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Products - First Metro Asset Management, Inc.

First Metro Save and Learn Balanced Fund, Inc.


Fund Description:

The ideal fund for moderate risk takers, looking for long-term capital appreciation.

Description:

A mutual fund invested in a mix of fixed-income securities and stocks. Its goal is to provide total return consisting of as high a level of current income as is consistent with preservation of capital, liquidity and long-term capital appreciation. It is ideal for those who desire moderate growth and willing to assume moderate-to- high risk.

Fund Features:

Inception Date: 18-May-07
Investment Universe: Fixed- income securities
Risk Profile: Moderate
Minimum Investment Amount: Minimum : Php 5,000
Additional: Php 1,000
Transfer Agent: Metrobank
Custodian Bank: HSBC
External Auditor SGV & Co.


Investment Rate
1,000 to 99,999 2.00%
100,000 to 499,999 1.50%
500,000 to 1,999,999 1.00%
2,000,000 or higher 0.50%

Exit Fee  
First 6 months 1.00%

Management Fee  
Annual Fee 1.75%