Fund Picks for Different Objectives
Capital Growth
COL Equity Index Fund
Fund Code: XCOLEIF
Initial Subscription: ₱500
A fund that aims to track and closely match the performance of the Philippine Stock Exchange Index (PSEi) by buying and selling a proportionate number of shares of the stocks that compose the PSEi.
📌 Best suited for investors who have an aggressive risk appetite.
Sun Life Prosperity World Equity Index Feeder Fund
Fund Code: XSLWEIF
Initial Subscription: ₱10,000
A feeder fund that seeks to replicate the performance of the global equity market as reflected in the MSCI All Country World Index. It invests 90% of its assets into the SPDR MSCI All Country World Index ETF.
📌 Best suited for investors who have an aggressive risk appetite.
Income Paying
ALFM Global Multi-Asset Income Feeder Fund
Fund Code: XALGMIF
Initial Subscription: ₱1,000
A feeder fund that aims to provide a steady stream of dividends while also aiming for long-term capital growth. It invests 90% of its assets into the BGF Global Multi-Asset Income Fund, managed by BlackRock.
📌 Best suited for investors who have a moderately aggressive risk appetite.
Manulife Global Multi-Asset Diversified Income Fund
Fund Code: XMLGMIF
Initial Subscription: ₱1,000
A feeder fund that aims to generate income and capital growth by investing in a diversified mix of stocks and bonds. It invests 90% of its assets to the Manulife Global Fund - Global Multi-Asset Diversified Income Fund managed by Manulife.
📌 Best suited for investors who have a moderately aggressive risk appetite.
Capital Preservation
Manulife Money Market Fund
Fund Code: XMLMM
Initial Subscription: ₱1,000
This fund aims to provide a parking facility for investors who are seeking to preserve their capital through short-term fixed income securities and deposits.
📌Best suited for investors who have a conservative risk tolerance.
Low Volatility
Manulife Income Builder Fund
Fund Code: XMLIBF
Initial Subscription: ₱1,000
This fund seeks to provide stable growth by investing in local government securities and high-quality corporate debt through an active duration management.
📌Best suited for investors who have a moderately conservative risk tolerance
ABF Bond Index Fund
Fund Code: XBPIABF
Initial Subscription: ₱1,000
The ABF Philippines Bond Index Fund is for investors with a medium-term investment horizon. It aims for stable growth by primarily investing in local government securities while tracking the ABF Philippines Bond Index.
📌 Best suited for investors who have a moderately aggressive risk appetite.
Explore more funds
Check out the COL Fund Source Guidebook to discover more about over 70 mutual funds and UITFs, including their key features to enhance your investing experience.
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Important Disclaimers
Securities recommended, offered or distributed by COL Financial Group, Inc. are subject to investment risks, including the possible loss of the principal amount invested. Past business performance is not indicative of and does not represent future returns. Although the information in this report has been obtained from and is based upon sources believed to be reliable, COL does not guarantee its accuracy, timeliness, completeness, correctness, or fitness for any particular purpose. All opinions and estimates constitute the judgment of COL as of the date of the report and are subject to change without prior notice. This report is for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of a security. COL Financial and/or its directors, officers, employees, and agents may have investments in securities or derivatives of the companies mentioned in this report and may trade them in ways different from those discussed in this report.