
LANDBANK Alpha Equity Fund
Pursue higher growth with a dynamic portfolio of equity investments.LANDBANK Alpha Equity Fund
Pursue higher growth with a dynamic portfolio of equity investments.
For those who aim to generate returns that outperform those of the PSE. Suitable for those with investment horizons of 5 to 7 years.
Summary:
An aggressive fund that aims to generate returns that outperform its benchmark and achieve long-term capital growth, to the extent possible, by actively trading or investing in peso-denominated equity securities listed on the Philippines Stock Exchange (PSE).
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Fund Classification |
Equity Fund |
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Portfolio Mix |
A diversified portfolio of shares of stock of corporations listed at the Philippine Stock Exchange |
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Initial Investment |
P1,000.00 |
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Minimum Additional Placement |
P1,000.00 |
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Minimum Holding Period |
30 calendar days |
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Trust Fee |
1.75% per annum based on the gross portfolio value of the Fund |
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Penalty per early withdrawals |
25% of earnings (net of final withholding tax and trust fee), but not less than PhP500.00 |
Unit Investment Trust Funds (UITFs) are not deposit accounts or an obligation of, guaranteed, or insured by the Land Bank of the Philippines or its affiliates or subsidiaries and, therefore, are not insured or governed by the Philippine Deposit Insurance Corporation (PDIC). Due to the nature of investments, yields and potential yields cannot be guaranteed. Any income or loss 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 investor. As such, units of participation of the investor in the UITF, when redeemed, may be worth more or be worth less than his/her initial investment/contributions. Historical performance, when presented, is purely for reference purposes and not a guarantee of similar future results. LANDBANK TBG, as trustee, is not liable for losses unless upon willful default, fraud, bad faith, or gross negligence. Trustor/Investor must read the complete details of the fund in the Plan Rules/Declaration of Trusts, make his/her own risks assessment, and when necessary, he/she must seek independent/professional opinion before making an investment.