MUTUAL FUND DESCRIPTION & MINIMUM INITIAL INVESTMENT AMOUNTS: Philam Bond Fund – an open-end fixed income fund. Investment inputs include treasury bills, notes, bonds or other evidences of indebtedness guaranteed by the Republic of the Philippines. Minimum: Php5,000.00. Philam Dollar Bond Fund – an open-end fund, invested mainly in dollar-denominated fixed-income securities such as sovereign debts of the Philippines that are issued abroad. Minimum: $2,000.00. Philam Fund - a balanced fund invested both in fixed-income securities particularly government securities and issues at the Philippine Stock Exchange. Minimum: Php10,000.00. Philam Strategic Growth Fund – an equity fund. Long-term investment vehicle that gives superior capital growth through a professionally managed stock portfolio. Minimum: Php10,000.00. GSIS Mutual Fund – an open-end balanced fund. The main investment inputs of the fund include locally listed companies with medium to large capitalization, treasury bills, notes, high-grade commercial papers and other fixed-income instruments. Minimum: Php5,000.00. Philam Managed Income Fund – a long-term fixed-income investment that provides short-term cash requirements. Minimum: Php100,000.00. AIG Global Bond Fund, Philippines – a multi-currency fund. Invested in a wide array of reputable international bonds thus conveniently providing fund management expertise and better financial returns. Minimum: $10,000.00. First Metro Save & Learn Fixed-Income Fund – a conservative fund. Invested in government securities(treasury bills, notes and bonds) and other corporate and fixed-income instruments. It seeks to provide as high a level of current income as is consistent with the preservation of capital and liquidity. Minimum: Php5,000.00. First Metro Save & Learn Balanced Fund – a mixture of investments in government securities and other fixed-income instruments and listed or non-listed issues in the Philippine Stock Exchange. Ideal for investors who want to take advantage of the growth potentials of stock market investing while being tempered by steady returns of fixed-income securities. Minimum: Php5,000.00. First Metro Save & Learn Equity Fund – a fund designed to seek long-term capital appreciation by investing primarily in carefully selected listed and non-listed equity securities. Minimum: Php5,000.00. Philequity Peso Bond Fund – a fund designed for conservative investors. It aims to provide the opportunity to avail of stable debt instruments that normally require high capitalization. Minimum: Php10,000.00. Philequity Dollar Income Fund – a fixed-income mutual fund. It is the ideal fund for conservative investors that are on the look-out for higher returns on their dollar assets. Minimum: $2,000.00. Philequity PSE Index Fund – is a growth-oriented mutual fund that mirrors the shares of stocks that are included in the Phisix. Minimum: Php200,000.00. Philequity Fund – It is the ideal choice for investors looking for long-term capital appreciation but do not have the expertise and resources necessary to actively manage a stock portfolio. Minimum: Php5,000.00.
Posted on: Mon, 21 Oct 2013 03:42:59 +0000