PAMI Horizon Fund
This mutual fund is for moderate investors who have carefully assessed the risks involved associated with the Philippine stock market and want to balance their portfolio by investing a portion in bonds.
The Fund aims to achieve long-term capital appreciation by investing in a diversified portfolio of equities and fixed income instruments.
| PAMI Horizon Fund | |
|---|---|
| Investor Type | Moderate |
| Fund Type | Multi-Asset Fund |
| Benchmark | 40% Bloomberg Philippine Sovereign Bond Index AI + 50% Philippines Stock Exchange Index (Total Return) + 10% Average 30-day Peso Deposit Rate of 4 major commercial banks (net of 20% WHT) |
| Base Currency | PHP |
| Launch Date | July 1, 1998 |
| Minimum Initial Investment | PHP 5,000.00 |
| Minimum Transaction Amount | PHP 1,000.00 |
| Minimum Holding Period | 180 calendar days |
| Early Redemption Fee | 1.00% of amount redeemed |
| Total Management Fee | 1.80% p.a. |
| Cut-off Time | 2:00 PM |
| Subscription Settlement | Day 1 End-of-Day |
| Redemption Settlement | Day 3 End-of-Day |
Please pick a date range below to view graphical history data. Fund performance data is available except on public holidays and weekends.
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At BPI Wealth, we are committed to providing our customers with superior services. Your opinions or suggestions regarding our products and services will enable us to serve you better. To share your opinions or suggestions, you may contact us through the following channels:
Please contact us through:
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Phone(+632) 889-10000For inquiries and comments, please call our 24-hour BPI Contact Center.
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emailbpiwealth@bpi.com.phFor concerns about starting or management of your investments, please send us an email to this address.
