For this purpose, I agree to indemnify and hold BPI Investment Management, Inc. free and harmless from any and all claims, liabilities, damages, suits or causes of action of whatever nature, now or hereafter arising from or in connection with the foregoing authorization. Check fund performance trends, calculate Return on Investments, and view the daily price summaries. For this purpose, I agree to indemnify and hold BPI Investment Management, Inc. free and harmless from any and all claims, liabilities, damages, suits or causes of action of whatever nature, now or hereafter arising from or in connection with the foregoing authorization. The Fund isNOT a DEPOSIT product and is not an obligation of, or guaranteed, or insured by the FundManager, and is not insured by the Philippine Deposit Insurance Corporation (PDIC). ALFM Mutual Funds pools the money of numerous investors in order to provide them with instant diversification and asset allocation without the high costs needed to create individual portfolios. 5. Participating ALFM Mutual Funds are the following: ALFM Money Market Fund; ALFM Peso Bond Fund; ALFM Dollar Bond Fund; ALFM Euro Bond Fund; ALFM Growth Fund; Philippine Stock Index Fund; Funds are subject to availability of mutual fund shares. This website is best viewed using the latest version of Google Chrome, Safari, Mozilla Firefox, and Internet Explorer, Philippine Stock Index Fund Corp. - 2020 Annual General Meeting, ALFM Growth Fund Inc. - 2020 Annual General Meeting, ALFM Euro Bond Fund Inc. - 2020 Annual General Meeting, ALFM Dollar Bond Fund Inc. - 2020 Annual General Meeting, ALFM Peso Bond Fund Inc. - 2020 Annual General Meeting, ALFM Money Market Fund Inc. - 2020 Annual General Meeting, Philippine Stock Index Fund Corp. - 2018 Annual General Meeting, ALFM Growth Fund Inc. - 2018 Annual General Meeting, ALFM Euro Bond Fund Inc. - 2018 Annual General Meeting, ALFM Dollar Bond Fund Inc. - 2018 Annual General Meeting, ALFM Peso Bond Fund Inc. - 2018 Annual General Meeting, ALFM Money Market Fund Inc. - 2018 Annual General Meeting, Key Information and Investment Disclosure Statements (KIIDS). Investments, therefore, in Mutual Funds are valued at their prevailing market performance. *ALFM Online Investment Account Applications are only available to single savings/current accounts of BPI and BPI Family. He or she allocates the fund’s assets and tries to produce capital gains or income for the mutual fund investors. The ALFM Global Multi-Asset Income Fund aims to provide a stable str... eam of dividends and generate long-term capital growth. As a shareholder, you will get equal shares in the gains or losses of the fund. An investor may enroll his ALFM investment account/s in the BPI ExpressOnline (www.bpiexpressonline.com) channel to enjoy the following benefits: The Regular Subscription Plan (RSP) feature allows an investor to make scheduled contributions on a periodic basis, either on a monthly or quarterly basis, permitting you to automatically invest in any of the ALFM Mutual Funds. Alfmmutualfunds.com is currently listed among low-traffic websites. Meaning, the company pools together their clients’ money and invests it in different channels like, stocks, bonds, time deposits, and the like. I have an extensive experience in investing and have a broad understanding of the domestic and global capital markets in general. To learn more about the RSP, click here.For a step-by-step guide on how to enroll your account in the RSP, click here. He also worked for 8 years at Credit Suisse as Managing Director and Country Manager for the Philippines. Once filled-out, kindly print, completely sign the ONLINE INVESTMENT ACCOUNT APPLICATION form, together with your valid government-issued ID and FATCA FORM. ALFM Global Multi-Asset Income Fund, Inc. is an open-end mutual fund incorporated in Philippines. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. With the help of BPI ExpressOnline, you can access your ALFM investment account anytime, anywhere. The Fund commenced operations on May 10, 1999. I. The ALFM Euro Bond Fund is ideal for investors who want attractive returns for their Euro funds. I have experience investing in mutual funds, UITFs, foreign currencies and direct invesment in listed stock and bonds. I will be concerned and will review the aggressiveness of my portfolio. Available Products for Modetately Conservative Investors: The portfolio seeks to achieve balance between generating steady income and growth in capital. I am not willing to take any risks on my principal investments and I accept steady and minimal return. Thus, joint accounts and BPI Direct accounts cannot be nominated as a settlement account. in the form of deposits and/or short term government securities). The Fund aims to achieve capital preservation through a steady stream of income by investing in a diversified portfolio of fixed income instruments issued by foreign and local entities, such as but not limited to, US dollar-denominated government securities, corporate notes and bonds, and fixed income funds. To date, the ALFM Mutual Funds have the largest market share in the mutual funds industry in the Philippines. Once you can access your Mutual Fund Investment Account via BPI Express Online account, please go to Investments > Mutual Funds > Subscribe > Subscribe Now as shown below to transact your subscription. E-mail address: bpi_investment@bpi.com.ph To learn more about the RSP, click here.For a step-by-step guide on how to enroll your account in the RSP, click here. The chart is intuitive yet powerful, offering users multiple chart types including area, lines, bars and Heiken Ashi. ALFM Mutual Funds pools the money of numerous investors in order to provide them with instant diversification and asset allocation without the high costs needed to create individual portfolios. For Joint Accounts and/or Non-BPI Express Online Users:A. There are flexible customization options and dozens of tools to help you understand where prices are headed. ALFM Mutual Funds pools the money of numerous investors in order to provide them with instant diversification and asset allocation without the high costs needed to create individual portfolios. Mr. Bernardo is the current Chairman of the Funds. To protect principal amount of investments and earn steady stream of interest income. 1. It changes daily and is calculated at the end of the trading day.To get the NAVps, the net of the fund’s total assets minus its liabilities is divided to the number of outstanding shares.The NAVps of a mutual fund is based on the current market price of the fund’s assets and liabilities. To date, it is the only index tracker mutual fund that fully replicates the PSEi. You can buy shares at any BPI or BPI Family Savings Bank branches throughout the country. I. 75% Philippines 30-day Special Savings Rate (net of tax) plus 25% BPI Philippine Government Money Market Index. Over the years, ALFM Peso has grown to become the market leader and the most popular mutual fund in the country. I here by authorize BPI Investment Management, Inc. to (i) use any contact details to communicate to me for whatever purpose; (ii) disclose any information herein provided to any person or entity. Answer: Just like the old saying “don’t put all your eggs in one basket,” diversity is important so that you take less risk for your finances. To achieve growth through a balance between interest income and capital gain over a medium term period. For Equity investments, the Fund’s NAVPS appreciation/depreciation is dependent on the performance of its underlying stock / equity holdings. Once filled-out, kindly print, completely sign the ONLINE INVESTMENT ACCOUNT APPLICATION form, together with your valid government-issued ID and FATCA FORM. An investor who seeks a balance between growth in capital and income and who is willing to take negative fluctuations in returns. Thus, joint accounts and BPI Direct accounts cannot be nominated as a settlement account. When you invest in a mutual fund, you get instant diversification for your cash. She is the ING-FINEX CFO of the Year awardee for the year 2008. 90% Philippine Stock Exchange Index10% 91-day Philippine T-Bill. An investor may enroll his ALFM investment account/s in the BPI ExpressOnline (www.bpiexpressonline.com) channel to enjoy the following benefits: The Regular Subscription Plan (RSP) feature allows an investor to make scheduled contributions on a periodic basis, either on a monthly or quarterly basis, permitting you to automatically invest in any of the ALFM Mutual Funds. ALFM Mutual Funds consists of six (6) funds, each having an own investment objective to suit and meet the needs of investors. To achieve significant growth or capital appreciation over the medium to long term period. Earnings are not assured and principal amount invested is exposed to risk of loss. Fund Manager Jose Mari Valmayor discusses opportunities for investing in bond funds. Answer: Your investment can be tracked via the Net Asset Value per share (NAVps). Mutual funds can be divided into four distinct types: bond funds, equity funds, balanced funds and money market funds. He founded HRMall, a subsidiary of Ayala Corp. and currently is its President. ALFM Mutual Funds allows you to diversity at a low cost. How do I open an ALFM Mutual Fund Account? What amount of financial risks are you willing to take when making investments? A Mutual Fund is an open end investment company registered with the Securities andExchange Commission (SEC) in which the investible cash of numerous investors are pooled in a specific fund ("fund") with the aim of achieving a specific investment objective. An investor who seeks a relatively stable return on investment that is slightly higher than traditional term deposit and who is willing to take minor negative fluctuations in returns. An investor, therefore, enjoys the benefits of instant diversification in different asset classes and in different currencies. If the value of your portfolio decreased by 20% in one year, how would you react? Growth and earning the highest returns are the main concerns of this investor. He previously served as Vice President and head of many of BPI's divisions, including AMTG Retail Trust Division, AMTG Portfolio Management Division, Securities Distribution Group’s Retail Funds Distribution, and Private Banking Unit. What do you want to achieve from your investment? The ALFM Growth Fund is best suited to investors who seek long term capital growth, or investors who want to invest in equities and fixed income instruments but have neither the time nor the expertise to make investment decisions. He was assigned in BPI International Finance Ltd. (HK) as Head of Investment Management Division and in BPI Capital Corporation – Corporate Finance Group as Vice President and Head of Syndications and Underwriting. You can buy shares at any BPI or BPI Family Savings Bank branches throughout the country. The various ALFM Funds allow clients to diversify and to spread risks across different asset classes and multi-currencies. When and how often do you plan to cash in on your investments? I have other sources of liquidity and do not see a real need to use funds for the next 10 years. 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