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The MUTUAL FUND IDEA

February 8, 2007

What is a MUTUAL FUND?

It is a systematic method of saving and investing money by pooling the funds of small and large investors of similar investment objectives. These investors turned into shareholders, own proportionate share of the fund's asset.

A Popular Choice

In other countries, more and more people are turning to mutual funds to meet their investment goals. In the United States, mutual funds are used as savings and investment tools for:

  • Retirement Income
  • College Education Fund
  • Other future financial needs

Why put your money in MUTUAL FUNDS?

AFFORDABILITY - You can start the fund with a minimal investment requirement of Php. 5,000.

SUPERIOR YIELD - Your money can outpace inflation since rate of return are normally higher than inflation rate and bank deposits.

PROFESSIONAL MANAGEMENT - A financial expert can handle your investment prudently and wisely.

DIVERSIFICATION - Pooled funds are invested in a wide array of investments (stocks and bonds) that help reduce risk.

LIQUIDITY - You can redeem your shares at the prevailing Net Asset Value Per Share, which is computed daily and is published in Business World and Business Mirror.

TRANSPARENCY - We are highly regulated by the Securities and Exchange Comission under the Investment Company Act and its implementing rules.

      

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