Mutual Funds - Thread # 4!

[m_lim]

meron bang 5yr return fund fact sheet ang UITF tulad sa Mutual Fund? di ko kasi mahanap online.

nakakatakot rin mag pasok ng pera sa MF, kasi tulad sa Security Bank, biglang bumagsak MF nila diba? makakabangon pa kaya yon?

[mxherr5]

@beach_n_sunsets, yes. I bought Philequity shares as soon
as I gained access to COL Fund Source

@m_lim, meron. normally 1,3 and 5 yr figures sa fund fact sheet.
KIIDS tawag nila. Uniform ang format, probably mandated by BSP
or maybe TOAP.

[milkybar123]

question lang po mga sis, so pwede na po bang bumili ng Philequity MF shares via COL?

If so, pwede po bang magpaturo kung paano?  Thanks!

[ayi21]

@mxherr5 - Do we need to email COL lang ba to get access of MF? Thanks

[drowningpanda]

^Yes, target launch nila ng MF sometime nitong June 2015 pero bibigyan nila ng early access yung mga mag-email.

[ayi21]

Thanks

[momentum]

mga sis, question. alin sa dalawa ang mas ok na balanced fund: Philam Fund or PAMI Horizon fund?
I want to put kasi part of my emergency fund here.

Sa Equity naman, PhilEquity Fund or ALFM growth fund? altho mas leaning ako towards PhilEquity.
Thanks in advance 

[m_lim]

nababasa ko na isa sa Fund Managers ng Philequity na si Mr. Wilson Sy eh matanda narin...

nag tanong- yung papalit kaya sa kanya sa susunod eh same sa performance niya?! walang makakapagsabi.

nag aalangan tuloy ako maglagay ng significant amount sa Philequity. for my retirement sana.

kaso saan ko naman ilalagay?!!! nakakalito!

[mebpa]

Sa Equity naman, PhilEquity Fund or ALFM growth fund? altho mas leaning ako towards PhilEquity.
Thanks in advance 

medyo matagal nag-appreciate ALFM growth fund ko.

[momentum]

^ I stuck to my original plan nalang na Philequity already investes. Thank you

[j.adore]

Someone suggested lagyan ko na lang daw ng 5k each lol magkakalapit daw performance.

[m_lim]

nabasa ko sa Pinoy Money Talk forum re: Philequity na hindi sigurado kung nandiyan pa sila pag dating ng retirement natin.

nag worry naman ako. oo nga, hindi pa sila ganon katanda. i think 1995 lang sila nagsimula. compared sa iba like Sunlife nasa 100+years na ata.

plan ko maglagay ng significant amount sa Philequity for my retirement fund.. kaso pano kung after 30years eh mawala sila?! :-(

[Ma.Jewel_1987]

Kung hindi ka ganun ka confident hati-in m na lang sis, maglagay ka sa philequity then sa sunlife.

[j.adore]

Ganon talaga high risk high return.

[m_lim]

ang FAMi ba mga sis, anong year nagsimula?

meron na ako sa Sunlife, health fund ko naman yun.

thanks in advance!

[PetiksPinayInvestor]

I've invested na sa Philequity Fund, what's your opinion if I add investment sa PSE Index Fund nila or BPI Equity Index , redundant na ba and sayang sa management fees?  Information overload na ko.

Puro equities ang tinitingnan mo Sis Tama ka, in a way you are not diversifying your investments

Manage your expectations and goals.

Mag-invest ka rin sa mga investments na conservative kung diversification ang goal mo

If you plan to use capital in a year or less, invest in money market instruments

If less than 5 years, balanced (may equity component rin yun)

Tingnan mo rin ang risk side ng investment, hindi puro gains or profits.

[PetiksPinayInvestor]

question lang po mga sis, so pwede na po bang bumili ng Philequity MF shares via COL?

If so, pwede po bang magpaturo kung paano?  Thanks!

Pwede. Pwede bumili ng Philequity MF shares via COL

Send an email to mutualfund@colfinancial.com. Request access and provide your COL account number

Once you have access, meron  naman dun FAQs on how to buy MF units. Down lang ang colfinancial.com now kaya di ko ma paste ang link ng FAQs

Think of it as para ka lang nabili ng shares of stocks, MF units nga lang this time

[goldengoose]

anyone here who has mf with philamfunds? kumusta ba ang kumpanya lately? wala akong naririnig sa kanila. mabuti pa ang philequity at sunlife regularly may sulat na pinapadala. sa 3 years ko with PAMI isang sulatpa lang yata ang nakarating.

sabi ng pinsan ko nanganganib daw sila ngayon? is it true? diko lang talaga maasikaso pero balak kong iredeem yung investment ko at ilipat elsewhere. nababagalan ako sa growth compared to others.

[MissChievous]

@beach_n_sunsets, yes. I bought Philequity shares as soon
as I gained access to COL Fund Source

@m_lim, meron. normally 1,3 and 5 yr figures sa fund fact sheet.
KIIDS tawag nila. Uniform ang format, probably mandated by BSP
or maybe TOAP.

Sis. How did you gain access to COL Fund Source? I emailed naman COL, pero they said wait lang. Wala pang ffup email until now.

[PetiksPinayInvestor]

^ I called COL. Sabi nila na may ibang funds na tradable na pero meorn din iba na hindi pa pwede kasi inaantay pa nila maayos ang coordination with those fund companies

So siguro kahit na mag request ng access via mutualfund@colfinancial.com ay hindi nila agad maibigay ang access

Kaya rin hindi pa ma announce sa public na fully launched na ang COL Fund Source...