alfm mutual funds

*ALFM Online Investment Account Applications are only available to single savings/current accounts of BPI and BPI Family. I. You can buy shares at any BPI or BPI Family Savings Bank branches throughout the country. 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. Whats is your knowledge and experience on investments? Visit any BPI/BPI Family Savings Branch, together with the co-account holder/s (if any), to initially open an ALFM Investment account.B. 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. For Fixed Income investments, the Fund earns periodic interest payments until maturity. If the value of your portfolio decreased by 20% in one year, how would you react? This website is best viewed using the latest version of Google Chrome, Safari, Mozilla Firefox, and Internet Explorer, Philippine Stock Index Fund Corp. - 2020 Annual General Meeting, ALFM Growth Fund Inc. - 2020 Annual General Meeting, ALFM Euro Bond Fund Inc. - 2020 Annual General Meeting, ALFM Dollar Bond Fund Inc. - 2020 Annual General Meeting, ALFM Peso Bond Fund Inc. - 2020 Annual General Meeting, ALFM Money Market Fund Inc. - 2020 Annual General Meeting, Philippine Stock Index Fund Corp. - 2018 Annual General Meeting, ALFM Growth Fund Inc. - 2018 Annual General Meeting, ALFM Euro Bond Fund Inc. - 2018 Annual General Meeting, ALFM Dollar Bond Fund Inc. - 2018 Annual General Meeting, ALFM Peso Bond Fund Inc. - 2018 Annual General Meeting, ALFM Money Market Fund Inc. - 2018 Annual General Meeting, Key Information and Investment Disclosure Statements (KIIDS). 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. He or she allocates the fund’s assets and tries to produce capital gains or income for the mutual fund investors. As of December 2016, the aggregate Net Asset Value of the funds amounted to about P104 Billion. The test is purely for risk classification purposes and will take five (5) minutes to complete. Answer: Each mutual fund is compared to a benchmark to see how it is performing. For Single Account Holders with BPI Express Online*:A. Kindly log in to your BPI Express Online account then go to My Portfolio > Open New Accounts > Investments > Mutual Funds. To date, the ALFM Mutual Funds have the largest market share in the mutual funds’ industry in the Philippines. Get peace of mind knowing that only our professional fund managers with years of experience handle your money. Sounds great! The Fund Manager then uses the accumulated asset base to buy securities in accordance with the Fund’s investment objectives. Get peace of mind knowing that only our professional fund managers with years of experience handle your money. An investor who seeks a relatively stable return on investment that is slightly higher than traditional term deposit and who is willing to take minor negative fluctuations in returns. 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. Over the years, ALFM Peso has grown to become the market leader and the most popular mutual fund in the country. ALFM Mutual Funds consists of six (6) funds, each having an own investment objective to suit and meet the needs of investors. Returns are not guaranteed and capital preservation is not assured. Answer: Mutual funds are investment opportunities that give you better returns compared to a bank’s time deposit. 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. What do you want to achieve from your investment? Once filled-out, kindly print, completely sign the ONLINE INVESTMENT ACCOUNT APPLICATION form, together with your valid government-issued ID and FATCA FORM. Mr. Bernardo is the current Chairman of the Funds. Visit any BPI/BPI Family Savings Branch, together with the co-account holder/s (if any), to initially open an ALFM Investment account.B. Mr. Orbeta graduated from the Ateneo de Manila University in 1982 with an A.B. 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 willing to tolerate a fair amount of risks on my principal investments in order to achieve above average returns and capital growth over the medium term. Once opened, you may visit any BPI/BPI Family Savings Branch to transact (Subscription/Redemption). Investments, therefore, in Mutual Funds are valued at their prevailing market performance. Growth and earning the highest returns are the main concerns of this investor. The Fund shall invest at least 90% of its net assets in equity securities under normal market conditions. I do not need to draw regular income from my investments nor do I see the immediate need to use any portion of the principal in the short term. 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. What is the NAVps? 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. 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. However, please be informed that you can only subscribe in an ALFM Fund if your Risk Profile is suitable to the preferred Fund. 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. The ALFM Money Market Fund was incorporated on October 19, 2009 as an alternative investment outlet for short term placements. Fund, Inc. on October 23, 1993, and was created to engage primarily in the business of investing, reinvesting, and trading of securities, and to operate as an open-end investment company. 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. : 506-0889, 975-6457, 506-0913. Answer: Mutual funds are investment opportunities that give you better returns compared to a bank’s time deposit. 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. The ALFM Mutual Funds are open-end investment companies registered with and regulated by, the Securities and Exchange Commission (SEC). 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. Medium. ALFM Global Multi-Asset Income Fund, Inc. is an open-end mutual fund incorporated in Philippines. What portion of your investment can be placed in medium or long term investments, i.e., more than 3 years? For BPI Family Savings Account Holders, please visit any BPI Family Savings Branch to transact your Subscriptions/Redemptions. His overriding concern is to protect principal amount of investments and earn a steady stream of interest income. How many years of experience have you had investing in securities, either directly or through a fund manager? Contact Nos. The Fund aims to achieve long-term capital appreciation by investing in a diversified portfolio of equities and fixed income instruments. If ever you do not meet the Risk Profile needed, you may update your Risk Profile by going to Investments > Risk Profile. Available Products for Conservative Investors: The portfolio seeks to achieve preservation of capital considering the effects of inflation. 2. : 506-0889, 975-6457, 506-0913. The Fund shall invest at least 90% of its net assets in equity securities under normal market conditions. I need to draw regular income from my investments and may use a portion of the principal in the short term. I will be concerned and will review the aggressiveness of my portfolio. Philippine Stock Exchange Composite Index (PSEi). The ALFM Euro Bond Fund is ideal for investors who want attractive returns for their Euro funds. To date, the ALFM Mutual Funds have the largest market share in the mutual funds industry in the Philippines. 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 2: Fill out the Client Information Sheet. Answer: Mutual fund shares can be bought through the Certified Investment Solicitors (CIS), which are licensed by the SEC. What do you want to achieve from your investment? 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