HR Mall is the Ayala Group’s shared services center and is now a full fledged business process outsourcing (BPO) company specializing in human resource services. The Fund Manager pools together the amount invested by various investors to form a massive asset base. She also attended the Financial Management Program of the Stanford University in 1991. The various ALFM Funds allow clients to diversify and to spread risks across different asset classes and multi-currencies. Sounds great! It was originally incorporated as Ayala Life Filipino Income Fund, Inc. on July 18, 1997 and was renamed to Ayala Life Fixed Income Fund, Inc. on August 21, 1998. For Single Account Holders with BPI Express Online*: II. Answer: Mutual fund shares can be bought through the Certified Investment Solicitors (CIS), which are licensed by the SEC. How do I open an ALFM Mutual Fund Account? Check fund performance trends, calculate Return on Investments, and view the daily price summaries. Copyright 2015 © BPI Investment Management Inc. Outside deposits and short term government securities, I have experience investing in money market funds such ascorporate bonds and fixed income bonds. test. For Single Account Holders with BPI Express Online*: II. I am willing to take minimal risks on my principal investments, and I accept equally minimal returns. General Studies (Honorable Mention). Answer: Mutual funds are investment opportunities that give you better returns compared to a bank’s time deposit. To date, the ALFM Mutual Funds have the largest market share in the mutual funds’ industry in the Philippines. An investor who seeks a balance between growth in capital and income and who is willing to take negative fluctuations in returns. The ALFM Mutual Funds are open-end investment companies registered with and regulated by, the Securities and Exchange Commission (SEC). When and how often do you plan to cash in on your investments? Privilege is offered From December 14 to December 31, 2017. He completed the corporate finance module of JP Morgan in New York City and underwent on-the-job training in corporate finance with JP Morgan in Hongkong. For Joint Accounts and/or Non-BPI Express Online Users:A. Copyright 2015 © BPI Investment Management Inc. 75% of the 91-day Philippine Treasury Bill (net of tax) plus 25% BPI Philippine Government Bond 1-5 Year Index. To preserve capital or real value of investments. If the value of your portfolio decreased by 20% in one year, how would you react? I hereby authorize BPI Investment Management, Inc. to (i) use any contact details to communicate to me for whatever purpose; (ii) disclose any information herein provided to any person or entity. Share to Twitter Share to Facebook Share to Pinterest. CONTACT BPI-PHILAM (632) 5285501 1-800-188-89100 (Toll Free) 15th Floor BPI-Philam Life Makati Ayala Avenue, Makati City 1226. Mutual Funds are NOT deposit products and are not obligations of, or guaranteed, or insured by the Fund Managers, and are not insured by the Philippine Deposit Insurance Corporation (PDIC). … 1. Mr. Bernardo is likewise a director of several companies and organizations including Aboitiz Power, BPI, Globe Telecom Inc., RFM Corporation, Philippine Investment Management, Inc. (PHINMA), Philippine Institute for Development Studies (PIDS), BPI-Philam Life Assurance Corporation, National Reinsurance Corporation of the Philippines and Institute for Development and Econometric Analysis (IDEA). The Regular Subscription Plan is an investment program that allows you to nominate a regular contribution amount for the purchase of shares for your Mutual Fund account on a periodic basis, either on a monthly or quarterly basis. Mr. Bernardo received a Bachelor of Science degree in Business Economics (magna cum laude) from the University of the Philippines and a Masters in Development Economics degree from Williams College in Williamstown, Massachusetts. This product cannot be sold to you unless its benefits and risk have been thoroughly explained. The Fund was created as an index tracker fund of the Philippine Stock Exchange Composite Index (PSEi). Mr. Paterno is a former President and CEO of the Development Bank of the Philippines, serving from 2002-2004. There are flexible customization options and dozens of tools to help you understand where prices are headed. The ALFM Euro Bond Fund is the first Euro currency incorporated fund in the country. The test is purely for risk classification purposes and will take five (5) minutes to complete. Step 3: Our Mutual Funds Sales Agent will contact you for a free financial consultation. The Fund aims to achieve capital preservation through a steady stream of income by investing in a diversified portfolio of fixed income instruments issued by foreign and local entities, such as but not limited to, US dollar-denominated government securities, corporate notes and bonds, and fixed income funds. *Investment should be at least PhP100,000.00. 74 K J’aime. To protect principal amount of investments and earn steady stream of interest income. ALFM Mutual Fund shares are distributed via BPI Investment Management, Inc., BPI Capital Corporation and BPI Securities Corporation. To date, it is the only index tracker mutual fund that fully replicates the PSEi. ALFM Growth Fund is an open-end mutual fund incorporated in the Philippines. As a Managing Director of Ayala Corp., she served in various senior Management positions: 1) Chief Finance Officer and Chief Administrative Officer, Integrated Micro-Electronics, Inc. - IMI (January 2009 to July 2010); 2) Chief Finance Officer, Manila Water Company Inc. - MWC (January 2000 to December 2008); 3) Group Controller and later Vice President for Commercial Centers, Ayala Land, Inc. - ALI (January 1989 to March 1999); and 4) member of the boards of various subsidiaries of ALI, MWC and IMI. The Fund aims to achieve long-term capital appreciation by investing in a diversified portfolio of equities and fixed income instruments. It has a global traffic rank of #3,703,154 in the world. Philippine Stock Exchange Composite Index (PSEi). GO TO. ALFM Mutual Funds - Every Adventure Starts with a Plan - YouTube Time may change a lot of things - the way we do dating, travelling, and even the way we work. The SEC approved the change in name to Far East Dollar Bond Fund on Dec. 12, 2001 and to ALFM Dollar Bond Fund on Jan. 21, 2004. For Joint Accounts and/or Non-BPI Express Online Users: What to expect in the stock market in 2015, Fixed Income Market expected to trend up this year, Minimum Initial Investment/ Maintaining Balance, Minimum Transaction Amount/Minimum RSP Amount. BPI Investment Management, Inc. is the fund manager of the ALFM Mutual Funds, while BPI Asset Management serves as the investment advisor. I will be very concerned and will find safer investment outlets, which are not necessarily cash. He transformed Watson Wyatt Philippines into one of its most successful country offices during his nine (9) year tenure as Managing Director. Answer: Your investment can be tracked via the Net Asset Value per share (NAVps). 75% Philippines 30-day Special Savings Rate (net of tax) plus 25% BPI Philippine Government Money Market Index. The Fund isNOT a DEPOSIT product and is not an obligation of, or guaranteed, or insured by the FundManager, and is not insured by the Philippine Deposit Insurance Corporation (PDIC). 1. What’s more, mutual funds require only a minimal investment and the gains you get are tax-exempt. An investor who, when faced with two investments with a similar expected return (but different risks), will prefer the one with lower risk. What amount of financial risks are you willing to take when making investments? How do I gain from investing in Mutual Funds? ALFM Mutual Funds allows you to diversity at a low cost. The valuation used is called Marked-to-market. However, please be informed that you can only subscribe in an ALFM Fund if your Risk Profile is suitable to the preferred Fund. What is the NAVps? He is also a member of its Senior Management Committee. Due to the nature of the investments, yield and potential yields cannot be guaranteed. The Fund aims to achieve a steady stream of income by investing in a diversified portfolio of Philippine Peso denominated high-grade fixed income instruments, such as but not limited to, government securities, corporate notes and bonds, and fixed income funds. Step 2: Fill out the Client Information Sheet. He used to be the President of BPI Investment Management, Inc. from May 2004 to June 2012. Returns are not guaranteed and capital preservation is not assured. To achieve significant growth or capital appreciation over the medium to long term period. The valuation used is called Marked-to-market. 2. The portfolio seeks to achieve protection ofprincipal through prevention of loss at all times. If ever you do not meet the Risk Profile needed, you may update your Risk Profile by going to Investments > Risk Profile. A Mutual Fund is an open end investment company registered with the Securities andExchange Commission (SEC) in which the investible cash of numerous investors are pooled ina specific fund ("fund") with the aim of achieving a specific investment objective. High. The Fund isNOT a DEPOSIT product and is not an obligation of, or guaranteed, or insured by the FundManager, and is not insured by the Philippine Deposit Insurance Corporation (PDIC). For this purpose, I agree to indemnify and hold BPI Investment Management, Inc. free and harmless from any and all claims, liabilities, damages, suits or causes of action of whatever nature, now or hereafter arising from or in connection with the foregoing authorization. He is a SEC-licensed Certified Investment Solicitor from 2001 to 2012. The fund shall invest substantially all of the Fund's assets in the stocks comprising the PSEi in the same weights as in the index. Step 3: Our Mutual Funds Sales Agent will contact you for a free financial consultation. Contact Nos. This website is estimated worth of $ 240.00 and have a daily income of around $ 1.00. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. An investor, therefore, enjoys the benefits of instant diversification in different asset classes and in different currencies. To achieve growth through a balance between interest income and capital gain over a medium term period. B. He or she allocates the fund’s assets and tries to produce capital gains or income for the mutual fund investors. Get instant access to a free live streaming chart of the Alfm Money Market Fund fund. The chart is intuitive yet powerful, offering users multiple chart types including area, lines, bars and Heiken Ashi. This website is best viewed using the latest version of Google Chrome, Safari, Mozilla Firefox, and Internet Explorer, Philippine Stock Index Fund Corp. - 2020 Annual General Meeting, ALFM Growth Fund Inc. - 2020 Annual General Meeting, ALFM Euro Bond Fund Inc. - 2020 Annual General Meeting, ALFM Dollar Bond Fund Inc. - 2020 Annual General Meeting, ALFM Peso Bond Fund Inc. - 2020 Annual General Meeting, ALFM Money Market Fund Inc. - 2020 Annual General Meeting, Philippine Stock Index Fund Corp. - 2018 Annual General Meeting, ALFM Growth Fund Inc. - 2018 Annual General Meeting, ALFM Euro Bond Fund Inc. - 2018 Annual General Meeting, ALFM Dollar Bond Fund Inc. - 2018 Annual General Meeting, ALFM Peso Bond Fund Inc. - 2018 Annual General Meeting, ALFM Money Market Fund Inc. - 2018 Annual General Meeting, Key Information and Investment Disclosure Statements (KIIDS). An investor who seeks a balance between growth in capital and income and who is willing to take negative fluctuations in returns. The ALFM Euro Bond Fund is the first Euro currency incorporated fund in the country. He is willing to take negative fluctuations in return including possible loss of initial investment. When I invested in ALFM Growth Fund last year, there is a website exclusively for ALFM Mutual Funds (www.alfm.com.ph) but it is already inactive as of now. He received the Global HR Excellence Award for HR Leadership in the Philippines from the World HR Congress. He accomplished the requirements of the American Compensation Association’s Certified Compensation Profession (CCP) Program in 1989. MORE features such as individual fund tracking and historical NAV is coming, as well as defining your historical NAV range according to date! 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. I here by authorize BPI Investment Management, Inc. to (i) use any contact details to communicate to me for whatever purpose; (ii) disclose any information herein provided to any person or entity. The NAVps is the current price of a mutual fund share. What is your average net worth for the last 2 years? In the table below, I have included two other funds as BPI Investment is their fund manager and primary distributor. 7. 2. Moderately conservative investors usually have to settle for modest investment growth which might make it difficult to meet long-term goals. What portion of your investment can be placed in medium or long term investments, i.e., more than 3 years? When and how often do you plan to cash in on your investments? The ALFM Money Market Fund was incorporated on October 19, 2009 as an alternative investment outlet for short term placements. His overriding concern is to protect principal amount of investments and earn a steady stream of interest income. As a shareholder, you will get equal shares in the gains or losses of the fund. Historical Price Search Fund Price Valuation Date; CONTACT BPI-PHILAM (632) 8 5285501 1-800-188-89100 (Toll Free) 15th Floor BPI-Philam Life Makati Ayala Avenue, Makati City 1226. ALFM Mutual Fund shares are distributed via BPI Investment Management, Inc., BPI Capital Corporation and BPI Securities Corporation. This was how I learned about BPI’s various mutual funds. You can buy shares at any BPI or BPI Family Savings Bank branches throughout the country. For Fixed Income investments, the Fund earns periodic interest payments until maturity. With ALFM Mutual Funds, you can choose to invest from the 6 mutual fund products for as low as P5,000. He worked for 18 years at the New York, Hong Kong, and Manila offices of J.P. Morgan, serving finally as Managing Director in charge of sovereign clients during the Asian Financial Crisis of 1997-98, and as Country Manager for the Philippines until 2002. ALFM Mutual Funds allows you to diversity at a low cost. 3. Mr. Sison graduated from the Ateneo de Manila University in 1974 with the degree A.B. The ALFM Growth Fund was incorporated on November 26, 2007 and is classified under the equity fund segment of the mutual fund industry. For the appropriate mix that is suitable to you, you may contact your Mutual Funds Sales Agent who is prepared to advise you on the benefits, risks, and features of mutual funds investing. I am willing to tolerate a fair amount of risks on my principal investments in order to achieve above average returns and capital growth over the medium term. ALFM Peso Bond Fund, Inc. (a) 371.39 3.72% 3.26% 2.85% 0.09% ATRAM Corporate Bond Fund, Inc. (a,1) 1.9024 -0.09% 0.08% 0.26% 0.11% Cocolife Fixed Income Fund, Inc. (a) 3.2163 3.09% 4.42% 4.8% 0.05% Ekklesia Mutual Fund, Inc. (a) 2.2978 3.55% 2.89% 2.47% 0.08% First Metro Save & Learn Fixed Income Fund, Inc. (a) 2.4514 4.44% 3.36% 6. Mr. Orbeta graduated from the Ateneo de Manila University in 1982 with an A.B. The SEC approved the change to its present name of ALFM Peso Bond Fund, Inc. on February 26, 2007. Once you can access your Mutual Fund Investment Account via BPI Express Online account, please go to Investments > Mutual Funds > Subscribe > Subscribe Now as shown below to transact your subscription. 52 en parlent. 4. Over P5 M (USD 100,000) up to P30 (USD 600,000). in the form of deposits and/or short term government securities). To achieve significant growth or capital appreciation over the medium to long term period. He was assigned in BPI International Finance Ltd. 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