For Medium-term Investment Goals A moderate fund suitable for financial objectives with an investment horizon of three to five years; The fund aims to generate a steady stream of income through a diversified portfolio of tradable peso-denominated fixed-income investments such as government securities, corporate bonds, and bank deposits.
Porfolio Mix | Diversified portfolio of fixed-income securities such as tradable government securities, corporate bonds, and special bank deposits | |
Initial Investment | P5,000.00 | |
Minimum Additional Placement | P1,000.00 | |
Minimum Holding Period | 30 days | |
Trustee Fee | 1.00% per annum based on the gross portfolio value of the Fund | |
Penalty per early withdrawals | 25% of earnings (net of final withholding tax and trustee fee), but not less than P500.00 |
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