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.

OVERVIEW
Inception DateDecember 11, 2013
CurrencyPhilippine Peso (Php)
Risk ProfileModerate to Aggresive
MINIMUM INVESTMENT
Initial AmountPhp 5,000.00
Additional AmountPhp 1,000.00
Holding Period6 months

OWN Portfolio Mix

OTHER DETAILS
Transfer AgentMetrobank Trust Banking Group
Custodian BankThe Hongkong and Shanghai Banking
Corporation Ltd (HSBC)
External AuditorsSycip, Gorres, Velayo and Company
(SGV & Co.)
Management FeeUp to 1.875%
SALES LOADREDEMPTION FEE
Investment AmountSales LoadRetention PeriodFee
Maximum of 2%Less than 180 days1.0%
180 days and beyondnone