PMT Forum

News: Say congrats to our January 2015 Member of the Month: bajoyjoy! :winner:

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 13288 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
      • 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 Food and Health Expert 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
    5684 Views
    Last post Dec 23, 2012, 01:04 AM
    by personalfinanceapprentice
    398 Replies
    29069 Views
    Last post Dec 14, 2013, 10:30 PM
    by mxherr5
    3 Replies
    1033 Views
    Last post Sep 03, 2013, 06:56 AM
    by VeneurlArgent
    15 Replies
    2973 Views
    Last post Dec 03, 2013, 12:15 AM
    by Wadup


    * Recent Topics

    * PMT Shoutbox

    Refresh History
    • lowije_dapogs: aanhin po ni0 ang outlook na us/canada? gagamitin pang-scam?
      Jan 31, 2015, 03:04 PM
    • overdrive123: buying outlook email us or canada po ginawa pm me po sa price
      Jan 31, 2015, 02:49 PM
    • bajoyjoy: wow, congrats, fellow PMT veteran dhondiex27... mag-active ka na ulit! ;)
      Jan 31, 2015, 09:20 AM
    • dhondiex27: Naka seven yrs. Na pala ako dto sa pMt....
      Jan 31, 2015, 07:58 AM
    • Jamespampanga: Ang Kanyang Salita at ang kaligtasan sa pamamagitan ni Kristo Hesus... Hindi puro pera dahil hindi mo naman madadala sa langit yan.
      Jan 30, 2015, 04:38 PM
    • Jamespampanga: Ok lang na may religion section para pag usapan ang mga matured and spiritual talks at makakilala pa ang maraming pinoy sa ating Panginoong Hesus.
      Jan 30, 2015, 04:37 PM
    • regor: Sir rds tumpak kung makapang ingganyo eh animoy walang sabit sigurado ang kita..!
      Jan 29, 2015, 07:05 PM
    • rds: mas lalo na pag "guaranteed" and kita, at pag wala kang ma-recruit ibabalik pera mo --- wagas!
      Jan 29, 2015, 01:30 PM
    • Terzaghi: religion-related threads eh parang flavor of the month lang... networking/MLM posts are still the undisputed flavor of the year =)
      Jan 28, 2015, 10:25 PM
    • kiriyama: na mimiss ko na si katkatmachine  :watchuthink:
      Jan 28, 2015, 10:20 PM
    • bajoyjoy: Don't hesistate to post Jayu esp if u have something worthwhile to say... the discussions form part of PMT history. ;)
      Jan 28, 2015, 03:35 PM
    • Jayumaster: :rofl: :rofl: :rofl: :rofl:
      Jan 28, 2015, 03:24 PM
    • rds: Pwede na kayang i convert to cash itong SMPH ko at LRI, mas napophobia pa ako pag all-time high kaysa nagmura...strange.
      Jan 28, 2015, 02:50 PM
    • rds: ok...55 less 1...and counting
      Jan 28, 2015, 02:48 PM
    • Jayumaster: count me less
      Jan 28, 2015, 01:18 PM
    • rds: Buhay naman PMT ah...tingnan mo yung Blood Moon Prophecy thread, naka 55 replies (and counting) in a day...
      Jan 28, 2015, 12:36 PM
    • freefront: ay mali! FG pala. Hindi ako nag-review. Sorry  :hihi:
      Jan 28, 2015, 11:24 AM
    • freefront: Guys, i think member Amaranth said before that this is the least moderated forum he has ever been. Ayaw din nya siguro mapanot at quota na sya sa drama sa buhay, ayaw na nya tayo isali. Ngayon GF---nasan na ang "IGNORE" button. May banat naman talaga na foul minsan.
      Jan 28, 2015, 11:23 AM
    • freefront: FG- I'll  try the subscribe button for the replies. But PM's haven't been forwarded, except for the pinoyinvestor stuff last Dec.
      Jan 28, 2015, 11:19 AM
    • Prospera: I agree, regor--absolutely!
      Jan 28, 2015, 10:44 AM
    • singkit_1588: pag bumaba ang index..sisigla ulet ang mga post dito??hehe :)
      Jan 28, 2015, 08:20 AM
    • yllor: ibalik ang buhay ng PMT! buhay nung mababa pa ang index.. :P :hihi:
      Jan 28, 2015, 05:48 AM
    • Milyonaryo101: hi guyz... inquire lang kung sino may poultry bus. dito?
      Jan 28, 2015, 12:15 AM
    • Jayumaster: Boring na nga ise-censor pa.
      Jan 27, 2015, 11:54 PM
    • GoodSteward: Haha regor, naisip ko din yan! Kaso may thread e, wala tayo magagawa..maybe boss FG can control and limit threads or something like that para di masapaw yun main purpose at goal ng website na to...ü
      Jan 27, 2015, 07:29 PM
    • bajoyjoy: wahaha! korek regor! :hihi: pero alisin mo ang religion talk, parang less than 10 posts per day na lang ang lalabas... yung iba yatang PMTers yumaman na ng husto kaya tamad na magpost ng tungkol sa kwarta... :watchutink:
      Jan 27, 2015, 06:49 PM
    • regor: Dapat kasi ang pinag uusapan lang dito ay ung mga may kinalaman sa Kwarta para babagay sa pangalan ng site na to..
      Jan 27, 2015, 06:27 PM
    • regor: Ang pangalan ng site na to ay PinoyMoneytalk hindi Pinoy Religion talk hays.. buhay nga naman..
      Jan 27, 2015, 05:55 PM
    • Jamespampanga: If you can't discuss according to the topic itself wag ka nalang nakikisawsaw kasi lilitaw lang na wala ka naman talagang alam sa usapin at nagpapapansin lang.
      Jan 27, 2015, 01:02 AM
    • Jamespampanga: Masakit ba sa mata e bakit mo pa binabasa apingdaldal? sukat ba naman pati post ng ibang members pakialaman mo e di mo naman pag-aari ang forum na to.
      Jan 27, 2015, 01:02 AM
    • FutureGizmo: @freefront, may problema pa rin ba sa mail notifications mo hanggang ngayon?
      Jan 26, 2015, 08:38 PM
    • Jayumaster: Hanggang dito ba naman?
      Jan 26, 2015, 03:07 PM
    • singkit_1588: di kn pasok si mj sa top5.. :(
      Jan 26, 2015, 11:38 AM
    • Prospera: It's a beautiful Monday morning, PMT folks! Here's something that might help us start the week right: [link]
      Jan 26, 2015, 07:27 AM
    • apingdaldal: di nmn ako naiinggit. masakit lng sa mata yung mga post mong walang substance kaya kesa maging serious eh gaguhin ka nlng para nakakaaliw haha
      Jan 25, 2015, 10:59 PM
    • lowije_dapogs: phngi p0 ng p0pcorn... :harhar:
      Jan 25, 2015, 10:48 PM
    • Jamespampanga: Kulang sa pansin
      Jan 25, 2015, 09:35 PM
    • Jamespampanga: Inggetero naman tong Apingdaldal na to
      Jan 25, 2015, 09:35 PM
    • freefront: MIA ba si FGz? Na-restore na ba ang mail notifications nyo?
      Jan 25, 2015, 06:20 PM
    • apingdaldal: hahaha ang daming spam ni jamespampanga hahaha pagtripan ko nga
      Jan 25, 2015, 06:17 PM
    • Vicky: happy new year!!
      Jan 24, 2015, 07:35 PM
    • Vicky: matagal
      Jan 24, 2015, 07:34 PM
    • Vicky: hello everyone. material po akong absent.
      Jan 24, 2015, 07:34 PM
    • Jayumaster: :zzz:
      Jan 24, 2015, 02:14 PM
    • kiriyama: :applause: pag active shout out mas nakakapg tanung ako eh hehehe  :harhar:
      Jan 24, 2015, 08:56 AM
    • sysonpyh: wakoko
      Jan 23, 2015, 10:59 PM
    • bajoyjoy: ayan kri, active na ang shoutbox!
      Jan 23, 2015, 08:25 AM
    • bajoyjoy: btw, 2yrs ago pa ako naghihintay bumalik ang AGI sa 20-22 range, and its now here.. ;)
      Jan 23, 2015, 07:49 AM
    • bajoyjoy: SRO and top up placements are opportunities to buy (more) diba, ff? its temp dip in the price, and u are assured the co. is getting stronger that private insvestors are buying in.. nothing to worry about.. AGI on the other hand, prang negative sentiment daw kasi its component companies are not doing well individually right now (accdg to a COL report)... :hello:
      Jan 23, 2015, 07:46 AM
    • yllor: hi freefront..
      Jan 23, 2015, 02:55 AM
     
     
    Welcome, Guest. Please login or register.
    Did you miss your activation email?

    * Must-Read Topics!

    * Active Posters Today

    No members were found.

    * Vote in this Poll!

    • How much is your monthly PASSIVE income?
    • Dot Less than PHP 10,000
    • 11 (30%)
    • Dot PHP 10,000 to 25,000
    • 6 (16%)
    • Dot PHP 25,001 to 50,000
    • 7 (19%)
    • Dot PHP 50,001 to 75,000
    • 2 (5%)
    • Dot PHP 75,001 to 100,000
    • 2 (5%)
    • Dot More than PHP 100,000
    • 8 (22%)
    • Total Members Voted: 36
    • 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