FINANCIAL LITERACY - ENTREPRENEUR - FINANCIAL ADVISOR

FINANCIALLY FREE IMG

ANO NGA BA ANG MUTUAL FUND?

Ang investing, para lang sa mayaman NOON dahil malaki ang minimum investment requirements (between 50k - 100k initial investment) sa mutual funds.

Pero NGAYON, for as low as 1,000 - 5,000 pesos pwede ka na makapag-open ng mutual fund account. Kaya naman kahit mga minimum wage earner ay capable makapag-invest at mabago ang future nila.

Ctto: #makeitmutual - sunlife

 Invest In The Right Way

kung INVESTOR ka ng Jollibee at nakita mong mahaba ang pila malamang ay tuwang tuwa ka, dahil alam mong habang kumikita ang Jollibee ay kumikita ka rin.

Fillup this form at TUTURUAN ka namin on how to start and build your solid financial foundation and Learn  about MUTUAL FUND.

Please explain as much as you can.

We will keep your details private.

Mutual Funds

With mutual funds, you are getting a collective number of securities in stocks, FDs, bonds, and other securities. A fund manager is hired to monitor the markets and maximize the returns of the fund.

Here are the best-performing mutual funds in the Philippines:

  • Soldivo Funds
  • PhilEquity Management (PEMI)
  • ATR Asset Management (ATRAM)
  • First Metro Asset Management (FAMI by Metrobank group)
  • Sunlife Asset Management (SLAMCI) Philam Asset Management (PAMI)

Soldivo Funds

You can invest on Soldivo IMG Fund, Soldivo Growth Fund, and Soldivo Bond Fund.

All Mutual Funds require a credit load for investors, usually between 1% to 4%.. For IMG members, Soldivo Funds is generous to offer all IMG members with zero 0% credit load forever. 

To avail of zero load offer, you need to be an IMG member.

Investment Projection Calculator

This is a simple projection tool made to assist you in planning your investing journey based on your budget and risk profile, to help you choose the mutual fund that best suit your needs.