(Formerly the UCPB Philippine Index Equity Fund) An aggressive fund intended for long-term investment objectives with an investment horizon of five to seven years. The fund seeks to provide investors with long-term capital growth by investing in the top 50 exchange-listed securities, based on market capitalization, on the Philippine Stock Exchange (PSE).
|A diversified portfolio of blue-chip equities listed on the Philippine Stock Exchange
|Minimum Additional Placement
|Minimum Holding Period
|30 calendar days
|1.50% 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