Invest with precision and confidence in a dynamic market landscape.
Invested in Equity securities, Corporate Bonds, Government Securities
Actively managed
Medium to Long-term Investment Horizon
Risk Profile: Moderate
Inception date: May 18, 2007
Currency: Philippine Peso
Minimum investment: ₱5,000
Management fee: up to 1.875% per annum
As of June 18, 2026
Our fund focuses on strategic asset allocation across multiple sectors. We analyze market trends and economic indicators to optimize investment potential. Risk management remains our primary consideration.
Our Balanced Fund combines equities and fixed income investments in a single professionally managed portfolio designed to balance return potential and stability. Through active asset allocation and disciplined risk management, the fund aims to navigate changing market conditions while pursuing long-term value.
Combine the growth potential of stocks with the stability of fixed income
Benefit from active asset allocation designed to adapt to market conditions
Access a diversified portfolio focused on balancing risk and return
Let’s build your financial future together - with discipline, clarity and confidence. Click below to start your investing journey today.
