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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.


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%