Titled “Ladder to Financial Freedom – The Basics of Mutual Fund Investing”, the said investment seminar was being held every Thursday at 4:00 PM at PEMI’s office in the East Tower of the Philippine Stock Exchange located in Ortigas Center in Pasig City.
Attendance in the said seminar is free and for those who are interested in investing with mutual funds, I am encouraging you to attend this very rare opportunity. To book your slot, just send an email to Ms. Genalyn Baal, Investment Officer of PEMI through her email at genalyn.baal@philequity.net or through seminars@philequity.net.
Although brief, the said event was very enlightening to me and my wife. Both of us were avid advocate of unit investment trust funds (UITF) more than mutual funds (MF). But because of that brief experience, we are convinced that PEMI was one of the best mutual funds management company in the industry today.
Backed by the former chairman of the Philippine Stock Exchange and one of the best fund managers of today, Mr. Wilson Sy, I can say that investments with this company were really in good hands!
At present, PEMI has four (4) mutual funds you can choose to invest with. These are the following together with their fund features.
Philequity Fund, Inc.
- Type Of Fund : Equity Fund
- Minimum Initial Investment: P5,000
- Minimum Additional Investment: P1,000
- Sales Load: Not more than 3.5%
- Exit Fees:
- 2.0% - Less than 1 year
- 1.5% - 1 year - less than 2 years
- 0.0% - 2 years and up
- Management Fee: 1.50% per annum of total funds under management
Philequity PSE Index Fund, Inc.
- Type Of Fund: Equity Index Fund
- Minimum Initial Investment: P200,000
- Minimum Additional Investment: P50,000
- Sales Load: Not more than 5.0%
- Exit Fees:
- 2.0% - Less than 1 year
- 1.5% - 1 year - less than 2 years
- 0.0% - 2 years and up
- Management Fee: 1.50% per annum of total funds under management
Philequity Peso Bond Fund, Inc.
- Type Of Fund: Long Term Bond Fund
- Minimum Initial Investment: P10,000
- Minimum Additional Investment: P5,000
- Sales Load: Not more than 1.0%
- Exit Fees:
- 1.0% - Less than 1 year
- 0.5% - 1 year - less than 2 years
- 0.0% - 2 years and up
- Management Fee: 1.50% per annum of total funds under management
Philequity Dollar Income Fund, Inc.
- Type Of Fund: Long Term Bond Fund
- Minimum Initial Investment: $2,000
- Minimum Additional Investment: $1,000
- Sales Load: Not more than 1.0%
- Exit Fees:
- 1.0% - Less than 1 year
- 0.5% - 1 year - less than 2 years
- 0.0% - 2 years and up
- Management Fee: 1.50% per annum of total funds under management
While the stock market is under correction due to series of events that affect the market sentiments, my wife projects this as an opportunity to invest some of her non-performing savings from her bank account.
Last Friday, a week after we attended the said seminar, she deposited her initial investment and plans to add more in the very near future.
With her growing diversified portfolio in Unit Investment Trust Funds and Mutual Funds, she was very much certain that her goals will be realized in the very bright near future.
Are you still afraid to take your “first step towards financial freedom”? Book your slot in PEMI’s “Ladder to Financial Freedom” seminar now!
Don’t worry, it’s FREE!