MUTUAL FUND

milliona-admin/ August 8, 2016/ mutual fund/ 0 comments

In this page, I will share to you on how you can invest in the Stock Market through the Premier Mutual Fund in the Philippines where ARJAY MAGPANTAY is a licensed by Securities and Exchange Commission (SEC) to sell investment to the public since he is a Certified Investment Solicitor of Philam Asset Management, Inc.

PAMI Management

Here is the Premier Mutual Fund Company:

Philam Asset Management, Inc. (PAMI) is an asset management company that administers, distributes and provides investment advisory to nine mutual funds. PAMI is a wholly owned company of Philam Life, the country’s premier life insurance company, which is a member company of the AIA Group, the largest pan-Asian life insurance group that has a unique heritage of serving the world’s most dynamic region for more than 90 years.

Established in 1992, PAMI is one of the largest asset and wealth managers in the mutual fund industry with more than PhP40 Billion Assets under management as of June 30, 2014.

A major contributor to the development of the Philippine mutual fund industry, PAMI is a leader in asset management in the Philippines, managing nine funds from different asset classes for different client risk appetites. The two funds where you can invest in the stock market are : Philam Strategic Growth Fund (PSGF) and PAMI Equity Index Fund (PEIF).

PAMI Equity Funds

The Equity Mutual Funds:

1) Philam Strategic Growth Fund

The investment objective of the Philam Strategic Growth Fund (PSGF) is capital growth with returns and inflows derived out of investments in equity securities. PSGF considers a medium to long-term investment horizon for its shareholders. These are Top 10 Blue Chip Stocks selected by our Fund Manager who are expert in stock trading.

  • SM INVESTMENTS CORPORATION
  • AYALA LAND, INC.
  • UNIVERSAL ROBINA CORPORATION
  • JG SUMMIT HOLDINGS, INC.
  • AYALA CORPORATION
  • SM PRIME HOLDINGS, INC.
  • BANK OF THE PHIL ISLANDS
  • PLDT COMPANY
  • BDO UNIBANK. INC
  • ABOITIZ EQUITY VENTURES, INC.

Top 10 Blue Chips copy

2) PAMI Equity Index Fund

The PAMI Equity Index Fund (PEIF) is most appropriate for investors who are aware of the risks in investing in stocks and who believe in the upside potential of the Philippine stock market. PEIF is a passively-managed fund. The goal of the Fund is to track and attempt to match the performance of the Philippine Stock Exchange Index (PSEi) through buying and selling the proportionate number of shares. The Fund will consist mostly of stocks comprising the  PSEi. These are Top 10 Blue Chip Stocks selected by our Fund Manager.

  • SM INVESTMENTS CORPORATION
  • AYALA LAND, INC.
  • JG SUMMIT HOLDINGS, INC.
  • SM PRIME HOLDINGS, INC.
  • UNIVERSAL ROBINA CORPORATION
  • AYALA CORPORATION
  • PLDT COMPANY
  • BANK OF THE PHIL ISLANDS
  • BDO UNIBANK. INC
  • ABOITIZ EQUITY VENTURES, INC.

PAMi Retirement

Procedures on Investing in the Premier Mutual Fund:

1) Understanding the Prospectus

Investors in PSGF and PEIF are aware of the risks in investing in stocks and who believe in the upside potential of the Philippine stock market. Investing in PSGF and PEIF considers long term horizon which is more than five (5) years.

2) Knowing the Features and Risks

Earnings in PSGF / PEIF is not guaranteed but history have shown that investing in the stock market gives potential higher return than traditional savings in the bank if invested in long term. Investing in PSGF / PEIF is good if your investment objectives is either for your Retirement Income or for your beloved child’s College Education Fund. Since your investment is managed by our Fund Manager, management fee of ranging 0.5% to 3% will be deduct depending on the amount invested.

3) Accomplishing Application Forms

The investor accomplishes a Customer Information Sheet, Subscription Form and Foreign Account Tax Compliance Act (FATCA). If you are abroad or outside Metro Manila, you may download the three (3) forms and send us the signed form (7 pages) to our corporate office so we may able to review your application with photocopy of your 3 valid ID’s of SSS, TIN and Passport. In order to completely filled up the form properly, download this Sample Form as well to serve as your guide only. Here is our Corporate Address for mailing your application forms:

RIENZIE BIOLENA c/o ARJAY MAGPANTAY,  17/F Philam Life Head Office, Net Lima Building, 5th Avenue corner 26th St., Bonifacio Global City, Taguig 1634 Philippines

4) Issuing Cash or Check Payments

The investor issues cash or check payable to PSGF or PEIF and receives provisionary receipt from the CIS. The minimum investment for PSGF is PhP 20,000 and for PEIF is only PhP 5,000. After we receive your payment, we will submit the payment and your documents to our PAMI office who in turn deposit the money to our custodian bank.

5) Receiving Subscription Confirmation and Official Receipt

The investor receives by mail a Subscription Confirmation and Official Receipt from the custodian bank through the given investor’s address. The investor receives an evidence of ownership which called the Subscription Confirmation in lieu of a stock certificate which indicate the Amount Invested, Date Process, Net Asset Value Per Share (NAVPS) and number of Shares acquired.

PAMi Growing

Procedures on Redeeming in the Premier Mutual Fund:

  1. The investor accomplishes a Redemption Form and submit it to our PAMI office.
  2. If the request for redemption is received before 12:00 noon, the applicable Net Asset Value Per Share (NAVPS) is the same business day. For request received after the cut-off time, the request deemed to have received the next business day.
  3. The law provides that redemptions must be effected within seven (7) banking days from the date of request.

Thank you for investing in the Stock Market through the Premier Mutual Fund in the Philippines.

Feel free to contact ARJAY MAGPANTAY via www.facebook.com/engrrich or email bluechipsPH@gmail.com for more details.

magpantay

Here are the pdf downloadable link forms:

  1. PAMI Customer Information Sheet Page 1-4
  2. PAMI Subscription Form Page 5-6
  3. PAMI FATCA Page 7
  4. Sample-Form-7-pages
  5. PAMI Redemption Form
  6. PSGF Performance as of June 30, 2016
  7. PEIF Performance as of June 30, 2016

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