LANDBANK Growth Fund
Build long-term wealth with investments focused on equities and growth assets.LANDBANK Growth Fund
Build long-term wealth with investments focused on equities and growth assets.For those seeking to explore investment opportunities in both peso-denominated listed stocks and tradable fixed-income securities with a higher preference for the former (60% to 41% in stocks). Suitable for those with an investment horizon of 5 to 7 years.
Summary
An aggressive fund intended for financial objectives with an investment horizon of five to seven years. The fund aims to generate capital growth while maintaining a steady stream of income through a combination of investments in peso-denominated listed stocks and tradable fixed-income securities.
An aggressive fund intended for financial objectives with an investment horizon of five to seven years. The fund aims to generate capital growth while maintaining a steady stream of income through a combination of investments in peso-denominated listed stocks and tradable fixed-income securities.
|
Fund Classification |
Multi-Asset Fund (41% to 60% in Equities) |
|
Portfolio Mix |
A diversified portfolio of fixed-income securities and listed equities |
|
Initial Investment |
P5,000.00 |
|
Minimum Additional Placement |
P1,000.00 |
|
Minimum Holding Period |
30 days |
|
Trust Fee |
1.25% per annum based on the gross portfolio value of the Fund |
|
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.