PMT Forum

News: Easy access to the Top 7 Most Popular discussion boards! Check them out on top of the PMT Forum homepage!

Search Money Investments
Shortcut to PMT Forum topics!

Click LIKE, TWEET or +1 to earn PMT Badges!

Author Topic: ADVICE: Unionbank Large Cap Philippine Equity Fund?  (Read 12677 times)

Offline rhipolito

  • Posting Specialist
  • **
  • Save, Invest then Re-invest
  • Awards Member since 2009
    • Awards
Re: ADVICE: Unionbank Large Cap Philippine Equity Fund?
« Reply #15 on: Jan 16, 2011, 03:37 PM »
  • Publish
  • GS,

    I recommend you visit www.monitormyfunds.com.  Then choose 'compare funds'.  Here, you can compare how mf's and uitf's perform against each other.  You can check how they did in one or  three months, 1 and three years, and even from inception.  From here, you can make a desicion based on their longterm performance.

    Thanks RP for the site. Astig!

    Offline desiderata

    • Junior Member
    • *
      • Awards
    Re: ADVICE: Unionbank Large Cap Philippine Equity Fund?
    « Reply #16 on: Jan 17, 2011, 09:56 AM »
  • Publish
  • is this similar to the other mutual funds? Do they have 'sales load' and is there a holding period or can I exit any time without any fees?

    Offline palailai

    • Posting Specialist
    • **
    • Gender: Male
    • Awards Member since 2007 Always Present! (in September 2014)
      • Awards
    Re: ADVICE: Unionbank Large Cap Philippine Equity Fund?
    « Reply #17 on: Jan 17, 2011, 02:16 PM »
  • Publish
  • is this similar to the other mutual funds? Do they have 'sales load' and is there a holding period or can I exit any time without any fees?

    UITF has no sales load unlike Mutual Fund.  Those sales load are actually commission for the agent.

    PMT Forum

    Re: ADVICE: Unionbank Large Cap Philippine Equity Fund?
    « Reply #17 on: Jan 17, 2011, 02:16 PM »


    * * * * * sponsored links * * * * *

    Offline offside

    • Newbie
    • *
      • Awards
    Re: ADVICE: Unionbank Large Cap Philippine Equity Fund?
    « Reply #18 on: Jan 17, 2011, 11:33 PM »
  • Publish
  • i checked out monitormyfunds pero hindi pala ok.  mas maganda ang bloomberg.com

    kung may nakakaalam ng masmaganda sa bloomberg, pa post naman ng info

    thanks

    Offline richpulubi

    • Forum Idol
    • *****
    • Awards Member of the Month Stocks Superstar Member since 2007 PMT Lounge Addict Banking and Insurance Boss Investments Idol
      • Awards
    Re: ADVICE: Unionbank Large Cap Philippine Equity Fund?
    « Reply #19 on: Jan 18, 2011, 08:43 AM »
  • Publish
  • i checked out monitormyfunds pero hindi pala ok.  mas maganda ang bloomberg.com

    kung may nakakaalam ng masmaganda sa bloomberg, pa post naman ng info

    thanks

    Kindly share with us the link so we can check it out too! Thanks!

    Guys bear in mind that UB is owned by the Aboitizes, and the rapid growth of the aboitiz companies last year is the reason why ubef outperformed the other ef's.  Insider trading anyone?

    And so, if you think the aboitiz companies will do well this year, then buy ubef.

    Re: ADVICE: Unionbank Large Cap Philippine Equity Fund?
    « Reply #20 on: Jan 18, 2011, 12:04 PM »
  • Publish
  • ^ Very good info. thanks rich. Now lets do our research regarding Aboitiz forecast for this year :)

    Offline freefront

    • VIP Member
    • *
    • Awards PSE Stock Trader News Genius Music Maniac Member of the Month Sweet Lover Member since 2008 PMT Lounge Addict Banking and Insurance Boss Investments Idol Stocks Superstar Chikador / Chikadora
      • Awards
    Re: ADVICE: Unionbank Large Cap Philippine Equity Fund?
    « Reply #21 on: Jan 20, 2011, 07:33 AM »
  • Publish
  • UITF has no sales load unlike Mutual Fund.  Those sales load are actually commission for the agent.

    "A rose is a rose by any other name." Of course there is a sales load/fee buried somewhere in there. They do have a CIO and his minions to monitor stocks and other securities and they occupy an office space. They do business, therefore, you deal with them- you pay.They don't do it out of the goodness of their heart.  :DIt is just a matter who gets a bigger bite out of your capital.

    Offline jasonkd

    • Newbie
    • *
      • Awards
    Re: ADVICE: Unionbank Large Cap Philippine Equity Fund?
    « Reply #22 on: Jan 23, 2011, 02:10 AM »
  • Publish
  • UB is now at 399 per share. It's the lowest it's been in the past 3 months, but we're seeing a downward trend. Do you think it's a good time to go in the market?

    Offline jasonkd

    • Newbie
    • *
      • Awards
    Re: ADVICE: Unionbank Large Cap Philippine Equity Fund?
    « Reply #23 on: Jan 24, 2011, 01:57 PM »
  • Publish
  • I just entered the market. It closed today at 396, good price I hope :P
    « Last Edit: Jan 24, 2011, 09:35 PM by jasonkd »

    Offline mey28

    • Associate Member
    • *
      • Awards
    Re: ADVICE: Unionbank Large Cap Philippine Equity Fund?
    « Reply #24 on: Jan 31, 2011, 11:27 AM »
  • Publish
  • meron ba sila fees in case you transder funds lets say from equity to bond or money market fund? What fees to expect if i opt to invest?

    Offline offside

    • Newbie
    • *
      • Awards
    Re: ADVICE: Unionbank Large Cap Philippine Equity Fund?
    « Reply #25 on: Feb 14, 2011, 06:38 PM »
  • Publish
  • 392 na. please, paakyat naman bukas :)

    Offline botbot16

    • Newbie
    • *
      • Awards
    Re: ADVICE: Unionbank Large Cap Philippine Equity Fund?
    « Reply #26 on: Apr 01, 2011, 11:16 AM »
  • Publish
  • Hi guys, why do they have bid and ask in their website? Does it mean they also have front load like mutual funds? Thanks

    Offline uprising

    • Probie
    • *
      • Awards
    Re: ADVICE: Unionbank Large Cap Philippine Equity Fund?
    « Reply #27 on: Apr 06, 2011, 09:40 AM »
  • Publish
  • Quote
    It was the ltci and 91 t-bill funds

      bakit closed na?
    http://simplepeso.blogspot.com/

    Offline butuan_888

    • Junior Member
    • *
      • Awards
    Re: ADVICE: Unionbank Large Cap Philippine Equity Fund?
    « Reply #28 on: Apr 06, 2011, 10:56 AM »
  • Publish
  • Hi,

    I currently have around P200k in savings and I want to start investing in the money market for a period of 1-1.5 years for now. The Unionbank Large Cap UITF interests me (opening balance of P100k) because of it's performance over the last 2 years especially. I'm hesitant about investing in it because the price of it is so high right now and I'm scared of it dropping.

    Any advice on what I should do?

    if you will just put a single amount ( no subsequent / additional regular investments)....the chances of losing value of your single investment when the price goes down....and down will be immenent

    however...just like any equity linked investment product (UITF / MF / Single Pay VULs)...; the timing of the entry of investement is not that much of a factor of gains.....BUT by the amount of time you put your money stay invested and for how often you make subsequent regular investments to average off your unit cost (peso cost averaging).

    in Union Bank....you may fund your UITF from your CASA account as it can be auto debited regularly upon your choice of frequency
    « Last Edit: Apr 06, 2011, 11:02 AM by butuan_888 »

    Offline j_l

    • Junior Member
    • *
      • Awards
    Re: ADVICE: Unionbank Large Cap Philippine Equity Fund?
    « Reply #29 on: Apr 08, 2011, 07:29 PM »
  • Publish
  • hi guys,
    i am just wondering kung ano ang difference ng: "bid", "offer", "mid/last" (different pricing ito ng NAVpU) and how can this affect your investment. Kasi ganito ang pricing ng NAVpU sa unionbank, sa mismong website nila. Does "offer" mean yung mismo ang basehan or talagang offer na price tapos ang bid ay kung maramihan ka bumili or kung gusto mo ng discount.......... ah basta naguguluhan ako minsan iniisip parang exchange rate ang datingan kung saan yung mid/last ang ibigsabihin ay huling presyo ng palitan ng currency....... Sa BDO wala namang ganito at isa lang basis nila or pricing nila.

    Kaka-invest ko lang kasi sa Large Cap kahapon at pag nagtatanong ako yung "offer" na NAVpU ang binibigay sakin iniisip ko tuloy lugi ako kasi yung "offer" ang pinakamataas na price compared to "mid/last" and "bid". Iniisip ko kasi sa mga humihingi lang ng discount or maramihan bumili ng units ang "bid" price, e hello 100,000 naman kaya ang minimum participation & dati pa talaga ang basehan ko ay yung mid/last kasi iyon ang refference ng "uitf.com" kaya naman parang feeling ko nalugi ako kasi ine-expect ko na sa "mid/last" ko siya mabibili na masmababa ng konti sa pricing ng "offer".

    Please enlighten me guys......Thnx in advance!

    PMT Forum

    Re: ADVICE: Unionbank Large Cap Philippine Equity Fund?
    « Reply #29 on: Apr 08, 2011, 07:29 PM »
    * * * * * sponsored links * * * * *

     

    Related Topics

      Subject / Started by Replies Last post
    16 Replies
    5308 Views
    Last post Dec 23, 2012, 01:04 AM
    by personalfinanceapprentice
    398 Replies
    26777 Views
    Last post Dec 14, 2013, 10:30 PM
    by mxherr5
    3 Replies
    914 Views
    Last post Sep 03, 2013, 06:56 AM
    by VeneurlArgent
    15 Replies
    2681 Views
    Last post Dec 03, 2013, 12:15 AM
    by Wadup


    * Recent Topics

    * PMT Shoutbox

    Refresh History
    • hex: BDO umaariba!
      Nov 26, 2014, 12:08 PM
    • hex: Hindi ako maka login sa COL
      Nov 26, 2014, 12:07 PM
    • Terzaghi: nkakalog-in ba kayo sa COL?
      Nov 26, 2014, 11:51 AM
    • francesdeniel: tanong ka na kuya!
      Nov 26, 2014, 12:02 AM
    • regor: sira ba ang login ng COL?
      Nov 24, 2014, 09:04 AM
    • KuyaJosh: hello puede po magtanong?
      Nov 22, 2014, 08:59 PM
    • Jayumaster: Ay, di pala nakapagtanong
      Nov 22, 2014, 05:33 PM
    • Jayumaster: ala na, nagrebound na sya after niyang magtanong.
      Nov 22, 2014, 05:33 PM
    • kd: gd am pips
      Nov 22, 2014, 03:11 PM
    • izumi2730: ano
      Nov 22, 2014, 11:15 AM
    • izumi2730: hi
      Nov 22, 2014, 11:15 AM
    • daphne: Gudam!!!!
      Nov 22, 2014, 09:34 AM
    • Jayumaster: Good morning!
      Nov 22, 2014, 12:04 AM
    • INDO: ano yon?
      Nov 21, 2014, 12:41 PM
    • mariel.bantisil.7: hi everyone ewbie here ., i hav a question
      Nov 21, 2014, 12:32 PM
    • danconcon: yeba!
      Nov 20, 2014, 09:25 PM
    • himechan14: hello :)
      Nov 20, 2014, 01:06 AM
    • Jayumaster: Heeeelp!
      Nov 19, 2014, 11:13 PM
    • lyzl: hi everyone
      Nov 19, 2014, 12:50 PM
    • himechan14: hello folks! may shoutbox pala PM ^_^
      Nov 19, 2014, 04:33 AM
    • Jayumaster: Hello! HPls
      Nov 18, 2014, 07:29 PM
    • pinoyeuro: What's your problem ims? baka makatulong ako kung forex.
      Nov 18, 2014, 07:24 PM
    • ims: anyone knows about forex i have a problem po kasi pls kindly pm me thanks
      Nov 18, 2014, 01:13 PM
    • ims: hello
      Nov 18, 2014, 01:01 PM
    • ims: hi
      Nov 18, 2014, 01:00 PM
    • pinoyeuro: Eh yung ibang message nga tungkol sa pagpapautang di tinanggal obvious naman na exploitation ang gagawin sa mangungutang  :bahalaka:
      Nov 17, 2014, 11:47 PM
    • pinoyeuro: Bakit tinanggal ang message ko kahapon? :harhar:
      Nov 17, 2014, 11:44 PM
    • pinoyeuro: :hello:
      Nov 16, 2014, 11:55 PM
    • lyzl: :)
      Nov 16, 2014, 02:58 PM
    • emotion: :rakenrol: pa tulong nman po
      Nov 16, 2014, 12:57 PM
    • emotion: bago lng
      Nov 16, 2014, 12:56 PM
    • emotion: newbie po panu po mka pag ear ng load dto
      Nov 16, 2014, 12:55 PM
    • nelson06rj: :D
      Nov 14, 2014, 05:14 PM
    • nelson06rj: :applause:
      Nov 14, 2014, 05:13 PM
    • nelson06rj: New member...here
      Nov 14, 2014, 05:12 PM
    • lyzl: hello everyone
      Nov 13, 2014, 01:42 PM
    • Wills: PLDT
      Nov 13, 2014, 01:02 PM
    • Wills: @pinay57 TEL
      Nov 13, 2014, 01:02 PM
    • pinay57: saan ba pweding maginvest na may generating income as passive income or dividend.pls share mga ka pmt. member.thank you
      Nov 13, 2014, 12:14 AM
    • kiriyama: Kapag hindi na match lahat ng order mu then kinbukasan nag match na...mas mtaas ba ung rate ng tax? specially kung ung natia na hindi na match is less than 8k?
      Nov 12, 2014, 10:58 PM
    • lyzl: i'm still exploring this website and i'm enjoying reading posts :)
      Nov 11, 2014, 09:47 PM
    • lyzl: Hello everyone.. have a good day :)
      Nov 11, 2014, 01:57 PM
    • lyzl: hi everyone..
      Nov 10, 2014, 08:49 PM
    • lyzl: hi everyone.. im just new here.. :)
      Nov 10, 2014, 08:49 PM
    • george88: Hoy veneurlargent madami ngayon kailangan ng tuition oversupply nga eh =)
      Nov 10, 2014, 08:18 PM
    • VeneurlArgent: Sino mga chica babes dyan gusto mangutang send lng sakin mga Full body Picture kung pasado pm ko ung collateral medyo kakaiba nga lang :hihi: :peace:
      Nov 09, 2014, 01:57 PM
    • francesdeniel: pwede cguro basta kasama pa rin si ina raymundo.
      Nov 07, 2014, 11:53 PM
    • Terzaghi: sa school namin during my days eh thursday nman ang gimik night..
      Nov 07, 2014, 12:11 PM
    • singkit_1588: friday nyt na ata ang uso.haha
      Nov 07, 2014, 09:00 AM
    • francesdeniel: Uso pa ba ang sabado nights?
      Nov 07, 2014, 01:29 AM
     
     
    Welcome, Guest. Please login or register.
    Did you miss your activation email?

    * Must-Read Topics!

    * Active Posters Today

    akoni akoni
    8 Posts
    pulubing_palaboy
    6 Posts
    amonlyhuman
    5 Posts
    GoodSteward
    4 Posts
    Market_Market
    4 Posts
    masterpachu
    3 Posts
    bauer
    2 Posts
    INDO INDO
    2 Posts
    jhun.alveoland
    2 Posts
    cebuguy
    2 Posts

    * Vote in this Poll!

    • Pabor ka bang service elevator ng condo lang ang dapat gamitin ng maids, drivers, etc.?
    • Dot Yes
    • 6 (37%)
    • Dot No
    • 10 (62%)
    • Total Members Voted: 16
    • View Topic

    * PinoyMoneyTalk.com

    * SPAM-free PMT!

    Help clean up the PMT Forum by reporting spam posts, troll messages, PM solicitation, or any other problem posts or members! Click the "Report to moderator" link at the bottom of every post.
    BloQcs design by Bloc
    SMF 2.0.4 | SMF © 2013, Simple Machines
    SMFAds for Free Forums
    SimplePortal 2.3.5 © 2008-2012, SimplePortal