A PORTFOLIO OF QUALITY, HIGH GRADE EQUITY SECURITIES.
SAVE AND LEARN PHILIPPINE INDEX FUND, INC.
(Formerly ONE WEALTHY NATION FUND, INC.)
Provide small investors with the opportunity to access the capital markets and enable them to reap satisfactory returns on their investments through prudent selection of equity securities, and the professional management and supervision of the Fund.
|Inception Date||December 11, 2013|
|Currency||Philippine Peso (Php)|
|Risk Profile||Moderate to Aggresive|
|Initial Amount||Php 5,000.00|
|Additional Amount||Php 1,000.00|
|Holding Period||6 months|
|Transfer Agent||Metrobank Trust Banking Group|
|Custodian Bank||The Hongkong and Shanghai Banking
Corporation Ltd (HSBC)
|External Auditors||Sycip, Gorres, Velayo and Company
(SGV & Co.)
|Management Fee||Up to 1.875%|
|SALES LOAD||REDEMPTION FEE|
|Investment Amount||Sales Load||Retention Period||Fee|
|Maximum of 3%||Less than 180 days||1.0%|
|180 days and beyond||none|