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Can’t
invest because your small fund does
not allow you access to high yielding
products?
Why
limit your money’s earning potential
in low yielding investments when it
can make more in our Unit Investment
Trust Fund?
EXPERTFUND
gives you maximum earnings potential
by pooling your fund with other
investors. Your risk exposure is
minimized due to the diversified
investments of the Fund.
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EXPERTFUND
is:
- A
peso UITF product that pools together
funds of various investors for investment
and reinvestment in a relatively short-term
to medium-term portfolio of fixed income
securities and deposits.
-
Suited to investors with relatively
low appetite for risk on their investments
but looking for moderate and relatively
stable returns.
-
Ideal for individuals, businessmen,
professionals, retirees, corporations
and other investor types who want easy
access to their funds when they need
it.
Features:
Eligibility |
Individuals
(Single or Joint Account Ownership)
Corporation |
Minimum
Investment |
P10,000.00 |
| Minimum
Additional Investment |
P10,000.00 |
| Maintaining
Balance |
P10,000.00 |
Settlement
Date |
Transaction
Date plus (1) day |
Term |
Open-
ended |
| Minimum
Holding Period |
30
days |
| Inception
Date |
October
21, 2005 |
Fund
Performnace as of 11/20/2008 |
ROI
NAVPU
-- 1.21288 |
Trust
Fee |
1.5 |
Documentation |
Participating
Trust Agreement and Confirmation of
Participation |
Visit
any Exportbank
Branch near you for more information
or call the Exportbank Trust Banking Group
at tel. nos. (02) 878-0206 / 887-0319
/
878-0208 / 878-0324; or contact
us through this site.
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