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i have another question here from a newbie :) i believe that banks as well as insurance companies (i.e manulife, sunlife, philam etc) both offers UITFs right which are essentially broken down into either equities or bonds or combination. I was wondering what are the advantages of one over the other and which one would be better for me to invest in?

 

Thanks!

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i have another question here from a newbie :) i believe that banks as well as insurance companies (i.e manulife, sunlife, philam etc) both offers UITFs right which are essentially broken down into either equities or bonds or combination. I was wondering what are the advantages of one over the other and which one would be better for me to invest in?

 

Thanks!

 

Actually what the insurance companies offer are Mutual Funds managed by their Asset Management Affiliates. In concept, they are the same as UITFs but they are supervised by the Securities and Exchange Commission and participations are made via purchase of shares. I may be biased towards UITFs since they are more tightly regulated by the Bangko Sentral ng Pilipinas. Historically however, mutual funds have been doing better than UITFs in general. If this is due to the regulatory aspect, then for higher potential returns, mutual funds may be more to your liking. Again, this is strictly my own opinion, I would go with safety and therefore stick with UITFs.

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this thread is very informative!

 

doc pep, is it better to invest my money, i.e., P500k, all in SDA or do i have to place it in several investments, let's say 35% in SDA and 15% in UITF?

 

If your 15% funds are for long term investments (3-5 years), then you can invest it in UITFs. For the rest, if it is short term funds, then you can go to SDAs or Special Savings.

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  • 2 months later...
Guest lustfortravel
ask lang poe anu po ba yung stock broker im new lang po kac and interested bumili ng stock tnx in advace

 

i think you're in the wrong thread but in any case, a stock broker is someone who acts as an agent in the buying and selling of shares of stocks for a fee.

 

i believe there are threads devoted to the stock market here so you can check those out and backread .

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Guest paul2388
i think you're in the wrong thread but in any case, a stock broker is someone who acts as an agent in the buying and selling of shares of stocks for a fee.

 

i believe there are threads devoted to the stock market here so you can check those out and backread .

 

 

 

 

Thanks Now I know

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i think you're in the wrong thread but in any case, a stock broker is someone who acts as an agent in the buying and selling of shares of stocks for a fee.

 

i believe there are threads devoted to the stock market here so you can check those out and backread .

 

Thank you Ms. LFT. :flowers:

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dr pepper whats the minimum amount if one is to invest in UITF's?

 

Many banks and investment houses offer UITFs both peso and dollar, and most have more more than one of each, depending on the asset composition. Each UITF has their own minimum subscription, which can range between P5K to P100K. It would be best to inquire from your bank, or look at the websites for the individual minimum opening subscription of the UITF that you would be interested in.

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