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Products - First Metro Asset Management, Inc.

First Metro Save and Learn Equity Fund, Inc..


Fund Description:

The ideal fund for aggressive, long-term investors looking for the capital growth opportunities in the Philippine stock market.


Description:

This is an actively managed portfolio of selected stocks, with strong balance sheets and attractive valuations. Its goal is to provide growth through long-term capital appreciation. It is an ideal investment for investors seeking high growth with high risk.

Fund Features:

Inception Date: 6-Sep-05
Investment Universe: Stocks listed in the PSE
Risk Profile: Aggressive
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 1.88%