First Metro Save and Learn Equity Fund (Philippine Mutual Fund)
Here in PinoyMoneyTalk, we’d like to introduce you to possible investment opportunities in the Philippines. This is why our vision is to compile useful information about various investment options available and 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 presented before 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 comprehensive but concise — and useful! — summary about each mutual fund company in the Philippines.
By showing you the fund’s profile, together with our monthly monitoring of the performance of mutual funds, we believe you can begin to understand various investment options available and be able to make informed decisions as regards where to invest your money.
Peso Equity Mutual Fund Name: First Metro Save and Learn Equity Fund
|Fund Name||First Metro Save and Learn Equity Fund|
|Fund Type||Peso Equity Fund|
|Description or Investment Objective||This is an actively managed portfolio of selected stocks with strong balance sheets and attractive valuations. Its goal is to provide growth through long-term capital appreciation. It is an ideal investment for investors seeking high growth with high risk.|
|Client Suitability or Type of Investor for this Fund||The ideal fund for aggressive, long-term investors looking for capital growth opportunities in the Philippine stock market.|
|Inception Date||September 06, 2005|
|Benchmark||Philippine Stock Exchange inddex (PSEi)|
|Minimum Additional Investment||P1,000|
|Minimum Holding Period||6 months|
|Early Redemption Fee||1.00% during first 6 months|
|Office Address||18th Floor PS Bank Center,
777 Paseo de Roxas Avenue corner Sedeño Street,
Salcedo Village, Makati City
|Telephone No.||(632) 891-2860 to 65|
|Fund Performance||PinoyMoneyTalk's Monthly Mutual Fund Performance Report|
To view the profiles of other mutual fund companies, head over to our List of Philippine Mutual Funds.
(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!)
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.
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