Type Equity Fund 4% 4% 4%. Minimum Holding Period 90 days Early Redemption Fee 1.00% Benchmark Philipppine Stock Exchange Index Banco de Oro Unibank, Inc. YTD 1 mo 6 mos YoY 3 Yrs. PPSE 7.95%0.38% 13.87% 5.57% 10 years PSEi 7.15%0.37% 13.20% 4.34% 5 years 3 years. Philequity Management, Inc. Fund Size PHP 11,435,612,912.41 Management and Distribution Fee 1.00% Minimum Subsequent PHP 1,000 Net Asset Value Per Share 1.0009 Transfer Agency Fee 0.15% Fund Structure Mutual Fund (Shares) Benchmark 100% PSEi Early Redemption Fee None Fund Classification Equity Index Fund

Mutual funds are a convenient way of investing in a variety of securities that can match your different financial goals. EASY WAY TO OWN SECURITIES LIQUIDITY Mutual funds minimize risk by spreading the investment among a variety of assets. diversification Investors can typically redeem their mutual fund shares at any time. are estimates of COL. x Equity index fund with as high as 100 % equity exposure (from 95 % -5 % equity -cash mix) and aims to mimic the performance of the Philippine Stock Exchange Index (PSEi) x Historically, the fund has closely matched the returns of the index over the last ten years with a minimal 0 .44 % difference every year Equity Fund. Invested primarily in stocks or termed as stock fund, it can be an ideal investment vehicle for aggressive investors who have a large amount of capital but with a limited knowledge and experience in financial investments (e.g., Sun Life Prosperity Equity Fund, Philam Strategic Growth Fund, and ALFM Growth Fund). Equity Index Fund. In the Philippines, it is a special type of equity fund in which the pooled capital or fund is invested in the Philippine Stock Exchange Index (PSEi At COL Financial, you have a choice to either invest directly on stocks or on mutual funds using the COL Fund Source. COL Fund Source is the first and only mutual fund supermarket in the Philippines that provides investors instant access to a wide array of mutual funds. With Fund Source, COL Financial now gives investors the convenience of managing their investments in one account.

All three index mutual funds: Sun Life, Philequity, and PAMI have sales loads ranging from .5% up to 3.5%. Unless you have a way to buy these three funds without sales load (maybe through COL financial, etc.), be sure that you have very good reasons why you will put your money in these funds.

All three index mutual funds: Sun Life, Philequity, and PAMI have sales loads ranging from .5% up to 3.5%. Unless you have a way to buy these three funds without sales load (maybe through COL financial, etc.), be sure that you have very good reasons why you will put your money in these funds. The Fund gained 0.94% for the month, and returned 5.34% for the year. Minimum Initial Investment PHP 1,000.00 Minimum Additional Investment PHP 500.00 1.0% p.a. of total funds under management Annual Management fee Redemption Settlement Max of 7 banking days Transfer Agent 3,752 Fund Fact Sheet as of Dec 27, 2019 PhilEquity PSE Index Fund COL Fund Source is finally live and active. Now we can make, open, add, redeem, mutual funds account online via COL Financial.And here’s the step by step ways how to do it. The most convenient way to invest different mutual funds online has finally happened and made possible by COL Financial with the top mutual funds in the country. INDEX FUNDS FOR BEGINNERS What are index funds? Are they safe? Are they risky? Should you actually invest in index funds? What type of investor would index funds fit? If you want to know all this The COL Advantage. COL Financial provides the best online platform, delivering essential research and analysis, as well as direct access to market data and statistics to keep you ahead in your investments. Open your account and build your personal wealth with COL Financial.

First Metro Phil. Equity ETF (EXCHANGE TRADED FUND) 01-OCT-14 Php 117.40 A security issued by First Metro that is structured to track the performance of the PSEi. This security allows small investors to enjoy the benefits of diversification at an affordable price.

16 Apr 2019 To invest in mutual funds through your COL account, click on the 'Mutual Fund' tab when you log in to your account at www.colfinancial.com. COL Fund Source is the first and only mutual fund investment supermarket in and experience in financial investments (e.g., Sun Life Prosperity Equity Fund, 

Is Col Financial's Mutual Funds program subscription based? MF/UITF. I'm planning to open up an account 

The COL Advantage. COL Financial provides the best online platform, delivering essential research and analysis, as well as direct access to market data and statistics to keep you ahead in your investments. Open your account and build your personal wealth with COL Financial. Minimum Initial Investment for this mutual fund is P5,000 and minimum additional investment is P1,000. Annual management fee is 1.5% per annum. Exit fees will be waived if you keep your funds for more than 2 years. If you’re investing with COL Financial as a broker, sales load is zero. Equity Fund. Invested primarily in stocks or termed as stock fund, it can be an ideal investment vehicle for aggressive investors who have a large amount of capital but with a limited knowledge and experience in financial investments (e.g., Sun Life Prosperity Equity Fund, Philam Strategic Growth Fund, and ALFM Growth Fund). Equity Index Fund. Type Equity Fund 4% 4% 4%. Minimum Holding Period 90 days Early Redemption Fee 1.00% Benchmark Philipppine Stock Exchange Index Banco de Oro Unibank, Inc. YTD 1 mo 6 mos YoY 3 Yrs. PPSE 7.95%0.38% 13.87% 5.57% 10 years PSEi 7.15%0.37% 13.20% 4.34% 5 years 3 years. Philequity Management, Inc. Fund Size PHP 11,435,612,912.41 Management and Distribution Fee 1.00% Minimum Subsequent PHP 1,000 Net Asset Value Per Share 1.0009 Transfer Agency Fee 0.15% Fund Structure Mutual Fund (Shares) Benchmark 100% PSEi Early Redemption Fee None Fund Classification Equity Index Fund Steps by Steps Procedures in Opening Mutual Fund Online: Log in to your COL Financial account. Tap the Mutual Fund tab. Select Order Entry. If you are a first time investor of mutual fund via COL, you have to answer the Client Suitability Assessment (CSA). It is part of the mutual fund account opening process.

Mutual funds are a convenient way of investing in a variety of securities that can match your different financial goals. EASY WAY TO OWN SECURITIES LIQUIDITY Mutual funds minimize risk by spreading the investment among a variety of assets. diversification Investors can typically redeem their mutual fund shares at any time.

Minimum Initial Investment for this mutual fund is P5,000 and minimum additional investment is P1,000. Annual management fee is 1.5% per annum. Exit fees will be waived if you keep your funds for more than 2 years. If you’re investing with COL Financial as a broker, sales load is zero. Equity Fund. Invested primarily in stocks or termed as stock fund, it can be an ideal investment vehicle for aggressive investors who have a large amount of capital but with a limited knowledge and experience in financial investments (e.g., Sun Life Prosperity Equity Fund, Philam Strategic Growth Fund, and ALFM Growth Fund). Equity Index Fund.

Last January Market Outlook event in Singapore, COL Financial with their CEO and VP – Research head, announce that they will finally offer mutual funds in their website. As you know, COL is a stock broker and adding mutual funds to their products will make them like a fund supermarket in the Philippines where you can buy both stocks and Minimum Initial Investment for this mutual fund is P5,000 and minimum additional investment is P1,000. Annual management fee is 1.5% per annum. Exit fees will be waived if you keep your funds for more than 2 years. If you’re investing with COL Financial as a broker, sales load is zero.