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LANDBANK Balanced Fund

(Formerly the UCPB Balanced Fund) An aggressive fund that is suitable for investment objectives with an investment horizon of five to seven years. The fund seeks to provide its participants with long-term capital appreciation and income by investing in a diversified portfolio of fixed-income securities and up to 80% of the fund in peso-denominated listed equities.

Fund Classification Multi-Asset Fund (61% to 80% in Equities)
Portfolio Mix A diversified portfolio of equities and fixed-income securities
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
LANDBANK Balanced Fund - Declaration of Trust

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