This mutual fund is for moderate investors who want a balanced peso-denominated portfolio that helps manage and reduce risks associated with the stock market.
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) + 10.0% Philippines 30-day Savings Rate (Net of 20.0% WHT)