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LANDBANK Equity Fund


(Formerly the LANDBANK Equity Index Fund) An aggressive fund intended for clients whose investment horizon is greater than five years. The Fund aims to generate returns that are at least at par with the performance of its benchmark and seeks long-term capital growth, to the extent possible, through investing in a concentrated portfolio of peso-denominated stocks listed on the Philippine Stock Exchange (PSE).

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
LANDBANK Equity Fund - Declaration of Trust

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