Philam Fund
Philam Bond Fund is an open-end, balanced fund. The fund invests in both fixed-income instruments such as include treasury bills, notes, and bonds, or other evidences of indebtedness guaranteed by the Republic of the Philippines, high-grade commercial papers, and other fixed income instruments, as well as publicly-listed stocks with medium to large capitalization. The fund may also invest 20% of its total assets in foreign securities in order to take advantage of opportunities in other markets.
The average
rate of return for the last five years is about 10.59%, easily beating other balanced funds in the market.
Recommended for: investors that want higher returns in the long-run but still maintaining a moderate level of risk compared to a pure stock fund.
Minimum investment: P10,000 only
