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Products - First Metro Asset Management, Inc.

First Metro Save and Learn Fixed-Income Fund, Inc.


Description:

A mutual fund invested in a well-managed portfolio of selected high grade fixed income generating instruments, such as bonds, commercial papers, and other money market instruments. Its goal is to provide as high a level of income as is consistent with preservation of capital and liquidity. This is best suited for those who desire low to moderate income growth with low risk.

Fund Description:

The ideal fund for conservative, long-term investors looking for reasonable growth but are wary of price volatility.

Investment Objective:

Long-term Capital Appreciation

Fund Features:

Inception Date: 18-May-07
Investment Universe: Stocks listed in the PSE and 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%