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 | |
| Initial Investment | P5,000.00 | |
| 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 |
