Build Wealth For Your Future Without Compromising Your Security
SAVE AND LEARN EQUITY FUND
The investment objective of the Fund is to seek long-term capital appreciation by investing primarily in carefully selected listed and non-listed equity securities.
OVERVIEW |
Inception Date | September 06, 2005 |
Currency | Philippine Peso (Php) |
Risk Profile | 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 1.875% per annum |
SALES LOAD | REDEMPTION FEE |
Maximum of 3% | Retention Period | Fee |
| Less than 6 months | 1.00% |
| 6 months and beyond | NIL |