Pool your fund together with other investors who have similar investment objectives.
Sterling Bank Philequity Feeder Fund is best for people who may invest for their long term goals like investing for their retirement. It aims for capital appreciation as this UITF invests at least 90% of its funds in its target fund, the Fund Inc. which mainly invests in the Philippine stock market.
A Feeder Fund is UITF Structure where at least 90% of placements invested in an identified target fund.
A target fund is any existing local or global Collective Investment Scheme (CIS). This can be a mutual fund, Unit Investment Trust Fund or an Exchange traded fund.
Target Fund is the Philequity Feeder Fund Inc.
| Min. Initial Investment | Php 5,000 |
| Min. Additional Investment | Php 1,000 |
| Min. Period | 30 days |
| Trust Fee | 1.00% p.a. |
| Placement / Redemption Cut-off | 11:30 am |
| Documents | Participating Trust Agreement (PTA) only for initial Placements Confirmation of Participation (COP) |
| Documentation | T + 3 |
| Pay-out of Redemption | T + 4 |
| Client Risk Profile | Aggressive |
| Investment Objectives | Long Term Capital Growth |
| Investment Horizon | Long Term |
Disclaimer
Trust products and services are Trust and Investment Management arrangements and NOT deposit accounts or obligations of, or guaranteed, or insured by the trust entity or its affiliates or subsidiaries; are NOT covered by PDIC; and yields or income are likewise NOT guaranteed. Historical performance, when presented, is purely for reference purposes and is not a guarantee of similar future result.
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