Showing posts with label money market. Show all posts
Showing posts with label money market. Show all posts

Sunday, March 2, 2014

Philippine Mutual Fund Company List

Money Market Fund

Money Market Fund is an open ended mutual fund that invests in short term. Money Market funds are widely regarded as being as safe as bank deposits yet providing a higher yield. It seeks to limit exposure to losses due to credit, market, and liquidity risks. Money Market Fund usually regulated by securities and exchange commissions, however, every company that provide Money Market Fund applicants should go through review their terms and conditions.

Peso Money Market Funds Company in the Philippines

First Metro Save adn Learn Money Market Funds, Inc. (Fami.com)
Philam Managed Income Fund, Inc. (philamfunds.com.ph)
Sub Life Prosperity Money Market Fund, Inc. (sunlife.com.ph)
ATR KinEng Money Market Fund, Inc. (atrkimeng.com)
ALFM Money Market Fund, Inc. (alfmmutualfunds.com)

Bond Funds

Bond funds typically pay higher dividends than money market accounts. Bond Funds typically pay periodic dividends that include itnerest payments on the funds underlying securities plus periodic realized capital appreciation.

Peso Bond Funds

Philam Bond Fund, Inc. (philamfunds.com.ph)
Prudentialife Fixed Income Fund Inc.(myoptimafunds.com)
Cocolife Fixed Income Fund, Inc. (cocolifefunds.com)
Sunlife Prosperity Bond Fund,Inc. (sunlife.com.ph)
First Metro Save and Learn Fixed Income Fund. Inc. (fami.com.ph)
DWS Deautche Philippine Fixed Income Funds, Inc. (atrkimeng.com)
ALFM Peso Bond Fund, Inc. (alfmmutualfunds.com)

Stock Fund

Also called an Equity Fund, is a fund that invests in Stocks. Fund assets are typically mainly in stock, with some amount of cash which is generally quite small, as opposed to bonds, notes or other securities.

Peso Stock Funds

Philippine Stock Index Fund Corp.
United Fund, Inc.
Philequity PSE Index Fund Inc.
Philam Strategic Growth Fund, Inc.
First Metro Save and Learn Equity Funf, inc.
ATR Kimeng Equity Opportunity Fund, Inc.
Philequity Fund, Inc.
DWS Deutsche Philippine Equity Fund

Saturday, March 2, 2013

Mutual Fund Planning

Mutual Funds, as with other investments, are affected by changes in exonomic trends and cycles. The value of investments may rise or fall as the stock and bond markets fluctuate. Understanding certain investments concepts and tactivs can hely you lessen risk and maximize opportunity.

Objective of Money Market Funds

Taxable Money Market Funds - Seekt o provide income on cash reserves, while preserving capital and maintaining liquidity, through high-quality money market instruments. Pays dividends monthly.

Tax-Exempts Money Market Funds - Seek to provide income exempt from federal taxes while preserving capital and maintaining liquidity. Pays dividends monthly.

Tuesday, February 26, 2013

Objective of Hybrid Funds

Asset Allocation Funds - As market status changes, these funds shift assets among stocks, bankd and money market securities. Also, unlike many mutual funds, these funds usually ahve no limits on the percentage of assets that can be invested in each asset class at any given time.

Balanced Funds - Seek to provide conservation of capital, current income and long-term growth of capital and income by investing in stocks, bonds and other fixed- income securities.

Income Mixed Funds - Seek to provide current income and , secondarily, growth of capital through a flixible mix of equity and debts instruments.