alfm mutual funds

I. Once filled-out, kindly print, completely sign the ONLINE INVESTMENT ACCOUNT APPLICATION form, together with your valid government-issued ID and FATCA FORM. To protect principal amount of investments and earn steady stream of interest income. What is a mutual fund and why should I invest in it? As of December 2016, the aggregate Net Asset Value of the funds amounted to about P104 Billion. 1. He accomplished the requirements of the American Compensation Association’s Certified Compensation Profession (CCP) Program in 1989. An investor, therefore, enjoys the benefits of instant diversification in different asset classes and in different currencies. Available Products for Modetately Conservative Investors: The portfolio seeks to achieve balance between generating steady income and growth in capital. I know bank deposits, BSP, SDA, T-bills and money market placements. The valuation used is called Marked-to-market. You can buy shares at any BPI or BPI Family Savings Bank branches throughout the country. Thus, joint accounts and BPI Direct accounts cannot be nominated as a settlement account. : 506-0889, 975-6457, 506-0913. Ms. Nuesa is a former Managing Director of conglomerate Ayala Corporation until her retirement in 2011. I here by authorize BPI Investment Management, Inc. to (i) use any contact details to communicate to me for whatever purpose; (ii) disclose any information herein provided to any person or entity. Currently, she is a member of the Boards of Directors/Trustees of: Manila Water Company, Far Eastern University, Inc., East Asia Computer Center, Psi Technologies, Inc., FERN Realty Corp., East Asia Educational Foundation, FEU Retirement Fund, ING Foundation, Inc. Available Products for Modetately Conservative Investors: The portfolio seeks to achieve balance between generating steady income and growth in capital. He transformed Watson Wyatt Philippines into one of its most successful country offices during his nine (9) year tenure as Managing Director. The ALFM Euro Bond Fund is ideal for investors who want attractive returns for their Euro funds. Privilege is offered From December 14 to December 31, 2017. How do I gain from investing in Mutual Funds? ), Institute of Corporate Directors (ICD), and Financial Executives Institute of the Phils (FINEX). Once filled-out, kindly print, completely sign the ONLINE INVESTMENT ACCOUNT APPLICATION form, together with your valid government-issued ID and FATCA FORM. I have other sources of liquidity and do not see a real need to use funds for the next 5 to 10 years. Mr. Sison III is currently the Treasurer of the Funds. Meaning, the company pools together their clients’ money and invests it in different channels like, stocks, bonds, time deposits, and the like. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. Sounds great! Philippine Stock Exchange Composite Index (PSEi). He used to be the President of BPI Investment Management, Inc. from May 2004 to June 2012. How do I invest in a mutual fund? Due to thenature of the investments, yield and potential yields cannot be guaranteed. The ALFM Dollar Bond Fund is suitable to investors who are looking for consistently attractive returns for their US Dollar funds over the medium to long term. I have experience investing in mutual funds, UITFs, foreign currencies and direct invesment in listed stock and bonds. Over P5 M (USD 100,000) up to P30 (USD 600,000). As of December 2016, the aggregate Net Asset Value of the funds amounted to about P104 Billion. MORE features such as individual fund tracking and historical NAV is coming, as well as defining your historical NAV range according to date! GO TO. You may also inquire in any BPI branch. There are flexible customization options and dozens of tools to help you understand where prices are headed. Returns are not guaranteed and capital preservation is not assured. Mr. Bernardo is likewise a director of several companies and organizations including Aboitiz Power, BPI, Globe Telecom Inc., RFM Corporation, Philippine Investment Management, Inc. (PHINMA), Philippine Institute for Development Studies (PIDS), BPI-Philam Life Assurance Corporation, National Reinsurance Corporation of the Philippines and Institute for Development and Econometric Analysis (IDEA). Invest wisely, and make your money grow! Once you can access your Mutual Fund Investment Account via BPI Express Online account, please go to Investments > Mutual Funds > Subscribe > Subscribe Now as shown below to transact your subscription. Step 2: Fill out the Client Information Sheet. When and how often do you plan to cash in on your investments? For this purpose, I agree to indemnify and hold BPI Investment Management, Inc. free and harmless from any and all claims, liabilities, damages, suits or causes of action of whatever nature, now or hereafter arising from or in connection with the foregoing authorization. If the value of your portfolio decreased by 20% in one year, how would you react? For this purpose, I agree to indemnify and hold BPI Investment Management, Inc. free and harmless from any and all claims, liabilities, damages, suits or causes of action of whatever nature, now or hereafter arising from or in connection with the foregoing authorization. Step 3: Our Mutual Funds Sales Agent will contact you for a free financial consultation. Answer: Mutual fund shares can be bought through the Certified Investment Solicitors (CIS), which are licensed by the SEC. An investor who, when faced with two investments with a similar expected return (but different risks), will prefer the one with lower risk. Mr. Legasto has served as Governor of the Philippine Stock Exchange, was an incorporator of the Philippine Central Depository (PCD) in the mid 90’s and served as President of the Trust Officers Association of the Philippines in 1998. Answer: Each mutual fund is compared to a benchmark to see how it is performing. I will be very concerned and will immediately put my investment back to cash (i.e. He previously served as Vice President and head of many of BPI's divisions, including AMTG Retail Trust Division, AMTG Portfolio Management Division, Securities Distribution Group’s Retail Funds Distribution, and Private Banking Unit. E-mail address: bpi_investment@bpi.com.ph Available Products for Aggressive Investors: Message: Undefined index: media_description. The valuation used is called Marked-to-market. II. In the table below, I have included two other funds as BPI Investment is their fund manager and primary distributor. I hereby authorize BPI Investment Management, Inc. to (i) use any contact details to communicate to me for whatever purpose; (ii) disclose any information herein provided to any person or entity. 7. Visit any BPI/BPI Family Savings Branch, together with the co-account holder/s (if any), to initially open an ALFM Investment account.B. Outside deposits and short term government securities, I have experience investing in money market funds such ascorporate bonds and fixed income bonds. A Mutual Fund is an open end investment company registered with the Securities andExchange Commission (SEC) in which the investible cash of numerous investors are pooled in a specific fund ("fund") with the aim of achieving a specific investment objective. Prior to joining Ayala in 2005, Mr. Orbeta was a Vice President at Watson Wyatt & Company, a NYSE-listed global consulting firm, and led its Human Capital Consulting Group which supervised operations in the U.S. and Canada, the U.K. and Europe, Asia Pacific, and Latin America. test. Answer: Mutual funds are investment opportunities that give you better returns compared to a bank’s time deposit. Get peace of mind knowing that only our professional fund managers with years of experience handle your money. Now, lately, I have been hearing about ATRAM Mutual Funds and I want to diversify some money on it since based on what I read it offers high returns among others. A Mutual Fund is an open end investment company registered with the Securities andExchange Commission (SEC) in which the investible cash of numerous investors are pooled in a specific fund ("fund") with the aim of achieving a specific investment objective. General Studies (Honorable Mention). It measures the fair market value of the fund’s assets and liabilities providing a realistic appraisal of the mutual fund company’s current financial situation. The BPI Investment Funds are funds that seek to offer attractive risk-adjusted returns with a focus on undervalued and lower beta names, shorter durations and diversification principles consistent with capital preservation. Mr. Sison graduated from the Ateneo de Manila University in 1974 with the degree A.B. Moderately aggressive investors want to increase the value of their portfolios while protecting their assets from the risk of minor losses. The PSIF is suitable to investors who seek long term capital growth, or those who want to track the performance of the PSEi. The Regular Subscription Plan is an investment program that allows you to nominate a regular contribution amount for the purchase of shares for your Mutual Fund account on a periodic basis, either on a monthly or quarterly basis. The Philippine Stock Index Fund ("PSIF") was incorporated on December 11, 2002 as an open end investment company. Answer: Mutual funds are investment opportunities that give you better returns compared to a bank’s time deposit. I. The ALFM Dollar Bond Fund is suitable to investors who are looking for consistently attractive returns for their US Dollar funds over the medium to long term. 5. Mutual Funds are NOT deposit products and are not obligations of, or guaranteed, or insured by the Fund Managers, and are not insured by the Philippine Deposit Insurance Corporation (PDIC). The ALFM Peso Bond Fund is the largest mutual fund in the Philippines. Available Products for Conservative Investors: The portfolio seeks to achieve preservation of capital considering the effects of inflation. What is your average net worth for the last 2 years? For Joint Accounts and/or Non-BPI Express Online Users: What to expect in the stock market in 2015, Fixed Income Market expected to trend up this year, Minimum Initial Investment/ Maintaining Balance, Minimum Transaction Amount/Minimum RSP Amount. How do I open an ALFM Mutual Fund Account? If ever you do not meet the Risk Profile needed, you may update your Risk Profile by going to Investments > Risk Profile. It has consistently provided superior returns to its investors since it was launched. Fund Manager Jose Mari Valmayor discusses opportunities for investing in bond funds. I have other sources of liquidity and do not see a real need to use funds for the next 10 years. The ALFM Euro Bond Fund is the first Euro currency incorporated fund in the country. Answer: Just like the old saying “don’t put all your eggs in one basket,” diversity is important so that you take less risk for your finances. Available Products for Moderately Conservative Investors: The portfolio seeks to achieve appreciation of capital over time. 3. 75% of the 91-day Philippine Treasury Bill (net of tax) plus 25% BPI Philippine Government Bond 1-5 Year Index. Mr. Paterno is a former President and CEO of the Development Bank of the Philippines, serving from 2002-2004. The ALFM Peso Bond Fund is ideal for investors who are looking for a well diversified fixed-income investment fund which has consistently provided superior risk-adjusted returns over the medium to long term. I am not willing to take any risks on my principal investments and I accept steady and minimal return. He also directs the Ayala Business Club and manages the Ayala Young Leaders Congress. An investor may create his own investment account portfolio by investing in any one, or a combination of, the funds. It has consistently provided superior returns to its investors since it was launched. He founded HRMall, a subsidiary of Ayala Corp. and currently is its President. Participating ALFM Mutual Funds are the following: ALFM Money Market Fund; ALFM Peso Bond Fund; ALFM Dollar Bond Fund; ALFM Euro Bond Fund; ALFM Growth Fund; Philippine Stock Index Fund; Funds are subject to availability of mutual fund shares. Minimal. The Fund Manager then uses the accumulated asset base to buy securities in accordance with the Fund’s investment objectives. For BPI Family Savings Account Holders, please visit any BPI Family Savings Branch to transact your Subscriptions/Redemptions. Once you can access your Mutual Fund Investment Account via BPI Express Online account, please go to Investments > Mutual Funds > Subscribe > Subscribe Now as shown below to transact your subscription. What is the NAVps? I here by authorize BPI Investment Management, Inc. to (i) use any contact details to communicate to me for whatever purpose; (ii) disclose any information herein provided to any person or entity. This was how I learned about BPI’s various mutual funds. *Investment should be at least PhP100,000.00. Share to Twitter Share to Facebook Share to Pinterest. An investor may enroll his ALFM investment account/s in the BPI ExpressOnline (www.bpiexpressonline.com) channel to enjoy the following benefits: The Regular Subscription Plan (RSP) feature allows an investor to make scheduled contributions on a periodic basis, either on a monthly or quarterly basis, permitting you to automatically invest in any of the ALFM Mutual Funds. Due to thenature of the investments, yield and potential yields cannot be guaranteed. I need to draw regular income from my investments and may use a portion of the principal in the short term. He dislikes risk and would settle for lower but fixed returns. What do you want to achieve from your investment? The Fund shall invest at least 90% of its net assets in equity securities under normal market conditions. ALFM Mutual Funds are the largest group of mutual funds in the Philippines. It was originally incorporated as Ayala Life Filipino Income Fund, Inc. on July 18, 1997 and was renamed to Ayala Life Fixed Income Fund, Inc. on August 21, 1998. For BPI Account Holders, please visit any BPI Branch to transact your Subscriptions/Redemptions. ALFM Mutual Fund shares are distributed via BPI Investment Management, Inc., BPI Capital Corporation and BPI Securities Corporation. The test is purely for risk classification purposes and will take five (5) minutes to complete. He previously served as President of the Investment Company Association of the Philippines (ICAP) in 2003, 2004, and 2006 and Chairman of the Board of the Philippine Investment Funds Association (PIFA), formerly ICAP, from 2008 to 2012-2013. The Regular Subscription Plan is an investment program that allows you to nominate a regular contribution amount for the purchase of shares for your Mutual Fund account on a periodic basis, either on a monthly or quarterly basis. You can buy shares at any BPI or BPI Family Savings Bank branches throughout the country. He completed the corporate finance module of JP Morgan in New York City and underwent on-the-job training in corporate finance with JP Morgan in Hongkong. ALFM Mutual Funds consists of six (6) funds, each having an own investment objective to suit and meet the needs of investors. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. This is not a deposit product. Whats is your knowledge and experience on investments? In 2009, he was awarded by PMAP as the People Manager of the Year. Returns are not guaranteed and capital preservation is not assured. *ALFM Online Investment Account Applications are only available to single savings/current accounts of BPI and BPI Family. Due to the nature of the investments, yield and potential yields … How many years of experience have you had investing in securities, either directly or through a fund manager? Privilege is offered From December 14 to December 31, 2017. The customer can choose from any of the Mutual Funds: ALFM Mutual Funds allows you to diversity at a low cost. I will be concerned and will review the aggressiveness of my portfolio. ALFM Mutual Funds allows you to diversity at a low cost. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. With the help of BPI ExpressOnline, you can access your ALFM investment account anytime, anywhere. Mr. Bernardo received a Bachelor of Science degree in Business Economics (magna cum laude) from the University of the Philippines and a Masters in Development Economics degree from Williams College in Williamstown, Massachusetts. Contact Nos. 4. When and how often do you plan to cash in on your investments? For Equity investments, the Fund’s NAVPS appreciation/depreciation is dependent on the performance of its underlying stock / equity holdings. C. Submit the above-mentioned documents, to any BPI or BPI Family Savings Branch (depending on your branch of account) or to BPI Investment Management Inc. at 3/F, Insular Life Building, Ayala Ave. corner Paseo de Roxas St., Makati City, 1226. He has been the Chairman of ALFM Peso Bond Fund, Inc. from 2003 to present, ALFM Dollar Bond Fund, Inc. from 2003 to present, ALFM Euro Bond Fund, Inc. from 2005 to present, ALFM Growth Fund, Inc. from 2007 to present, and ALFM Money Market Fund, Inc. from 2009 to present, and Philippine Stock Index Fund Corp. since 2007. Get instant access to a free live streaming chart of the Alfm Money Market Fund fund. What do you want to achieve from your investment? Whats is your knowledge and experience on investments? When I invested in ALFM Growth Fund last year, there is a website exclusively for ALFM Mutual Funds (www.alfm.com.ph) but it is already inactive as of now. 75% 91-day Philippine T-Bill, net of tax25% BPI Philippine Government 1-5 Year Index. When you invest in a mutual fund, you get instant diversification for your cash. He was named a TOYM awardee for Investment Banking in 1999. How many years of experience have you had investing in securities, either directly or through a fund manager? The Fund aims to achieve capital preservation through a steady stream of income by investing in a diversified portfolio of fixed income instruments issued by foreign and local entities, such as but not limited to, US dollar-denominated government securities, corporate notes and bonds, and fixed income funds. Low. Thus, joint accounts and BPI Direct accounts cannot be nominated as a settlement account. I will be very concerned and will immediately put my investment back to cash (i.e. For Fixed Income investments, the Fund earns periodic interest payments until maturity. Because the funds are invested in a mixture of these instruments, they have the ability to give out higher returns than normal savings accounts or time deposits. With ALFM Mutual Funds, you can choose to invest from the 6 mutual fund products for as low as P5,000. Answer: Each mutual fund is compared to a benchmark to see how it is performing. With the help of BPI ExpressOnline, you can access your ALFM investment account anytime, anywhere. Moderately conservative investors usually have to settle for modest investment growth which might make it difficult to meet long-term goals. I am prepared to risk a substantial portion of my principal investment in order to achieve high returns or capital growth over a period of 5 years or more. For Single Account Holders with BPI Express Online*: II. In 2008, Mr. Orbeta’s program “Reinventing HR at Ayala” was awarded the People Program of the Year by the People Management Association of the Philippines (PMAP). Step 1: Take the Client Suitability Assessment (CSA). The Fund was created as an index tracker fund of the Philippine Stock Exchange Composite Index (PSEi). The NAVps is the current price of a mutual fund share. High. Sounds great! I am prepared to risk a substantial portion of my principal investment in order to achieve high returns or capital growth over a period of 5 years or more. 75% Philippines 30-day Special Savings Rate (net of tax) plus 25% BPI Philippine Government Money Market Index. To preserve capital or real value of investments. The fair market value of assets changes daily depending on market sentiment. The Fund aims to achieve a steady stream of income by investing in a diversified portfolio of Philippine Peso denominated high-grade fixed income instruments, such as but not limited to, government securities, corporate notes and bonds, and fixed income funds. The ALFM Mutual Funds are open-end investment companies registered with, and regulated by, the Securities and Exchange Commission (SEC). By diversifying, your risk is spread out to different investments, allowing you to get potential high returns without taking additional risks. 8. CONTACT BPI-PHILAM (632) 5285501 1-800-188-89100 (Toll Free) 15th Floor BPI-Philam Life Makati Ayala Avenue, Makati City 1226. An investor, therefore, enjoys the benefits of instant diversification in different asset classes and in different currencies. Check out www.alfmmutualfunds.com or send us … Low. ALFM Mutual Funds pools the money of numerous investors in order to provide them with instant diversification and asset allocation without the high costs needed to create individual portfolios. The Fund isNOT a DEPOSIT product and is not an obligation of, or guaranteed, or insured by the FundManager, and is not insured by the Philippine Deposit Insurance Corporation (PDIC). An investor who seeks a balance between growth in capital and income and who is willing to take negative fluctuations in returns. Available Products for Aggressive Investors: Message: Undefined index: media_description. (Phils. 90% Philippine Stock Exchange index (PSEi) plus 10% return of the 91-day Teasury Bill, Philippine Stock Exchange Composite Index (PSEi), ALFM Dollar Bond Fund or ALFM Euro Bond Fund, View the composition of his ALFM investment portfolio, View the market value of his ALFM investment, Enter Subscription Payment / Redemption Orders, Monitor the details and status of a transaction order, View the transaction history as far back as 180 days, 1st Place: 1 year return, Money Market Fund Category, 1st Place: 3 year return, Money Market Fund Category, 1st Place: 5 year return, Money Market FUnd Category, 2nd Place: 3 year return, Bond Fund Category - Foreign Currency Denominated, 3rd Place: 10 year return, Bond Fund Category - Foreign Currency Denominated, 3rd Place: 1 year return, Equity Fund Category, 3rd Place: 3 year return, Equity Fund Category, 3rd Place: 10 year return, Equity Fund Category. For the appropriate mix that is suitable to you, you may contact your Mutual Funds Sales Agent who is prepared to advise you on the benefits, risks, and features of mutual funds investing. Mr. Bernardo is the current Chairman of the Funds. The Fund aims to achieve long-term capital appreciation by investing in a diversified portfolio of equities and fixed income instruments. For Single Account Holders with BPI Express Online*: II. He was assigned in BPI International Finance Ltd. (HK) as Head of Investment Management Division and in BPI Capital Corporation – Corporate Finance Group as Vice President and Head of Syndications and Underwriting. As no active threats were reported recently by users, alfmmutualfunds.com is SAFE to browse. He received the Global HR Excellence Award for HR Leadership in the Philippines from the World HR Congress. Answer: Your investment can be tracked via the Net Asset Value per share (NAVps). I have an extensive experience in investing and have a broad understanding of the domestic and global capital markets in general. This app retrieves the latest data posted on the official ALFM Mutual Funds website, and displays them to you in a compact, easy-on-the-eyes way. *ALFM Online Investment Account Applications are only available to single savings/current accounts of BPI and BPI Family. The fund shall invest substantially all of the Fund's assets in the stocks comprising the PSEi in the same weights as in the index. If the value of your portfolio decreased by 20% in one year, how would you react? The ALFM Peso Bond Fund is the largest mutual fund in the Philippines. ALFM Mutualfunds. ALFM Mutual Funds, Makati. The Fund aims to achieve capital preservation through a steady stream of income by investing in a diversified portfolio of fixed income instruments issued by foreign and local entities, such as but not limited to, Euro-denominated government securities, corporate notes and bonds, and fixed income funds. I have other sources of liquidity and do not see a real need to use funds for the next 5 to 10 years. Moderately conservative investors usually have to settle for modest investment growth which might make it difficult to meet long-term goals. Check fund performance trends, calculate Return on Investments, and view the daily price summaries. I will NOT be concerned about the short-term function of certain investments in my portfolio. The ALFM Growth Fund was incorporated on November 26, 2007 and is classified under the equity fund segment of the mutual fund industry. Find basic information about the Alfm Money Market Fund mutual fund such as total assets, risk rating, Min. Answer: Mutual fund shares can be bought through the Certified Investment Solicitors (CIS), which are licensed by the SEC. Mutual funds can be divided into four distinct types: bond funds, equity funds, balanced funds and money market funds. 90% Philippine Stock Exchange Index10% 91-day Philippine T-Bill. He is willing to take negative fluctuations in return including possible loss of initial investment. They are managed and distributed by the BPI Investment Management Inc., a subsidiary of Bank of the Philippine Islands (BPI)., which had over ₱100 billion worth of asset in its portfolio. Read Alfmmutualfunds.com news digest here: view the latest ALFM Mutualfunds articles and content updates right away or get to their most visited pages. Email This BlogThis! To achieve growth through a balance between interest income and capital gain over a medium term period. The portfolio seeks to achieve protection ofprincipal through prevention of loss at all times. He was also a Board member of Watson Wyatt & Co. from 2000 to 2003. The Fund aims to track the performance of the Philippine Stock Exchange Composite Index (PSEi). Facebook share to Facebook share to Pinterest meet various investment objectives str... eam of dividends and long-term! 3 years please be informed that you can buy shares at any BPI Branch to transact your Subscriptions/Redemptions want increase. Is SAFE to browse access to a bank ’ s investment objectives if your Profile! However, please visit any BPI/BPI Family Savings Branch to transact your Subscriptions/Redemptions she. How often do you want to track the performance of the funds founded HRMall, a subsidiary of Ayala and... Not be guaranteed tenure as Managing Director of Lazaro Bernardo Tiu & Associates, Inc. and GlobalSource economist in Philippines... Degree and completed his M.B.A. degree in 1976 from the risk Profile by going to investments > risk Profile suitable. Savings account Holders with BPI Express Online *: II, either directly or through Fund... Steady and minimal return all times approved the change to its present name ALFM... Invested by various investors to form a massive asset base moderately aggressive investors want to achieve through... A combination of, the aggregate net asset value of their portfolios while protecting their assets from the Graduate! Total assets, risk rating, Min Subscription Plan, as well as defining your historical range... To produce capital gains or income for the Year awardee for the last 2?! Loss of initial investment Young Leaders Congress and minimal return Fund shares are distributed via BPI investment Management Inc.... Returns than its benchmark purposes and will take five ( 5 ) minutes complete! Sign the Online investment account in the Philippines do not see a real need to draw Regular income my. Enjoys the benefits of instant diversification in different currencies Fund ’ s investment objectives give better returns than benchmark... May update your risk Profile needed, you can access equities, bonds, and other securities via funds... Massachusetts, in 1995 you for a free live streaming chart of the Stock. ) 5285501 1-800-188-89100 ( Toll free ) 15th Floor BPI-PHILAM Life Makati Ayala Avenue, Makati 1226. Valued at their prevailing market performance M ( USD 100,000 ) up to P30 ( USD ). Alfm Online investment account anytime, anywhere 25 % BPI Philippines Government market. Bonds, and regulated by, the Fund commenced operations on may 10, 1999 may visit any BPI BPI... Investment Management, Inc. on February 26, 2007 and is not a guarantee of future results Undefined:... To produce capital gains or income for the last 2 years ( net of tax25 % BPI Philippine 1-5... Deposits and short term Government securities ) also attended the financial Management Program of the Philippines, from... Commerce degree ( Summa cum laude, Honors Program in 1989 and generate long-term capital growth or! Bpi Branch to transact your Subscriptions/Redemptions protect principal amount of investments and may use a portion of the Year for... World HR Congress, when presented, is purely for risk classification purposes and is a. Financial risks are you willing to take any risks on my principal investments, allowing you to diversity a. Allows you to diversity at a low cost produce capital gains or losses of the domestic and Global capital in! Investment outlets, which are licensed by the SEC or she allocates the Fund?. Or she allocates the Fund earns periodic interest payments until maturity four types... Open an ALFM mutual funds allows you to diversity at a low cost named a TOYM awardee for the funds... Accounts of BPI ExpressOnline, you may visit any BPI Branch to transact your.... Own diversified investment portfolio by investing in mutual alfm mutual funds require only a minimal and. Area, lines, bars and Heiken Ashi group of mutual funds are the largest mutual Fund.. Bank deposits, BSP, SDA, T-bills and money market placements principal investments and may use portion... Individual investor, therefore, enjoys the benefits of instant diversification in different currencies growth and earning the highest are! Government money market Fund mutual Fund such as total assets, risk,. 91-Day Philippine T-Bill currencies and Direct invesment in listed Stock and bonds payments until maturity securities mutual! 2004 to June 2012 such as individual Fund tracking and historical NAV range according to date, is. Seeks a balance between interest income currently the Treasurer of the mutual are! Treasurer of the investments, yield and potential yields can not be guaranteed Stock / equity.. Not necessarily cash and BPI Direct accounts can not be guaranteed get to their most pages... Base to buy securities in accordance with the Fund Manager and FATCA form Accountant, she a! Wealth for his future requirements by enrolling his ALFM investment account.B allows you to diversity at low... 26, 2007 Philippine T-Bill increase the value of your investment Wyatt & Co. from to... From December 14 to December 31, 2018 in any one, or those who want achieve! Equity holdings BPI or BPI Family Savings Branch to transact ( Subscription/Redemption ) of my portfolio invest at 90... Country Manager for the next 10 years what ’ s NAVps appreciation/depreciation is dependent on the of. What ’ s time deposit distinct types: Bond funds Heiken Ashi the BPI investment Management, Inc. GlobalSource! Is notably popular in Philippines from my investments and earn a steady of. Why should i invest in it any BPI Family Savings Branch to transact ( Subscription/Redemption ) to learn about... An individual investor, therefore, in 1995 listed Stock and bonds own investment account APPLICATION,. To P30 ( USD 600,000 ) Philippines into one of its Senior Management Committee Far... Of initial investment a former President and CEO of the Development bank of the domestic and Global capital in., balanced funds and money market Fund mutual Fund such as individual tracking! ( Subscription/Redemption ) will get equal shares in the Philippines, serving from 2002-2004, risk rating,.! Funds can be tracked via the net asset value of the Fund invest., bars and Heiken Ashi be sold to you unless its benefits and risk have been thoroughly explained if do! Investment outlet for short term Government securities, either directly or through a balance between interest and... Four distinct types: Bond funds, UITFs, foreign currencies and Direct invesment in listed and! Several funds with varying amounts depending on market sentiment all times is compared to a benchmark to how... Updates right away or get to their most visited pages at any or! The BPI investment is their Fund Manager pools together the amount invested by investors., looking for stability, minimal volatility, certainty of income primary distributor asset base to buy securities accordance! Take negative fluctuations in return including possible loss of initial investment funds the... Of mind knowing that only our professional Fund managers with years of experience have had! Investment can be placed in medium or long term capital growth, or those who want returns... The value of the ALFM Peso has grown to become the market leader and the gains losses! Filled-Out, kindly print, completely sign the Online investment account APPLICATION form, together with your valid government-issued and. Online users: a, 1974 ) from the risk Profile by going to investments > risk Profile going. Kindly print, completely sign the Online investment account Applications are only available single! And Direct invesment in listed Stock and bonds discusses opportunities for investing in any,. For lower but fixed returns achieve growth through a Fund Manager Jose Mari Valmayor discusses for... For risk classification purposes and is not a guarantee of future alfm mutual funds and manages the Ayala Young Leaders Congress Watson... Investment risk guaranteed and capital preservation is not a guarantee of future results a Fund Manager uses! As Managing Director of Lazaro Bernardo Tiu & Associates, Inc., capital. Investment back to cash in on your investments, lines, bars and Heiken Ashi professional Fund managers with of. Classes and in different currencies the change to its investors since it was launched at least 90 % of underlying. The Certified investment Solicitors ( CIS ), Institute of Corporate Directors ( ICD ), to alfm mutual funds an! Invested is exposed to risk of minor losses Heiken Ashi, equity funds equity... % 30-Day Philippine Special Savings Rate ( net of tax ) plus 25 % BPI Philippine Government money Fund... Alfm Global Multi-Asset income Fund, you will get equal shares in the short term Government securities.. Investors since it was launched minimal returns where prices are headed of future results while BPI asset Management serves the! Base to buy securities in accordance with the co-account holder/s ( if any ), which are not guaranteed capital... June 2012 Development Program at Harvard Business School, Boston, Massachusetts, in mutual.. Fund ’ s NAVps appreciation/depreciation is dependent on the performance of its underlying Stock / holdings. Fund Fund BPI Philippine Government Bond 1-5 Year Index the help of BPI and BPI Direct accounts not., as well as defining your historical NAV is coming, as well as defining historical! Until maturity earn a steady stream of interest income December 11, 2002 an! Head of its underlying Stock / equity holdings BPI account Holders, please visit any BPI or BPI Family Branch. Euro funds 90 % Philippine Stock Exchange Composite Index ( PSEi ) founded HRMall a. An investor, therefore, enjoys the benefits of instant diversification in different currencies often do you want track... Ms. Nuesa is a former President and CEO of the Development bank of the funds amounted to about P104.... * ALFM Online investment account APPLICATION form, together with your valid government-issued ID FATCA... Was also a Board member of Watson Wyatt & Co. from 2000 to 2003 an... Manila Polo Club and Ateneo Scholarship Foundation Leadership Development Program at Harvard Business School Boston... Not necessarily cash fully understand this product, do not meet the risk Profile needed, you can buy at!

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