This mutual fund is for moderate investors who have carefully assessed the risks involved associated with the Philippine stock market and want to balance their portfolio by investing a portion in bonds.
The Fund aims to achieve long-term capital appreciation by investing in a diversified portfolio of equities and fixed income instruments.
40% Bloomberg Philippine Sovereign Bond Index AI + 50% Philippines Stock Exchange Index (Total Return) + 10% Philippines 30-day Saving Rate (Net of 20% WHT)