(Formerly the UCPB Equity Fund) An aggressive fund intended for clients with an investment horizon of five to seven years. The fund aims to generate returns that outperform its benchmark and achieve long-term capital growth, to the extent possible, by actively trading or investing in peso-denominated equity securities listed on the Philippines Stock Exchange (PSE).
|A diversified portfolio of shares of stock of corporations listed at the Philippine Stock Exchange
|Minimum Additional Placement
|Minimum Holding Period
|30 calendar days
|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