Invest in the top performing Mutual Funds in the Philippines

A mutual fund invested in a mix of fixed-income securities and stocks. Its goal is to provide total return consisting of as high a level of current income as is consistent with preservation of capital, liquidity and long-term capital appreciation. It is ideal for those who desire moderate growth and willing to assume moderate-to- high risk.



Inception Date May 18, 2007
Type Balanced Mutual Fund
Investment Objective Long-term capital appreciation from a combination of market gains and interest income
Investment Universe Stocks listed in the PSE and fixed-income securities
Risk Profile Moderate
Minimium Investment Amounts Initial Invesment: Php 5,000.00 Additional Investment: Php 1,000.00

Sales Load Fee

Investment AmountRate
1,000 - 99,000 2.00%
100,000 - 499,0000 1.50%

Exit Fee

First (6) six months 1.00%

Management Fee

Annual Fee 1.75%