(Formerly the UCPB Equity Fund) An aggressive fund intended for clients with an investment horizon of five to seven years. The fund seeks to provide investors with long-term capital growth by actively investing in a diversified holding of equities listed on the Philippines Stock Exchange (PSE).
| Fund Classification | Equity Fund | |
| Portfolio Mix | A diversified portfolio of shares of stock of corporations listed at the Philippine Stock Exchange | |
| Initial Investment | P1,000.00 | |
| Minimum Additional Placement | P1,000.00 | |
| Minimum Holding Period | 30 calendar days | |
| Trust Fee | 1.75% per annum based on the gross portfolio value of the Fund | |
| Penalty per early withdrawals | 25% of earnings (net of final withholding tax and trust fee), but not less than PhP500.00 |
