ALFM GROWTH FUND
The ALFM Growth Fund is best suited for investors who seek long term capital growth, or investors who want to invest in equities and fixed income instruments but have neither the time nor the expertise to make investment decisions.
The ALFM Growth Fund was incorporated on November 26, 2007 and is classified under the equity fund segment of the mutual fund industry.
Investment Objective
The Fund aims to achieve long-term capital appreciation by investing in a diversified portfolio of equities and fixed income instruments. The Fund shall invest at least 75% of its net assets in equity securities under normal market conditions.
Benchmark
90% Philippine Stock Exchange Index + 10% return of the 91-day Philippine Treasury Bill
| Investor Type | Aggressive |
| Fund Type | Equity Fund |
| Base Currency | Philippine Peso |
| Launch Date | November 27, 2007 |
| Minimum Initial Investment/Maintaining Balance | PHP 1,000 or equivalent amount of approximately one (1) share |
| Minimum Initial RSP | PHP 1,000 or equivalent amount of approximately one (1) share |
| Minimum Transaction Amount/Minimum RSP Amount | No minimum |
| Minimum Holding Period | 90 calendar days |
| Early Redemption Fee | 1% of the redemption amount |
| Management and Advisory Fee | 2.00% p.a. |
| Cut-off Time | 02:00 PM |
| Contribution Settlement | Day 1 End-of-Day |
| Redemption Settlement | Day 3 End-of-Day |
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