PMT Forum


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 12077 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?

    Online 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 Hero
    • *****
    • 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
    4841 Views
    Last post Dec 23, 2012, 01:04 AM
    by personalfinanceapprentice
    398 Replies
    23863 Views
    Last post Dec 14, 2013, 10:30 PM
    by mxherr5
    3 Replies
    809 Views
    Last post Sep 03, 2013, 06:56 AM
    by VeneurlArgent
    15 Replies
    2313 Views
    Last post Dec 03, 2013, 12:15 AM
    by Wadup


    * Recent Topics

    * PMT Shoutbox

    Refresh History
    • Prospera: The forum is beginning to turn into spam country, I fear. :-(
      Today at 10:27 AM
    • ferrariEverest: jnavsy: tumatanggap ka ba ng PHCoin (PHC)? Magkano Webmoney mo?
      Sep 15, 2014, 05:27 PM
    • jnavsy: Sinu po ba bumibili ng webmoney dito?
      Sep 15, 2014, 12:52 PM
    • pinay57: muffin,,,,,,experiment mo lng ba ang paggawa ng suka...kasi gusto  ko rin mtutunan yan .sa tesda siguro tinuturo ito.pati mga pag gawa ng  sabon ,,,perfume,,, mga pang kabuhayan.
      Sep 15, 2014, 07:38 AM
    • pinay57: thank u pmt bago lng po ako dito pero ang dami kong natutunan dito.lalo na tong lending 3 months p lng pero may good responce.may kunting pasaway pero nababawi naman.
      Sep 15, 2014, 07:30 AM
    • pinay57: ano po ba ang other info para mapadaling makilala ang catering business namin. bagong bukas p lng kasi thank u.
      Sep 15, 2014, 07:22 AM
    • pinay57: sino po ba ang nakkalam ng for rent na carenderia  Paranaque area or Taguig thank u
      Sep 15, 2014, 07:16 AM
    • novelcsanchez: @spidermann, win-win naman sila dun. cash in for SMC, more income for PAL in the future.
      Sep 15, 2014, 01:31 AM
    • francesdeniel: hi
      Sep 12, 2014, 11:21 PM
    • jeffhardy12: hi everyone, sino po may kopya ng Alpha Attraction Marketing?? pwde po ba makahingi ng complete product na libre, nid ko lang po pls!!
      Sep 12, 2014, 04:02 AM
    • Jayumaster: laki ng buwan. Dami tuloy me topak
      Sep 12, 2014, 01:23 AM
    • regor: nasaan na ang mga master dito? parang wala na silang post boring na tuloy..
      Sep 11, 2014, 06:22 PM
    • OMG.27: waaaaaaaaaaahhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhh
      Sep 10, 2014, 07:22 PM
    • spidermannn: ang gulo ng PAL and SMC..bibilhen isosole ano nmn kaya after nito
      Sep 10, 2014, 01:57 PM
    • Homeboy: mag post ka lang d2 ng message mo mrs. recoil
      Sep 10, 2014, 01:44 AM
    • Mrs.Recoil: just want to ask how to join the forum?
      Sep 08, 2014, 01:15 PM
    • Mrs.Recoil: hi newbie here
      Sep 08, 2014, 01:14 PM
    • FFreedom3: green!
      Sep 04, 2014, 10:32 AM
    • expatsasg: talo gilas :(
      Sep 03, 2014, 11:05 PM
    • regor: Gilas, Nawalan ng gilas ngaun..  :fight1:
      Sep 02, 2014, 12:50 PM
    • OMG.27: turkeeeeyyyyyyyyyyyy...
      Aug 31, 2014, 03:12 PM
    • lowije_dapogs: Gilas muntik na masilat ang Croatia! dapat talaga foul yun k Jason Castro parang kay Paul Lee diba?
      Aug 31, 2014, 12:14 PM
    • navaz: hiya
      Aug 31, 2014, 07:52 AM
    • francesdeniel: hi!
      Aug 31, 2014, 12:18 AM
    • Nick2014: hello
      Aug 30, 2014, 11:46 PM
    • judygular: ah okay so wala nga  :rakenrol:
      Aug 29, 2014, 03:52 PM
    • judygular: :yoohoo:
      Aug 29, 2014, 03:45 PM
    • judygular: meron bang naka online d2
      Aug 29, 2014, 03:44 PM
    • judygular: hi !
      Aug 29, 2014, 03:44 PM
    • superxfactor: TAPET--->http://www.philstar.com/business/2014/08/28/1362387/trans-asia-unit-takes-10-stake-calauit-oil-field
      Aug 28, 2014, 06:59 PM
    • superxfactor: TAPET--->http://www.interaksyon.com/business/94229/trans-asia-unit-surges-in-market-debut-plans-fundraising-for-2-petroleum-blocks
      Aug 28, 2014, 06:59 PM
    • Terzaghi: GDP report day! hoping for a very positive result para tuloy ang saya :)
      Aug 28, 2014, 07:54 AM
    • Terzaghi: puro about MLM ata mga postings ngayon araw ah...hehe
      Aug 28, 2014, 07:47 AM
    • navaz: good morning
      Aug 27, 2014, 10:46 PM
    • sj.unite: hello PMT :)
      Aug 27, 2014, 11:15 AM
    • crazy: good morning PMT members:)
      Aug 27, 2014, 08:24 AM
    • marco0212: balita po sa DD
      Aug 26, 2014, 06:16 PM
    • the3xadikz: hhhhhhhhhhhhhhhhhhheeeeeeeeeeeeeeeeeeeeeeelllllllllllllllllllllllllllllpppppppppppppppp me
      Aug 26, 2014, 01:53 PM
    • the3xadikz: panu poh mag post?
      Aug 26, 2014, 01:33 PM
    • lowije_dapogs: walang mgandang mbsa d2 ah... kainip 2l0y mgnytshift...
      Aug 25, 2014, 12:47 AM
    • OMG.27: haaaaayyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyy
      Aug 24, 2014, 09:14 PM
    • waydske: takteng yan kala ko sira na naman bpitrade hindi gumagana ticker. holiday pala ngayon dyan. hehe
      Aug 21, 2014, 11:22 AM
    • Terzaghi: EDC...kay tagal kitang hinintay...
      Aug 21, 2014, 09:07 AM
    • Wills: http://m.youtube.com/watch?v=gMwKI31hjCY coming from a guy who has been in the PSE since 1973 and he is a fundamentalist who loves to quote Peter Lynch.
      Aug 20, 2014, 07:50 PM
    • moto461: sold my TEL @ exactly closing price 3,302..  bilhin ko ulit pag bumaba presyo..  will see after dividend.. :whistle:
      Aug 20, 2014, 03:49 PM
    • yllor: dahil yan sa marami naniniwala sa 'aughost' month :hihi:
      Aug 20, 2014, 02:39 PM
    • singkit_1588: @yllor, may mumu sa PMT?ahooooo
      Aug 20, 2014, 09:31 AM
    • yllor: @singkit... natakot sa mumu.. :think: kaya naging 'hiatus status' siguro sila.. pwede rin na 'early winter hibernation'
      Aug 19, 2014, 09:25 PM
    • muffin021: hello. panu mag post. tnx
      Aug 19, 2014, 04:49 PM
    • muffin021: hello.
      Aug 19, 2014, 04:48 PM
     
     
    Welcome, Guest. Please login or register.
    Did you miss your activation email?

    * Must-Read Topics!

    * Active Posters Today

    ilnlnrc
    4 Posts
    yellowminded yellowminded
    4 Posts
    prnd32 prnd32
    4 Posts
    ferrariEverest ferrariEverest
    3 Posts
    bauer
    3 Posts
    JohnDy
    3 Posts
    Beannie Beannie
    2 Posts
    benlo99
    2 Posts
    Wills
    2 Posts
    Ironkiwi Ironkiwi
    2 Posts

    * Vote in this Poll Now!

    • How much is your monthly income?
    • Dot Less than PHP 10,000
    • 14 (3%)
    • Dot PHP 10,000 to 25,000
    • 70 (19%)
    • Dot PHP 25,001 to 50,000
    • 70 (19%)
    • Dot PHP 50,001 to 75,000
    • 42 (11%)
    • Dot PHP 75,001 to 100,000
    • 31 (8%)
    • Dot More than PHP 100,000
    • 126 (35%)
    • Total Members Voted: 350
    • 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