Gain exposure to equities
Invests primarily in equities for long-term capital appreciation.
Benefit from active fund management
Can invest in other opportunities outside of the top 30 local companies.
Grow your investments without going all-in on equities
Combines equities and fixed income to manage risk while potentially growing your money.
The Fund aims to achieve long-term capital appreciation by investing in a diversified portfolio of equities and fixed income instruments. The Fund shall invest at least 75% of its net assets in equity securities under normal market conditions.
ALFM Growth Fund | |
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Investor Type | Aggressive |
Fund Type | Equity Fund |
Benchmark | 90% Philippine Stock Exchange Index + 10% return of the 91-day Philippine Treasury Bill |
Base Currency | Philippine Peso |
Launch Date | November 27, 2007 |
Minimum Initial Investment/Maintaining Balance | PHP 1,000 |
Minimum Initial RSP | Php 1,000 |
Minimum Transaction Amount/Minimum RSP Amount | PHP 500 or equivalent amount of approximately 1 share |
Minimum Holding Period | 90 calendar days |
Early Redemption Fee | 1% of the redemption amount |
Total Management Fee | 2.00% p.a. |
Cut-off Time | 2:00 PM |
Contribution 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.
2025
2024
- ALFM Growth Fund Fact Sheet December 2024
- ALFM Growth Fund Fact Sheet November 2024
- ALFM Growth Fund Fact Sheet October 2024
- ALFM Growth Fund Fact Sheet September 2024
- ALFM Growth Fund Fact Sheet August 2024
- ALFM Growth Fund Fact Sheet July 2024
- ALFM Growth Fund Fact Sheet June 2024
- ALFM Growth Fund Fact Sheet May 2024
- ALFM Growth Fund Fact Sheet April 2024
- ALFM Growth Fund Fact Sheet March 2024
- ALFM Growth Fund Fact Sheet February 2024
- ALFM Growth Fund Fact Sheet January 2024
2023
- ALFM Growth Fund Fact Sheet December 2023
- ALFM Growth Fund Fact Sheet November 2023
- ALFM Growth Fund Fact Sheet October 2023
- ALFM Growth Fund Fact Sheet September 2023
- ALFM Growth Fund Fact Sheet August 2023
- ALFM Growth Fund Fact Sheet July 2023
- ALFM Growth Fund Fact Sheet June 2023
- ALFM Growth Fund Fact Sheet May 2023
- ALFM Growth Fund Fact Sheet April 2023
- ALFM Growth Fund Fact Sheet March 2023
- ALFM Growth Fund Fact Sheet February 2023
- ALFM Growth Fund Fact Sheet January 2023
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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.