ATRKE Alpha Opportunity Fund (Philippine Mutual Fund)
It is our desire here in PinoyMoneyTalk to introduce you to various investment opportunities in the Philippines. This is why our vision is to compile useful information about all investment options available then present them to you in a concise and easy-to-read format.
We start with our project to summarize the “Profile of Philippine Mutual Fund Companies”.
Profile of Philippine Mutual Funds
We already showed you an updated List of Philippine Mutual Funds as of 2014.
Our goal now is to give you more relevant information about these funds — without overwhelming you with complicated and cluttered data. What we have is a condensed but still useful summary about each mutual fund company in the Philippines.
By showing you the fund’s profile, coupled with our monthly monitoring of the performance of mutual funds, we believe you can begin to understand various investment options you have and be able to make informed decisions as regards where to invest your money.
* Want to learn more about possible investment options? Here are useful guides and references!
- Introduction to Mutual Fund Investing
- Investing in Exchange Traded Funds (ETF)
- Guide to UITF Investing
- PMT Discussion Forum on Mutual Funds
- Top Stock Picks and Stock Target Prices
Peso Equity Mutual Fund Name: ATRKE Alpha Opportunity Fund
|Fund Name||ATRKE Alpha Opportunity Fund|
|Fund Type||Peso Equity Fund|
|Description or Investment Objective||The Fund's current strategy is to deliver superior returns over the long term by investing primarily in small to middle capitalized equity securities, with a focus on companies with strong growth potentials.|
|Client Suitability||High Risk|
|Inception Date||September 17, 2012|
|Benchmark||Philippine Stock Exchange index (PSEi)|
|Minimum Additional Subscription||P50,000|
|Investment Manager||ATR KimEng Asset Management, Inc.|
|Front End Fee||Maximum of 5%|
|Early Redemption Fee||Maximum of 5%|
|Management and Distribution Fee||2.00% p.a|
|Office Address||15th Flr. Tower One & Exchange Plaza,
Ayala Triangle, Ayala Avenue, Makati City 1200
|Telephone No.||(632) 848-1381 to 84|
|Fund Performance||PinoyMoneyTalk's Monthly Mutual Fund Performance Report|
Disclaimer: Our articles are merely informative and are not intended as a solicitation of investment. Investors must conduct due diligence before a decision to invest is made. Be advised that returns are not guaranteed and loss of capital is a possibility.
Here are links to the profile of other Peso-denominated Equity Mutual Funds!
- ALFM Growth Fund
- ATRKE Alpha Opportunity Fund
- ATRKE Equity Opportunity Fund
- First Metro Save and Learn Equity Fund
- Philam Strategic Growth Fund
- Philequity Dividend Yield Fund
- Philequity Fund
- PhilequityPSE Index Fund
- Philippine Stock Index Fund
- Sun Life Prosperity Philippine Equity Fund
- United Fund
(We’ll continue updating these links so like our Facebook page to be notified when new mutual fund profiles have been added!)