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News and Events

An Investment Placement for Only Php50? GCash Rolls Out Latest E-Money Innovation

Globe's mobile wallet grants small savers access to a money market fund

Mobile wallet GCash launched the beta version of a micro-investment marketplace on Tuesday, September 4, allowing users to place money in a unit investment trust fund (UITF) product for a minimum of Php50. GCash is part of the Ayala group’s Globe Telecom ...

by Elyssa Christine Lopez  | September 05, 2018 01:00:00
News and Events

Only 3% of Filipino Adults Invest in Bonds, Funds and Stocks, Says BSP

Those without investments cite unemployment as the main reason

Attend any financial wellness seminar or read any article on growing wealth, and one of the first concepts promoted is the difference between saving and investing. While saving money allows it to be stored and accessed easily, investing money allows it to ...

by Lorenzo Kyle Subido  | August 02, 2018 08:00:00
News and Events

(Look) Investment Funds That Posted Highest Returns in the First Half of 2018

Most money pools lost value in the past year to end-June 2018. Here are the exceptions

The first half of 2018 hasn’t been a good one for portfolio investors. The Philippine Stock Exchange Composite Index (PSEi) fell 8.3 percent to just 7,193.86 as of the end of the second quarter this year from 7,843.16 in the same period ...

by Pauline Macaraeg  | July 30, 2018 03:00:00
News and Events

Which Investment Funds Are (Still) Posting Returns Above the 4.5% Inflation Rate?

The vast majority of funds are not rising as fast as consumer prices; here’s a list of the exceptional few that do

Rising inflation, or the faster pace of increase in consumer prices, is not only the enemy of consumers but is also the scourge of savers and investors.While higher inflation implies goods and services are costlier for consumers, it also erodes the value ...

by Pauline Macaraeg  | May 21, 2018 09:00:00
News and Events

Did You Know 8 of Top 10 Unit Investment Trust Funds Last Year are Index Funds?

Asset managers urge investors to consider these passive funds that posted an average ROI of 23.2% in 2017

In the ordinary world, active is good and passive is not. Who would want to describe themselves as passive, which connotes being submissive, docile, flaccid, even lifeless?But when it comes to investing in the stock market, it seems the reverse is true: ...

by Pauline Macaraeg  | March 19, 2018 10:00:00
News and Events

BDO Offers Plan to Help Depositors Invest in 3 Higher-Yielding Funds with Average Growth Rates of 5.7% to 13.3%

The bank’s Easy Investment Plan requires depositors to set aside at least Php1,000 a month

The country’s biggest bank by assets, BDO Unibank, is rolling out an Easy Investment Plan to encourage depositors to set aside money every month from their savings accounts for eventual placement in higher-yielding investment funds.Under the plan, BDO will automatically move least ...

by Elyssa Christine Lopez  | February 19, 2018 09:00:00
News and Events

Investment Trust Funds that Pay Higher Yields Than Deposits Now Available from Non-Banks

Manulife Asset Management and Trust Corp.’s three UITFs are the first to be offered by a non-bank trust unit

In their search for higher yields on their savings, many Filipinos have moved their money into various investment vehicles. One of the more popular options is the unit investment trust fund (UITF), a type of pooled fund managed by a professional entity, ...

by Lorenzo Kyle Subido  | September 25, 2017 11:00:00
News and Events

Entrepreneur PH Guide to Investment Funds 2017

Essential information on the country's biggest mutual funds, UITFs and VUL funds

If you're a long-time depositor in your bank branch, you may have gotten a text message from the manager inviting you to come over for a chat about moving some of the money in your savings accounts to an investment fund. "We ...

by Entrepreneur Staff  | February 17, 2017 11:00:00
News and Events

How to Legally Avoid Taxes on Your Investments with PERA Funds

No need to pay the 20% final withholding tax on interest, 5-10% capital gains tax, among others

An initial list of seven unit investment trust funds (UITFs), a type of pooled fund managed by banks, have been accredited by the Bangko Sentral ng Pilipinas (BSP) as qualified tax-exempt investments under the newly approved Personal Equity and Retirement Account (PERA) ...

by Entrepreneur Staff  | February 17, 2017 11:00:00
News and Events

Choosing Funds: Tips from the Founder of PH's First Funds Supermarket

Marvin Fausto urges investors to remember A-C-T: Asset size, Cost and Track record

As one of the country's most prominent and respected fund managers, Marvin Fausto has few equals when it comes to familiarity with the country's investment funds.A former chief investment officer of BDO Unibank, he co-founded the Fund Managers Association of the Philippines ...

by Entrepreneur Staff  | February 17, 2017 11:00:00
Run & Grow

Top 4 factors to consider in choosing an investment fund

Time for you to know about pooled funds, mutual funds and UITFs

Everyone has goals—a comfortable lifestyle, secure retirement, funding for their children’s education, even vacations. They’re all within your reach if you invest your money and do it wisely.As an entrepreneur, however, you may have difficulty in managing your investments. This is because ...

by Rienzie Biolena  | September 19, 2016 05:00:00
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