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First Metro Save and Learn Equity Fund (Philippine Mutual Fund)

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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 NameFirst Metro Save and Learn Equity Fund
Fund TypePeso Equity Fund
Description or Investment ObjectiveThis 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 FundThe ideal fund for aggressive, long-term investors looking for capital growth opportunities in the Philippine stock market.
Inception DateSeptember 06, 2005
BenchmarkPhilippine Stock Exchange inddex (PSEi)
Minimum InvestmentP5,000
Minimum Additional InvestmentP1,000
Minimum Holding Period6 months
Early Redemption Fee1.00% during first 6 months
Management Fee1.875%
Websitewww.fami.com.ph
Office Address18th Floor PS Bank Center,
777 Paseo de Roxas Avenue corner Sedeño Street,
Salcedo Village, Makati City
Telephone No.(632) 891-2860 to 65
Fund PerformancePinoyMoneyTalk'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!

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