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 Name||ATRKE Equity Opportunity Fund|
|Description or Investment Objective||The 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 Suitability||High Risk. Suitable for investors pursuing a growth strategy and who have a medium to long term investment horizon.|
|Inception Date||November 2, 2004|
|Benchmark||Philippine Stock Exchange index (PSEi)|
|Minimum Additional Subscription||P5,000|
|Front End Fee||Maximum of 5%|
|Early Redemption Fee||Maximum of 5%|
|Management and Distribution Fee||2.00% p.a|
|Investment Manager||ATR KimEng Asset Management, Inc.|
|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.
(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!
- Introduction to Mutual Fund Investing
- Investing in Exchange Traded Funds (ETF)
- Guide to UITF Investing
- PMT Discussion Forum on Mutual Funds
- FREE Stock Picks and Stock Target Prices