Philam Life's The Money Tree

One of the best mutual fund you can invest with while enjoying the protection of a life insurance is the one offered by Philam Life. This investment and life insurance plan was called The Money Tree.

For the investment part, Philam Life’s The Money Tree lets you choose to invest in the Mutual Funds managed by Philam Asset Management Inc. (PAMI) given your investment objectives, your appetite for risks and time horizon.

Among the mutual funds managed by PAMI are as follows:

• Philam Strategic Growth Fund – It is an equity fund which were invested mostly in the equity or stock market. This is suitable for investors which aims for capital growth and have high appetite for risk.

•  Philam Fund, Inc.  – A balanced fund invested in an equal terms between the stock market and the fixed income market. This fund is suitable for investors with moderate risk tolerance while looking to maintain modest returns of steady income from investments.

• Philam Bond Fund – This fund is ideal for conservative type of investors. The fund’s objective is to preserve capital by investing into instruments that yields higher than the inflation rate. This were mainly invested into fixed-income investment instruments where risks are low.

For the insurance part, the Philam Life’s Money Tree guarantees life insurance benefits of 125% of your initial investments.

To participate with Philam Life’s Money Tree, the minimum participation amount is P125,000. You can make additional investments or top-ups later or can switch investment funds from one to the other depending on your preferences.

To know more about The Money Tree, click in the link below.

Click Here for The Money Tree