(Formerly the LANDBANK Equity Index Fund) An aggressive fund intended for clients whose investment horizon is greater than five years. The fund aims for long-term capital growth through investments in a diversified portfolio of peso-denominated listed equities.
Fund Classification | Equity Fund | |
Portfolio Mix | Up to 100% shares of stock of corporations listed at the Philippine Stock Exchange diversified in a portfolio of equities | |
Initial Investment | P5,000.00 | |
Minimum Additional Placement | P1,000.00 | |
Minimum Holding Period | 30 days | |
Trust Fee | 1.50% per annum based on the gross portfolio value of the Fund | |
Penalty per early withdrawals | 25% on the net earnings of the redeemed principal amount. At no instance shall the penalty be less than P500.00 |