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ATRKE Equity 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.

Peso Equity Mutual Fund Name: ATRKE Equity Opportunity Fund

Fund NameATRKE Equity Opportunity Fund
Description or Investment ObjectiveThe Fund's investment objective is growth through capital appreciation. The Fund seeks absolute returns through long-term capital appreciation by investing in listed and non-listed equity securities of Philippine and non-Philippine companies. Investment in securities issued abroad shall be limited up to 20% of the Fund's net asset value.
Client SuitabilityHigh Risk. Suitable for investors pursuing a growth strategy and who have a medium to long term investment horizon.
Inception DateNovember 2, 2004
BenchmarkPhilippine Stock Exchange index (PSEi)
Minimum InvestmentP10,000
Minimum Additional SubscriptionP5,000
Front End FeeMaximum of 5%
Early Redemption FeeMaximum of 5%
Management and Distribution Fee2.00% p.a
Investment ManagerATR KimEng Asset Management, Inc.
Office Address15th Flr. Tower One & Exchange Plaza,
Ayala Triangle, Ayala Avenue, Makati City 1200
Telephone No.(632) 848-1381 to 84
Fund PerformancePinoyMoneyTalk'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.

(We’ll continue updating our “Profile of Philippine Mutual Funds” project so like our Facebook page to be notified when new mutual fund profiles have been added!)

* Want to learn more about possible investment options? Here are useful guides and references!

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