HOW TO BEGIN MUTUAL FUND INVESTMENTS
HOW TO BEGIN MUTUAL FUND INVESTMENTS
There are two options if you want to start your Mutual Fund investment:
FIRST OPTION: Pwede kang mag-open ng Mutual Fund account diretso sa mga Mutual Fund Companies. Maghanap lang ng agent or ng CIS (Certified Investment Solicitor) sa kanilang office upang ma-assist ka nila.
Here are the list of TOP Mutual Fund Companies in the Philippines that I know:
Philam Asset Management, Inc.
12th Floor, Ayala Life-FGU Center, Ayala Avenue, Makati City
Sun Life Asset Management Company, Inc.
Rizal Dr, Taguig, Metro Manila
ATR Asset Management, Inc.
17th Flr., Tower One & Exchange Plaza, Ayala Triangle, Ayala Avenue 1226, Makati City
Philequity Management, Inc.
Suite 2004-A, East Tower, Philippines Stock Exchange Centre, Exchange Road, Ortigas Center 1605, Pasig City
Soldivo Funds under Rampver Financials
Unit 2202, 22nd Floor, Antel Corporate Center, Valero, 3 Access Rd, Makati City
First Metro Investment Corporation
GT Tower, Ayala Ave, Makati, Metro Manila
Maaari kang magpunta sa offices nila upang makapag-open ng MF account.
PERO, may tinatawag silang Entry Fee or Sales Load na ibinabawas sa tuwing tayo ay mag-iinvest, usually nasa 3.5% ang charges depende sa mutual fund company.
For example ay nag-invest ka ng P100,000 sa isang MF company. Automatic yan ay may ibabawas na 3.5% sa perang ininvest mo.
P100,000 x 3.5% = P3,500
Ibig sabihin may ibabawas na P3,500 sa perang ininvest, instead na buong P100,000 ang perang naibili mo ng shares ay nabawasan pa at naging P96,500.
At sa tuwing dadagdagan mo pa ang investment mo ay may ibabawas pa rin na Sales Load.
SECOND OPTION: Pwede kang mag-open ng Mutual Fund account through IMG (International Marketing Group). Kaya kung isa kang member ng IMG ay sulit na sulit ay iyong membership dahil isa sa mga benefits ng member ay ZERO LOAD sa Mutual Fund Investments. Ibig sabihin kung halimbawang P100,000 ang na-invest mo ay buong buo yan walang bawas mabibili lahat ng shares.
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