Equity Opportunity Feeder Fund

Maximize your earning potential when you invest in a long-term equity fund, with the Robinsons Bank Equity Opportunity Feeder Fund.

The Robinsons Bank Equity Opportunity Feeder Fund aims to generate high returns by investing in small to-mid sized emerging companies listed in the Morgan Stanley Composite index (MSCi). It also targets to replicate or have better returns than the MSCi.

This fund is best suited for investors who:

  • Investors looking for a portfolio consisting of small to mid-sized companies with a potential to grow
  • Have an aggressive risk profile

PRODUCT FEATURES

Initial & maintaining balance PHP 1,000.00
Minimum additional Participation PHP 1,000.00
Minimum holding period None
Target Fund ATRAM Alpha Opportunity Fund
Trust fee 1.0% per annum

 

ATRAM Alpha Opportunity Fund Target Fund Fact Sheet

About the ATRAM Opportunity Fund (Target Fund)

* The Unit Investment Trust Fund is not a deposit and is not insured by the Philippine Deposit Insurance Corporation (PDIC).

* The returns cannot be guaranteed and historical NAVPU us for illustration of NAVPU movements/ fluctuations only. When redeeming, the proceeds may be less than the original investment and any losses will be solely for the account of the client. The trustee is not liable for any loss unless upon willful default, bad faith, or gross negligence.