An aggressive fund intended for financial objectives with an investment horizon of five to seven years. The fund aims to generate capital growth while maintaining a steady stream of income through a combination of investments in peso-denominated listed stocks and tradable fixed-income securities.
|Fund Classification||Multi-Asset Fund (41% to 60% in Equities)|
|Portfolio Mix||A diversified portfolio of fixed-income securities and listed equities|
|Minimum Additional Placement||P1,000.00|
|Minimum Holding Period||30 days|
|Trust Fee||1.25% 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|