The ALFM Growth Fund was incorporated on November 26, 2007 and is classified under the balanced fund segment of the mutual fund industry. The Fund’s investment objective is to provide long-term capital appreciation through investments in a diversified portfolio of equities and fixed income instruments. Under normal market conditions, the Fund shall invest at least 75% of its assets in equity securities. The Fund aims to outperform its benchmark which is the composite of the PSEi (75%) and the 91-day Treasury Bill (25%).
The ALFM Growth Fund is best suited to investors who seek long term capital growth, or investors who want to invest in equities and fixed income instruments but have neither the time nor the expertise to make investment decisions.
Fund Name
ALFM Growth Fund
Base Currency
Philippine Peso
Launch Date
November 27, 2007
Minimum Initial Regular Investment
Php 10,000.00
Minimum Initial RSP Investment
Php 5,000.00
Minimum Transaction Amount
Php 1,000.00
Minimum Holding Period
180 Calendar Days
Early Redemption Penalty
1% of the redemption amount
Management and Advisory Fee
2.0% p.a.
Financial Reporting
Philippine Accounting Standards
