Made for new investors
For beginners who want to grow their money without taking big risks.
Focuses on capital preservation
Invests in short-term peso-denominated investments to balance the safety and growth of your money.
Prioritizes stability
For investors looking for stable income and quick access to funds.
The Fund aims to achieve preservation of capital and stable income by investing in a diversified portfolio of Philippine Peso denominated short-term fixed income and money market instruments.
ALFM Money Market Fund (Units) | |
---|---|
Investor Type | Conservative |
Fund Type | Money Market Fund |
Benchmark | 75% 91-day Philippine Treasury Bill (net of tax) + 25% BPI Philippine Government Money Market Index |
Base Currency | Philippine Peso |
Launch Date | September 1, 2022 |
Minimum Initial Investment/Maintaining Balance | Php 1,000 |
Minimum Initial RSP | Php 1,000 |
Minimum Transaction Amount/Minimum RSP Amount | Equivalent amount of 1 share |
Minimum Holding Period | 7 calendar days |
Early Redemption Fee | 1% of the redemption amount |
Management and Advisory Fee | 0.50% p.a. |
Cut-off Time | 2:00 PM |
Contribution Settlement | Day 1 End-of-Day |
Redemption Settlement | Day 1 End-of-Day |
2025
2024
- ALFM Money Market Fund Fact Sheet December 2024
- ALFM Money Market Fund Fact Sheet November 2024
- ALFM Money Market Fund Fact Sheet October 2024
- ALFM Money Market Fund Fact Sheet September 2024
- ALFM Money Market Fund Fact Sheet August 2024
- ALFM Money Market Fund Fact Sheet July 2024
- ALFM Money Market Fund Fact Sheet June 2024
- ALFM Money Market Fund Fact Sheet May 2024
- ALFM Money Market Fund Fact Sheet April 2024
- ALFM Money Market Fund Fact Sheet March 2024
- ALFM Money Market Fund Fact Sheet February 2024
- ALFM Money Market Fund Fact Sheet January 2024
2023
- ALFM Money Market Fund Fact Sheet December 2023
- ALFM Money Market Fund Fact Sheet November 2023
- ALFM Money Market Fund Fact Sheet October 2023
- ALFM Money Market Fund Fact Sheet September 2023
- ALFM Money Market Fund Fact Sheet August 2023
- ALFM Money Market Fund Fact Sheet July 2023
- ALFM Money Market Fund Fact Sheet June 2023
- ALFM Money Market Fund Fact Sheet May 2023
- ALFM Money Market Fund Fact Sheet April 2023
- ALFM Money Market Fund Fact Sheet March 2023
- ALFM Money Market Fund Fact Sheet February 2023
- ALFM Money Market Fund Fact Sheet January 2023
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.