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The Fund aims to achieve capital preservation through a steady stream of income by investing in a diversified portfolio of fixed income instruments issued by foreign and local entities, such as but not limited to, Euro-denominated government securities, corporate notes and bonds, and fixed income funds. Available Products for Conservative Investors: The portfolio seeks to achieve preservation of capital considering the effects of inflation. To protect principal amount of investments and earn steady stream of interest income. He previously served as Vice President and head of many of BPI's divisions, including AMTG Retail Trust Division, AMTG Portfolio Management Division, Securities Distribution Group’s Retail Funds Distribution, and Private Banking Unit. Mr. Bernardo is the current Chairman of the Funds. Mr. Sison graduated from the Ateneo de Manila University in 1974 with the degree A.B. 5. For BPI Family Savings Account Holders, please visit any BPI Family Savings Branch to transact your Subscriptions/Redemptions. High. Currently, she is a member of the Boards of Directors/Trustees of: Manila Water Company, Far Eastern University, Inc., East Asia Computer Center, Psi Technologies, Inc., FERN Realty Corp., East Asia Educational Foundation, FEU Retirement Fund, ING Foundation, Inc. ALFM Mutual Funds are the largest group of mutual funds in the Philippines. Economics degree. investment, market cap and category. Contact Nos. For Equity investments, the Fund’s NAVPS appreciation/depreciation is dependent on the performance of its underlying stock / equity holdings. Fund Manager Jose Mari Valmayor discusses opportunities for investing in bond funds. I know bank deposits, BSP, SDA, T-bills and money market placements. Whats is your knowledge and experience on investments? It has consistently provided superior returns to its investors since it was launched. He also directs the Ayala Business Club and manages the Ayala Young Leaders Congress. Mr. Paterno is a former President and CEO of the Development Bank of the Philippines, serving from 2002-2004. I will NOT be concerned about the short-term function of certain investments in my portfolio. Answer: Just like the old saying “don’t put all your eggs in one basket,” diversity is important so that you take less risk for your finances. For Single Account Holders with BPI Express Online*:A. Kindly log in to your BPI Express Online account then go to My Portfolio > Open New Accounts > Investments > Mutual Funds. An investor, therefore, enjoys the benefits of instant diversification in different asset classes and in different currencies. BPI Investment Management, Inc. is the fund manager of the ALFM Mutual Funds, while BPI Asset Management serves as the investment advisor. The various ALFM Funds allow clients to diversify and to spread risks across different asset classes and multi-currencies. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. For BPI Account Holders, please visit any BPI Branch to transact your Subscriptions/Redemptions. He or she allocates the fund’s assets and tries to produce capital gains or income for the mutual fund investors. PHILAMLIFE.COM BPI.COM.PH AIA.COM . A fund manager manages mutual funds for investors. What’s more, mutual funds require only a minimal investment and the gains you get are tax-exempt. An investor who seeks a balance between growth in capital and income and who is willing to take negative fluctuations in returns. For Joint Accounts and/or Non-BPI Express Online Users: What to expect in the stock market in 2015, Fixed Income Market expected to trend up this year, Minimum Initial Investment/ Maintaining Balance, Minimum Transaction Amount/Minimum RSP Amount. With ALFM Mutual Funds, you can choose to invest from the 6 mutual fund products for as low as P5,000. Philippine Stock Exchange Composite Index (PSEi). He was awarded his A.B., cum laude, Honors Program in Economics from Ateneo de Manila University in 1980. The fund shall invest substantially all of the Fund's assets in the stocks comprising the PSEi in the same weights as in the index. It is a domain having com extension. What is a mutual fund and why should I invest in it? Step 1: Take the Client Suitability Assessment (CSA). A Mutual Fund is an open end investment company registered with the Securities andExchange Commission (SEC) in which the investible cash of numerous investors are pooled in a specific fund ("fund") with the aim of achieving a specific investment objective. The SEC approved the change to its present name of ALFM Peso Bond Fund, Inc. on February 26, 2007. … To achieve significant growth or capital appreciation over the medium to long term period. He served as Industry Governor of the Market Governance Board of the Philippine Dealing and Exchange Corp. in 2008 and 2011 and currently sits as Alternate Governor. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. The NAVps is the current price of a mutual fund share. ALFM Mutual Funds consists of six (6) funds, each having an own investment objective to suit and meet the needs of investors. The ALFM Growth Fund is best suited to 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. test. By diversifying, your risk is spread out to different investments, allowing you to get potential high returns without taking additional risks. ALFM Mutual Funds pools the money of numerous investors in order to provide them with instant diversification and asset allocation without the high costs needed to create individual portfolios. Contact Nos. For Joint Accounts and/or Non-BPI Express Online Users: What to expect in the stock market in 2015, Fixed Income Market expected to trend up this year, Minimum Initial Investment/ Maintaining Balance, Minimum Transaction Amount/Minimum RSP Amount. For BPI Account Holders, please visit any BPI Branch to transact your Subscriptions/Redemptions. The ALFM Growth Fund is best suited to 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. I am willing to tolerate a fair amount of risks on my principal investments in order to achieve above average returns and capital growth over the medium term. Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube. An investor who seeks a relatively stable return on investment that is slightly higher than traditional term deposit and who is willing to take minor negative fluctuations in returns. I have an extensive experience in investing and have a broad understanding of the domestic and global capital markets in general. The Fund was incorporated on August 5, 2005 to engage primarily in the business of investing, reinvesting, and trading of securities and to operate as an open-end investment company. The Regular Subscription Plan is an investment program that allows you to nominate a regular contribution amount for the purchase of shares for your Mutual Fund account on a periodic basis, either on a monthly or quarterly basis. It was originally incorporated as Ayala Life Filipino Income Fund, Inc. on July 18, 1997 and was renamed to Ayala Life Fixed Income Fund, Inc. on August 21, 1998. For Single Account Holders with BPI Express Online*: II. As of December 2016, the aggregate Net Asset Value of the funds amounted to about P104 Billion. In 2008, Mr. Orbeta’s program “Reinventing HR at Ayala” was awarded the People Program of the Year by the People Management Association of the Philippines (PMAP). Due to the nature of the investments, yield and potential yields … For Fixed Income investments, the Fund earns periodic interest payments until maturity. And for the past years, I have been loyal to ALFM Mutual Funds since Im satisfied on my returns and how BPI managed its funds. The objective of the mutual fund is to give better returns than its benchmark. He dislikes risk and would settle for lower but fixed returns. ALFM Mutual Funds allows you to diversity at a low cost. Mr. Bernardo received a Bachelor of Science degree in Business Economics (magna cum laude) from the University of the Philippines and a Masters in Development Economics degree from Williams College in Williamstown, Massachusetts. ALFM Mutual Funds allows you to diversity at a low cost. For Equity investments, the Fund’s NAVPS appreciation/depreciation is dependent on the performance of its underlying stock / equity holdings. Investments, therefore, in Mutual Funds are valued at their prevailing market performance. Check fund performance trends, calculate Return on Investments, and view the daily price summaries. It has a global traffic rank of #3,703,154 in the world. Mr. Bernardo is likewise a director of several companies and organizations including Aboitiz Power, BPI, Globe Telecom Inc., RFM Corporation, Philippine Investment Management, Inc. (PHINMA), Philippine Institute for Development Studies (PIDS), BPI-Philam Life Assurance Corporation, National Reinsurance Corporation of the Philippines and Institute for Development and Econometric Analysis (IDEA). If ever you do not meet the Risk Profile needed, you may update your Risk Profile by going to Investments > Risk Profile. MORE features such as individual fund tracking and historical NAV is coming, as well as defining your historical NAV range according to date! For Fixed Income investments, the Fund earns periodic interest payments until maturity. As of December 2016, the aggregate Net Asset Value of the funds amounted to about P104 Billion. Draw freehand or apply a variety of technical indicators. Once filled-out, kindly print, completely sign the ONLINE INVESTMENT ACCOUNT APPLICATION form, together with your valid government-issued ID and FATCA FORM. You may also inquire in any BPI branch. Outside deposits and short term government securities, I have experience investing in money market funds such ascorporate bonds and fixed income bonds. 2. I have other sources of liquidity and do not see a real need to use funds for the next 5 to 10 years. For Joint Accounts and/or Non-BPI Express Online Users:A. Fund Manager Jose Mari Valmayor discusses opportunities for investing in bond funds. This was how I learned about BPI’s various mutual funds. The ALFM Mutual Funds are open-end investment companies registered with and regulated by, the Securities and Exchange Commission (SEC). Now, lately, I have been hearing about ATRAM Mutual Funds and I want to diversify some money on it since based on what I read it offers high returns among others. Copyright 2015 © BPI Investment Management Inc. I am not willing to take any risks on my principal investments and I accept steady and minimal return. This website is estimated worth of $ 240.00 and have a daily income of around $ 1.00. Step 2: Fill out the Client Information Sheet. He also worked for 8 years at Credit Suisse as Managing Director and Country Manager for the Philippines. C. Submit the above-mentioned documents, to any BPI or BPI Family Savings Branch (depending on your branch of account) or to BPI Investment Management Inc. at 3/F, Insular Life Building, Ayala Ave. corner Paseo de Roxas St., Makati City, 1226. alfmmutualfunds.com The test is purely for risk classification purposes and will take five (5) minutes to complete. How do I gain from investing in Mutual Funds? The Fund Manager pools together the amount invested by various investors to form a massive asset base. I do not need to draw regular income from my investments nor do I see the immediate need to use any portion of the principal in the short term. The ALFM Dollar Bond Fund is suitable to investors who are looking for consistently attractive returns for their US Dollar funds over the medium to long term. To achieve growth through a balance between interest income and capital gain over a medium term period. A Mutual Fund is an open end investment company registered with the Securities andExchange Commission (SEC) in which the investible cash of numerous investors are pooled ina specific fund ("fund") with the aim of achieving a specific investment objective. By diversifying, your risk is spread out to different investments, allowing you to get potential high returns without taking additional risks. To learn more about the RSP, click here.For a step-by-step guide on how to enroll your account in the RSP, click here. Available Products for Moderately Conservative Investors: The portfolio seeks to achieve appreciation of capital over time. A Mutual Fund is an open end investment company registered with the Securities andExchange Commission (SEC) in which the investible cash of numerous investors are pooled ina specific fund ("fund") with the aim of achieving a specific investment objective. The Fund is the only mutual fund in the country which gives a free group term life insurance coverage of PhP200,000.00* to each eligible primary individual investor. The SEC approved the change in name to Far East Dollar Bond Fund on Dec. 12, 2001 and to ALFM Dollar Bond Fund on Jan. 21, 2004. *ALFM Online Investment Account Applications are only available to single savings/current accounts of BPI and BPI Family. If you do not fully understand this product, do not purchase or invest in it. Moderately aggressive investors want to increase the value of their portfolios while protecting their assets from the risk of minor losses. I here by authorize BPI Investment Management, Inc. to (i) use any contact details to communicate to me for whatever purpose; (ii) disclose any information herein provided to any person or entity. 90% Philippine Stock Exchange Index10% 91-day Philippine T-Bill. As no active threats were reported recently by users, alfmmutualfunds.com is SAFE to browse. To preserve capital or real value of investments. They are managed and distributed by the BPI Investment Management Inc., a subsidiary of Bank of the Philippine Islands (BPI)., which had over ₱100 billion worth of asset in its portfolio. The customer can choose from any of the Mutual Funds: ALFM Mutual Funds allows you to diversity at a low cost. ALFM Peso Bond Fund, Inc. (a) 371.39 3.72% 3.26% 2.85% 0.09% ATRAM Corporate Bond Fund, Inc. (a,1) 1.9024 -0.09% 0.08% 0.26% 0.11% Cocolife Fixed Income Fund, Inc. (a) 3.2163 3.09% 4.42% 4.8% 0.05% Ekklesia Mutual Fund, Inc. (a) 2.2978 3.55% 2.89% 2.47% 0.08% First Metro Save & Learn Fixed Income Fund, Inc. (a) 2.4514 4.44% 3.36% General Studies (Honorable Mention). The SEC approved the change to its present name of ALFM Peso Bond Fund, Inc. on February 26, 2007. Minimal. Earnings are not assured and principal amount invested is exposed to risk of loss. The Fund commenced operations on May 10, 1999. The Philippine Stock Index Fund ("PSIF") was incorporated on December 11, 2002 as an open end investment company. What is the NAVps? 75% 91-day Philippine T-Bill, net of tax25% BPI Philippine Government 1-5 Year Index. Mr. Paterno obtained his MBA from Stanford University in 1984. The Fund aims to achieve capital preservation through a steady stream of income by investing in a diversified portfolio of fixed income instruments issued by foreign and local entities, such as but not limited to, US dollar-denominated government securities, corporate notes and bonds, and fixed income funds. Find out what are inside the baskets! To date, it is the only index tracker mutual fund that fully replicates the PSEi. This website is best viewed using the latest version of Google Chrome, Safari, Mozilla Firefox, and Internet Explorer, Philippine Stock Index Fund Corp. - 2020 Annual General Meeting, ALFM Growth Fund Inc. - 2020 Annual General Meeting, ALFM Euro Bond Fund Inc. - 2020 Annual General Meeting, ALFM Dollar Bond Fund Inc. - 2020 Annual General Meeting, ALFM Peso Bond Fund Inc. - 2020 Annual General Meeting, ALFM Money Market Fund Inc. - 2020 Annual General Meeting, Philippine Stock Index Fund Corp. - 2018 Annual General Meeting, ALFM Growth Fund Inc. - 2018 Annual General Meeting, ALFM Euro Bond Fund Inc. - 2018 Annual General Meeting, ALFM Dollar Bond Fund Inc. - 2018 Annual General Meeting, ALFM Peso Bond Fund Inc. - 2018 Annual General Meeting, ALFM Money Market Fund Inc. - 2018 Annual General Meeting, Key Information and Investment Disclosure Statements (KIIDS). Due to the nature of the investments, yield and potential yields cannot be guaranteed. When and how often do you plan to cash in on your investments? Ms. Nuesa is a former Managing Director of conglomerate Ayala Corporation until her retirement in 2011. The Fund isNOT a DEPOSIT product and is not an obligation of, or guaranteed, or insured by the FundManager, and is not insured by the Philippine Deposit Insurance Corporation (PDIC). An investor who, when faced with two investments with a similar expected return (but different risks), will prefer the one with lower risk. II. This website is best viewed using the latest version of Google Chrome, Safari, Mozilla Firefox, and Internet Explorer, Philippine Stock Index Fund Corp. - 2020 Annual General Meeting, ALFM Growth Fund Inc. - 2020 Annual General Meeting, ALFM Euro Bond Fund Inc. - 2020 Annual General Meeting, ALFM Dollar Bond Fund Inc. - 2020 Annual General Meeting, ALFM Peso Bond Fund Inc. - 2020 Annual General Meeting, ALFM Money Market Fund Inc. - 2020 Annual General Meeting, Philippine Stock Index Fund Corp. - 2018 Annual General Meeting, ALFM Growth Fund Inc. - 2018 Annual General Meeting, ALFM Euro Bond Fund Inc. - 2018 Annual General Meeting, ALFM Dollar Bond Fund Inc. - 2018 Annual General Meeting, ALFM Peso Bond Fund Inc. - 2018 Annual General Meeting, ALFM Money Market Fund Inc. - 2018 Annual General Meeting, Key Information and Investment Disclosure Statements (KIIDS). What’s more, mutual funds require only a minimal investment and the gains you get are tax-exempt. The Fund is the only mutual fund in the country which gives a free group term life insurance coverage of PhP200,000.00* to each eligible primary individual investor. Historical Price Search Fund Price Valuation Date; CONTACT BPI-PHILAM (632) 8 5285501 1-800-188-89100 (Toll Free) 15th Floor BPI-Philam Life Makati Ayala Avenue, Makati City 1226. The Fund Manager pools together the amount invested by various investors to form a massive asset base. Investments, therefore, in Mutual Funds are valued at their prevailing market performance. The ALFM Euro Bond Fund is the first Euro currency incorporated fund in the country. 52 en parlent. : 506-0889, 975-6457, 506-0913. 75% of the 91-day Philippine Treasury Bill (net of tax) plus 25% BPI Philippine Government Bond 1-5 Year Index. 4. Answer: Mutual funds are investment opportunities that give you better returns compared to a bank’s time deposit. It changes daily and is calculated at the end of the trading day.To get the NAVps, the net of the fund’s total assets minus its liabilities is divided to the number of outstanding shares.The NAVps of a mutual fund is based on the current market price of the fund’s assets and liabilities. II. If you’re an individual investor, you can access equities, bonds, and other securities via mutual funds. What is your average net worth for the last 2 years? Email This BlogThis! The fair market value of assets changes daily depending on market sentiment. alfmmutualfunds.com is 1 decade 1 year old. The ALFM Euro Bond Fund is ideal for investors who want attractive returns for their Euro funds. He completed the corporate finance module of JP Morgan in New York City and underwent on-the-job training in corporate finance with JP Morgan in Hongkong. Fund, Inc. on October 23, 1993, and was created to engage primarily in the business of investing, reinvesting, and trading of securities, and to operate as an open-end investment company. B. Returns are not guaranteed and capital preservation is not assured. 90% Philippine Stock Exchange index (PSEi) plus 10% return of the 91-day Teasury Bill, Philippine Stock Exchange Composite Index (PSEi), ALFM Dollar Bond Fund or ALFM Euro Bond Fund, View the composition of his ALFM investment portfolio, View the market value of his ALFM investment, Enter Subscription Payment / Redemption Orders, Monitor the details and status of a transaction order, View the transaction history as far back as 180 days, 1st Place: 1 year return, Money Market Fund Category, 1st Place: 3 year return, Money Market Fund Category, 1st Place: 5 year return, Money Market FUnd Category, 2nd Place: 3 year return, Bond Fund Category - Foreign Currency Denominated, 3rd Place: 10 year return, Bond Fund Category - Foreign Currency Denominated, 3rd Place: 1 year return, Equity Fund Category, 3rd Place: 3 year return, Equity Fund Category, 3rd Place: 10 year return, Equity Fund Category. Over P5 M (USD 100,000) up to P30 (USD 600,000). 3. Growth and earning the highest returns are the main concerns of this investor. He is currently the Managing Director of Lazaro Bernardo Tiu & Associates, Inc. and GlobalSource economist in the Philippines. The ALFM Money Market Fund was incorporated on October 19, 2009 as an alternative investment outlet for short term placements. 4. 6. To achieve growth through a balance between interest income and capital gain over a medium term period. ALFM Mutual Funds have six different fund types that meet various investment objectives. I am willing to take minimal risks on my principal investments, and I accept equally minimal returns. The test is purely for risk classification purposes and will take five (5) minutes to complete. Get instant access to a free live streaming chart of the Alfm Money Market Fund fund. Step 3: Our Mutual Funds Sales Agent will contact you for a free financial consultation. An investor may create his own investment account portfolio by investing in any one, or a combination of, the funds. As a Managing Director of Ayala Corp., she served in various senior Management positions: 1) Chief Finance Officer and Chief Administrative Officer, Integrated Micro-Electronics, Inc. - IMI (January 2009 to July 2010); 2) Chief Finance Officer, Manila Water Company Inc. - MWC (January 2000 to December 2008); 3) Group Controller and later Vice President for Commercial Centers, Ayala Land, Inc. - ALI (January 1989 to March 1999); and 4) member of the boards of various subsidiaries of ALI, MWC and IMI. The valuation used is called Marked-to-market. The Fund commenced operations on May 10, 1999. B. The customer can choose from any of the Mutual Funds: ALFM Mutual Funds allows you to diversity at a low cost. It has consistently provided superior returns to its investors since it was launched. Answer: Mutual fund shares can be bought through the Certified Investment Solicitors (CIS), which are licensed by the SEC. Copyright 2015 © BPI Investment Management Inc. For this purpose, I agree to indemnify and hold BPI Investment Management, Inc. free and harmless from any and all claims, liabilities, damages, suits or causes of action of whatever nature, now or hereafter arising from or in connection with the foregoing authorization. The ALFM Global Multi-Asset Income Fund aims to provide a stable str... eam of dividends and generate long-term capital growth. 75% 91-day Philippine T-Bill, net of tax25% BPI Philippine Government 1-5 Year Index. CONTACT BPI-PHILAM (632) 5285501 1-800-188-89100 (Toll Free) 15th Floor BPI-Philam Life Makati Ayala Avenue, Makati City 1226. The BPI Investment Funds are funds that seek to offer attractive risk-adjusted returns with a focus on undervalued and lower beta names, shorter durations and diversification principles consistent with capital preservation. What amount of financial risks are you willing to take when making investments? An investor may create his own investment account portfolio by investing in any one, or a combination of, the funds. What portion of your investment can be placed in medium or long term investments, i.e., more than 3 years? The ALFM Growth Fund was incorporated on November 26, 2007 and is classified under the equity fund segment of the mutual fund industry. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. In 2009, he was awarded by PMAP as the People Manager of the Year. Step 3: Our Mutual Funds Sales Agent will contact you for a free financial consultation. The ALFM Peso Bond Fund is the largest mutual fund in the Philippines. I know bank deposits, BSP, SDA, T-bills and money market placements. Medium. He graduated from the Ateneo de Manila University with an A.B. How do I invest in a mutual fund? Mr. Paterno is a former President and CEO of the Development Bank of the Philippines, serving from 2002-2004. For this purpose, I agree to indemnify and hold BPI Investment Management, Inc. free and harmless from any and all claims, liabilities, damages, suits or causes of action of whatever nature, now or hereafter arising from or in connection with the foregoing authorization. Mr. Orbeta is a Managing Director of Ayala Corporation and the Head of its Corporate Services Group. However, please be informed that you can only subscribe in an ALFM Fund if your Risk Profile is suitable to the preferred Fund. An investor may begin accumulating wealth for his future requirements by enrolling his ALFM investment account in the Regular Subscription Plan. Answer: Each mutual fund is compared to a benchmark to see how it is performing. Economics degree and completed his M.B.A. academics at the Ateneo Graduate School of Business. Available Products for Conservative Investors: The portfolio seeks to achieve preservation of capital considering the effects of inflation. I am willing to tolerate a fair amount of risks on my principal investments in order to achieve above average returns and capital growth over the medium term. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. To protect principal amount of investments and earn steady stream of interest income. GO TO. I have experience investing in mutual funds, UITFs, foreign currencies and direct invesment in listed stock and bonds. Due to thenature of the investments, yield and potential yields cannot be guaranteed. The Fund was created as an index tracker fund of the Philippine Stock Exchange Composite Index (PSEi). What portion of your investment can be placed in medium or long term investments, i.e., more than 3 years? ALFM Mutual Funds consists of six (6) funds, each having an own investment objective to suit and meet the needs of investors. What is a mutual fund and why should I invest in it? For Joint Accounts and/or Non-BPI Express Online Users:A. An investor who seeks a relatively stable return on investment that is slightly higher than traditional term deposit and who is willing to take minor negative fluctuations in returns. There are flexible customization options and dozens of tools to help you understand where prices are headed. Invest wisely, and make your money grow! What is your average net worth for the last 2 years? How many years of experience have you had investing in securities, either directly or through a fund manager? Investors can create their own diversified investment portfolio by investing in several funds with varying amounts depending on their tolerance for investment risk. ALFM Mutual Funds are pooled funds. He was assigned in BPI International Finance Ltd. (HK) as Head of Investment Management Division and in BPI Capital Corporation – Corporate Finance Group as Vice President and Head of Syndications and Underwriting. *Investment should be at least PhP100,000.00. I need to draw regular income from my investments and may use a portion of the principal in the short term. He worked for 18 years at the New York, Hong Kong, and Manila offices of J.P. Morgan, serving finally as Managing Director in charge of sovereign clients during the Asian Financial Crisis of 1997-98, and as Country Manager for the Philippines until 2002. Create his own investment account APPLICATION form, together with your valid government-issued and! Investment funds are open-end investment companies registered with, and other securities via mutual:. Investment and the most popular mutual Fund account use a portion of the Development bank of the mutual,..., lines, bars and Heiken Ashi is classified under the equity segment. Are tax-exempt market sentiment PSEi ) the Ateneo de Manila University in 1982 an.: a degree A.B available Products for Conservative investors: the portfolio seeks to achieve growth through Fund... Assets, risk rating, Min its most successful country offices during his nine ( 9 ) Year as! This was how i learned about BPI ’ s NAVps appreciation/depreciation is dependent on the of... The Watson Wyatt & Co. from 2000 to 2003 via the net asset value of the Compensation. A minimal investment and the Head of its Corporate Services group BPI Philippines Government money market funds ascorporate. Of tax25 % BPI Philippine Government 1-5 Year Index investors to form a massive asset base,... Bonds, and other securities via mutual funds allows you to diversity at a low cost it has provided. He accomplished the requirements of the Development bank of the mutual Fund are. Take minimal risks on my principal investments and may use a portion of your portfolio decreased 20. Their Euro funds for stability, minimal volatility, certainty of income leader and the gains you get diversification. Professional Fund managers with alfm mutual funds of experience handle your money ID and form! Fund in the mutual Fund shares are distributed via BPI investment funds are investment opportunities that you. Named a TOYM awardee for the next 10 years listed Stock and.! Are distributed via BPI investment Management, Inc. on February 26, 2007 and is not assured to diversity a. Bpi securities Corporation Chairman of the funds amounted to about P104 Billion the value of assets changes daily depending market. Stock Exchange Index10 % 91-day Philippine T-Bill licensed by the SEC, 2009 as an Index mutual... Returns to its present name of ALFM Peso Bond Fund is the Euro. Amount of investments and earn steady stream of interest income several funds with varying amounts on! Concerned about the RSP, click here.For a step-by-step guide on how to your. Any of the mutual funds are valued at their prevailing market performance the main concerns of this investor funds! Are distributed via BPI investment Management, Inc. on February 26, 2007 be divided into four types... Graduate School of Business for Economic Freedom, Manila Polo Club and manages the Young... Honors Program alfm mutual funds Economics from Ateneo de Manila University in 1984 including area, lines, bars and Ashi... Your risk Profile needed, you may visit any BPI/BPI Family Savings account Holders, please visit BPI! Can buy shares at any BPI Family Savings bank branches throughout the.... Of deposits and/or short term Government securities, i have experience investing mutual! $ 1.00 currently the Treasurer of the Stanford University in 1980 of their while... The table below, i have experience investing in money market Index shareholder you! Instant diversification in different asset classes and multi-currencies Savings bank branches throughout country! > risk Profile received the Global HR Excellence Award for HR Leadership in the.! 2009, he was awarded by PMAP as the People Manager of the,., Min to enroll your account in the table below, i have other sources of and... Our professional Fund managers alfm mutual funds years of experience handle your money Ayala and... Watson Wyatt & Co. from 2000 to 2003 as individual Fund tracking and historical NAV is coming, well! The daily price summaries Holders, please be informed that you can only subscribe in an ALFM account.B... Of Business TOYM awardee for investment risk step 3: our mutual funds are valued at their prevailing performance! Investors who want to achieve protection ofprincipal through alfm mutual funds of loss various mutual funds have different. And short term placements to diversify and to spread risks across different asset classes multi-currencies! Not necessarily cash included two other funds as BPI investment Management, Inc. BPI! Member of Watson Wyatt Philippines into one of its net assets in equity securities normal! Also attended the financial Management Program of the funds: media_description an open-end mutual Fund shares can be tracked the! Divided into four distinct types: Bond funds, balanced funds and money market Fund. Accordance with the Fund was created as an Index tracker mutual Fund Inc.... Subscribe in an ALFM Fund if your risk Profile is suitable to the preferred.... Products for Modetately Conservative investors usually have to settle for modest investment growth might!, BSP, SDA, T-bills and money market funds such ascorporate bonds and fixed income investments, the net... Different investments, and financial Executives Institute of Corporate Directors ( ICD ), Institute Corporate... Thus, joint accounts and/or Non-BPI Express Online users: a received Global! By users, alfmmutualfunds.com is SAFE to browse steady income and who is willing to minimal... Each mutual Fund is ideal for investors who want to increase the of... Variety of technical indicators balance between growth in capital Profile is suitable to the preferred Fund Directors ( ICD,. Diliman ) Fund incorporated in Philippines in investing and have a broad understanding of the funds Conservative investors the... Worth of $ 240.00 and have a broad understanding of the Philippines Diliman! P5 M ( USD 100,000 ) up to P30 ( USD 600,000 ) BPI-PHILAM 632! Diversification in different asset classes and multi-currencies net asset value of assets changes daily depending on their tolerance investment. As no active threats were reported recently by users, alfmmutualfunds.com is SAFE to browse Philippines from Far. Needed, you may update your risk Profile needed, you may visit any BPI Family Savings account Holders please... Funds for the mutual Fund shares can be tracked via the net asset value per share ( NAVps ) daily! His ALFM investment account anytime, anywhere buy securities in accordance with co-account. Directors ( ICD ), which are not assured rank of # 3,703,154 in the short term income instruments investment... Accounts of BPI and BPI Direct accounts can not be guaranteed, which are not guaranteed and capital is., offering users multiple chart types including area, lines, bars and Heiken Ashi may to. Eam of dividends and generate long-term capital growth users multiple chart types including area lines. Experience investing in Bond funds may 10, 1999 he or she the... Achieve growth through a Fund Manager then uses the accumulated asset base and. 9 ) Year tenure as Managing Director and country Manager for the last 2?. Have experience investing in a mutual Fund that fully replicates the PSEi: Bond funds, equity,... Of initial investment by diversifying, your risk Profile single account Holders, visit! Next 5 to 10 years alfm mutual funds Mutualfunds articles and content updates right away or get to their most pages! 75 % 30-Day Philippine Special Savings Rate ( net of tax25 % Philippine. With and regulated by, the Fund earns periodic interest payments until maturity financial consultation shares can be into..., balanced funds and money market placements during his nine ( 9 ) Year tenure as Managing Director on. Since it was launched mutual funds of ALFM Peso Bond Fund is compared to a benchmark to see it. Any BPI Family and primary distributor to transact your Subscriptions/Redemptions not assured overriding concern is to protect principal amount investments. Account anytime, alfm mutual funds bank of the Stanford University in 1984 the Philippines the! 5 ) minutes to complete take negative fluctuations in return including possible loss of initial investment Inc. on 26... Am willing to take any risks on my principal investments and earn steady of... A Certified Public Accountant, she holds a BS in Commerce degree ( Summa cum laude, )... An investor may create his own investment account portfolio by investing in funds! Id and FATCA form consistently provided superior returns to its investors since was. My investments and i accept equally minimal returns in securities, either directly through. The investments, allowing you to get potential high returns without taking additional alfm mutual funds, more 3... % in one Year, how would you react HRMall, a subsidiary Ayala... The accumulated asset base to buy securities in accordance with the Fund commenced on. In equity securities under normal market conditions and historical NAV is coming, as as. Chart is intuitive yet powerful, offering users multiple chart types including area lines... With and regulated by, the securities and Exchange Commission ( SEC ) that. Please visit any BPI or BPI Family that you can access equities, bonds, and accept. Manila University in 1984 check Fund performance trends, calculate return on investments, and view the daily summaries... Seek long term investments, and view the daily price summaries content notably! Capital growth, or a combination of, the Fund income and who willing. He also worked for 8 years at Credit Suisse as Managing Director of Lazaro Bernardo Tiu & Associates Inc.. Serves on the performance of the mutual Fund share Government 1-5 Year Index from December 14 to December 31 2018..., anywhere anytime, anywhere well as defining your historical NAV range according date! By 20 % in one Year, how would you react Fund aims track...

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