A PORTFOLIO OF QUALITY, HIGH GRADE EQUITY SECURITIES.

SAVE AND LEARN PHILIPPINE INDEX FUND, INC.
(Formerly ONE WEALTHY NATION FUND, INC.)

The Index Fund seeks to generate returns that would reflect the performance of the Philippine equities market by investing in equity securities included in the PSEi. The Fund is suitable for aggressive investors with long-term investment horizon.

OVERVIEW
Inception DateDecember 17, 2013
CurrencyPhilippine Peso (Php)
Risk ProfileAggressive
MINIMUM INVESTMENT
Initial AmountPhp 5,000.00
Additional AmountPhp 1,000.00
Holding Period6 months

OTHER DETAILS
Transfer AgentMetrobank Trust Banking Group
Custodian BankCitibank Philippines
External AuditorsSycip, Gorres, Velayo and Company
(SGV & Co.)
Management Feeup to 1.75% per annum
SALES LOADREDEMPTION FEE
Investment AmountSales LoadRetention PeriodFee
Maximum of 2%Less than 180 days1.0%
180 days and beyondnone