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  • 2 weeks later...
  • 2 months later...

i have sunlife MF.. ok naman sya.. if you want pede din naman ikaw na mismo mag invest sa stocks or sa bonds directly prob lang medyo hassle pa.. even though i have MF i still do online stock trading.. turns out mas malaki pag ikaw mismo mag handle..

 

 

actually it depends. if you're a good trader/investor then you can outperform. but for some who have no idea on how to do this on their own it is still better to entrust your investible funds to professional fund managers.

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I'd stick to index funds, not mutual funds.

 

 

 

A mutual fund is a collective investment scheme managed by professional fund managers. The Fund may opt to be invested in various securities (ie. fixed income or equities). It could be called an index fund if the said mutual fund's objective is to gain capital appreciation by investing index related equities only.

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A mutual fund is a collective investment scheme managed by professional fund managers. The Fund may opt to be invested in various securities (ie. fixed income or equities). It could be called an index fund if the said mutual fund's objective is to gain capital appreciation by investing index related equities only.

 

Yeah, you're right. Best to stick to indexed mutual funds.

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  • 3 weeks later...
Guest Serenity12

I invested in a balanced fund with BPI last January and reaped my gains this week - earned more than 50% profit on my principal. Love the bull market and all. Of course, I also know the risks involved.

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Guest Serenity12

how much was your investment Madam?? and if i open one, what would the requirements be??

 

thanks in advance...

 

:ninja:

 

you have to have an atm account with bpi first. minimum is 50 thousand equivalent i think for the alfm growth fund( that's the name of their balanced fund). best of all, i enrolled my investment account in their online site so i can monitor the price daily without calling the bank.

 

but i was also lucky with the timing of my purchase which is why i earned so much. i'm not sure if the price is too high at this time.

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Guest eljuego

^^ hi tanglewoodboy,

 

bro, it depends on the fund that you will invest in.

 

Philam Bond Fund - minimum P5000

 

equity funds/balanced fund - minimum P10000

 

GSIS Growth Fund - minimum P5000

 

Dollar Bond Fund - $2000

 

Thanks.

What's the interest net tax now of the Philam Bond Fund? I remember 6 years ago, it was 8% net of tax.

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  • 2 weeks later...

you have to have an atm account with bpi first. minimum is 50 thousand equivalent i think for the alfm growth fund( that's the name of their balanced fund). best of all, i enrolled my investment account in their online site so i can monitor the price daily without calling the bank.

 

but i was also lucky with the timing of my purchase which is why i earned so much. i'm not sure if the price is too high at this time.

 

ok, thanks....

 

much appreciated..

 

so, the minimum would be 50K pala......

 

:)

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i'm selling mutual funds of philam or PAMI. my client invested 70k this january in equity funds. thanks to the bull run, it's almost 100k now since year to date gain is doing at 53%. not bad for an investment in less than a year. the key to mutual fund investment is you have to invest early and think long term. holding period is only 6 months.

 

i also invested in bpi mutual funds - ALFM. parang fixed income fund lang sya. not aggressive like equities. doing at 7%.

 

investing in mutual funds is calculated risk so you have to know when to invest and where to invest.

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