It has consistently provided superior returns to its investors since it was launched. What portion of your investment can be placed in medium or long term investments, i.e., more than 3 years? I need to draw regular income from my investments and may use a portion of the principal in the short term. Their functions include collecting data on user interactions and more. Similarly, declining points of the PSE index could signal market pessimism because investors could be expecting lower financial retur… Risk Profile Aggressive. It measures the fair market value of the fund’s assets and liabilities providing a realistic appraisal of the mutual fund company’s current financial situation. 8. Hi, Seph. 5. Fund Manager Security Bank . 90% Philippine Stock Exchange Index10% 91-day Philippine T-Bill. 2. The various ALFM Funds allow clients to diversify and to spread risks across different asset classes and multi-currencies. His invention was a way for investors to mimic a particular market’s performance but at a much lower cost than what mutual funds charge. Over P5 M (USD 100,000) up to P30 (USD 600,000). The Fund Manager then uses the accumulated asset base to buy securities in accordance with the Fund’s investment objectives. Whats is your knowledge and experience on investments? An investor who seeks a relatively stable return on investment that is slightly higher than traditional term deposit and who is willing to take minor negative fluctuations in returns. Thanks. The Fund aims to track the performance of the Philippine Stock Exchange Composite Index (PSEi). 7. Hi Bea. I will be very concerned and will find safer investment outlets, which are not necessarily cash. To date, it is the only index tracker mutual fund that fully replicates the PSEi. I have experience investing in mutual funds, UITFs, foreign currencies and direct invesment in listed stock and bonds. : 506-0889, 975-6457, 506-0913. The Fund was incorporated on August 5, 2005 to engage primarily in the business of investing, reinvesting, and trading of securities and to operate as an open-end investment company. Next: Previous: Performance. For investors who are looking for an investment which mirrors the performance of the Philippine Stock Exchange Index (PSEi), Philequity PSE Index Fund (PPSE) is the perfect solution. It’s going to involve making a forecast 30 years into the future, and then see which one actually gives you higher take-home pay. The Philippine Stock Index Fund is a long-term investment outlet that allows you to diversify your money in a mix of domestic stocks. You can also review the Google Sheet of this forecast. Fund Facts. For Joint Accounts and/or Non-BPI Express Online Users: What to expect in the stock market in 2015, Fixed Income Market expected to trend up this year, Minimum Initial Investment/ Maintaining Balance, Minimum Transaction Amount/Minimum RSP Amount. It should be on the very last cell under BDO PIF column. Hi Patty. Index Values as of December 29,2020. Philippine Mutual Funds Price List Track and monitor the performance of all mutual funds in the Philippines. Thus Equity Funds that are invested in the PSE would likely follow the trend and incur steep losses too. II. How do I invest in a mutual fund? The ALFM Euro Bond Fund is ideal for investors who want attractive returns for their Euro funds. It is a free-float, capitalization-weighted index. Its total amount already includes the tax credit of 23,788 pesos. From the forecast made above, the management fee has the most impact on your returns. ALFM Mutual Funds pools the money of numerous investors in order to provide them with instant diversification and asset allocation without the high costs needed to create individual portfolios. Mutual funds are not desposits and not guaranteed by the Philippine Deposit Insurance Corporation. The Fund isNOT a DEPOSIT product and is not an obligation of, or guaranteed, or insured by the FundManager, and is not insured by the Philippine Deposit Insurance Corporation (PDIC). Low. The ALFM Peso Bond Fund is the largest mutual fund in the Philippines. For more information, please visit our comment policy. This website is best viewed using the latest version of Google Chrome, Safari, Mozilla Firefox, and Internet Explorer, Philippine Stock Index Fund Corp. - 2020 Annual General Meeting, ALFM Growth Fund Inc. - 2020 Annual General Meeting, ALFM Euro Bond Fund Inc. - 2020 Annual General Meeting, ALFM Dollar Bond Fund Inc. - 2020 Annual General Meeting, ALFM Peso Bond Fund Inc. - 2020 Annual General Meeting, ALFM Money Market Fund Inc. - 2020 Annual General Meeting, Philippine Stock Index Fund Corp. - 2018 Annual General Meeting, ALFM Growth Fund Inc. - 2018 Annual General Meeting, ALFM Euro Bond Fund Inc. - 2018 Annual General Meeting, ALFM Dollar Bond Fund Inc. - 2018 Annual General Meeting, ALFM Peso Bond Fund Inc. - 2018 Annual General Meeting, ALFM Money Market Fund Inc. - 2018 Annual General Meeting, Key Information and Investment Disclosure Statements (KIIDS). Fee is imputed into the net asset value ( NAV ) of the Philippine... 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