Balanced investments yield good financial health. Build your investment with a range of options.
A good investment is the foundation for better returns. With PBCOM Best Balanced Fund, your money and time are well-spent.
The PBCOM Best Balanced Fund is a Peso-denomindated Unit Investment Trust Fund (UITF) designed to spread your investments across diversified asset classes, delivering higher returns.
- Invest for as low as P10,000
- Enjoy access to varied securities listed in the Philippine Stock Exchange and Philippine Dealing Exchange that usually require a higher minimum amount
|FUND TYPE||BALANCED FUND|
|Inception Date|| December 8, 2010
|Minimum Holding Period||Ninety (90) calendar days
|Early Redemption Fee||0.25% p.a. of Redemption Value
|Trust Fee||1.50% p.a.
|External Auditor||Sycip Gorres Velayo & Co. (SGV & Co.)
|Third Party Custodian||Deutsche Bank|
|Dealing Cut-off||11:00 AM
|Redemption Settlement||Three (3) banking days from redemption date (T+3)|
PBCOM Best Balanced Fund is a Unit Investment Trust Fund (UITF) and not a deposit account or an obligation of, or guaranteed, or insured by the Philippine Bank of Communications and therefore is not insured or governed by the Philippine Deposit Insurance Corporation (PDIC). Due to the nature of the investment, yields or potential yields cannot be guaranteed. Any income or los s arising from market fluctuations and price volatility of the securities held by the Fund even if invested in government securities, is for the account of the Trustor. As such, units of participation of the Trustor in the Fund, when redeemed maybe worth more or worth less than the Trustor's initial participation. Historical performance is for reference purposes only and is not a guarantee of future results. The Trustee is not liable for losses except upon willful default, bad faith or gross negligence.