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Fund Profile

Philam Fund, Inc.

17/F Net Lima Building, 5th Avenue corner 26th St., Bonifacio Global City, Taguig, Metro Manila

Fund Distributor: bpi_investment@bpi.com.ph, Fund Manager: bpiwealth@bpi.com.ph

http://pamifunds.com

Fund Manager

BPI Wealth – A Trust Corporation

Company Profile

Philam Fund, Inc. is a complete investment that provides a market responsive combination of stocks and fixed income instruments. The fund allows investors to access the potentially higher yields in the stock market while tempering the risk through a steady flow of income from its money market placements. Philam Fund, Inc. (PFI) is an open-end, balanced fund. The main investment inputs of the fund include locally listed companies with medium to large capitalization, Treasury Bills and Notes, or other evidences of indebtedness guaranteed by the Republic of the Philippines, high-grade commercial papers, and other fixed-income instruments. The fund may also invest 20% of its total assets in foreign securities in order to take advantage of opportunities in other markets.The fund's objective is to provide investors with capital growth through its stock portfolio and income from its capital and money market placements. It is the ideal medium to long-term investment for moderate risk takers who value the income opportunities of the stock market but are mindful of its volatility.

Key Facts

Asset Class N/A
Currency N/A
Minimum Investment N/A
Topup N/A
Risk Category N/A