Understanding Mutual Funds

People from all walks of life have dreams for themselves and their loved ones. Providing children with the best education, having a nice home, starting a business and a comfortable retirement in the future are just some of the many dreams that Filipinos nurture in their hearts.

Mutual funds are investments that fulfill life's dreams. This fund focuses on providing its investors opportunities for capital preservation and appreciation with a high degree of safety.

Our recommendations are based on several factors such as fund performance, asset allocation, track record, and ease of application. With this, you can be assured that what you will be investing in is the right fund for your financial needs and capabilities.

A mutual fund is a type of financial vehicle made up of a pool of money collected from many investors to invest in securities like stocks, bonds, money market instruments, and other assets. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus.


Advantages of Mutual Funds Investing

.1. Professionally managed.

2. Very liquid and transparent.

3. Diversified.

4. Low Minimum Investment Requirement

5. Potentially High Returns.

6. Safe and Secured.


Opening a Mutual Fund Account

Here are some of the top performing mutual fund companies:

Soldivo Funds, ATR Asset Management, PhilEquity Management, First Metro Asset Management, Philam Asset Management and Sunlife Asset Management.

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Investment that fulfill life's dreams.

Soldivo Funds are mutual fund of choice for investors who seek diversified, well-managed funds that can fulfill life’s dreams. For investors who are committed to disciplined execution, Soldivo Funds are basic components in an investment portfolio geared for growth.

Your Future. Our Present.

The ATR Asset Management​ (ATRAM or ATRAM Group) operates through ATR Asset Management, Inc. (ATRAM MF) and the ATRAM Trust Corporation. In 2009, the ATRAM Group decided to expand its presence in the fast growing domestic asset management industry by forming a dedicated business group called ATR Asset Management (ATRAM or ATRAM Group).

Turning Filipino savers into investors

First Metro Asset Management, Inc (FAMI) is among the most trusted and best performing mutual funds in the Philippines. We are committed to providing every Filipino the best opportunity to make their wealth and assets grow even further. Our company offers financial solutions that match with our clients’ lifestyle and needs.