrobank Trust Banking Group |
| Custodian Bank | Citibank Philippines |
| External Auditors | Sycip, Gorres, Velayo and Company (SGV & Co.) |
| Management Fee | up to 1.75% per annum |
| SALES LOAD | REDEMPTION FEE | ||
|---|---|---|---|
| Investment Amount | Sales Load | Retention Period | Fee |
| 5,000 - 99,999 | 2.00% | Less than 6 months | 1.00% |
| 100,000 - 499,999 | 1.50% | 6 months and beyond | NIL |
| 500,000 - 1,999,999 | 1.00% | ||
| 2,000,000 and above | 0.50% | ||