What is MUTUAL FUNDS?

Ang Mutual Funds ay pinagsama-samang pera ng mga investors, kunwari yung P100,000 ko, P5,000 mo at P10,000 ng kaibigan mo pagsasamahin ng Fund Manager yan at dahil malaki ang budget, ibibili yan ng mga “Blue Chips” Companies like Jollibee, SM, Ayala, Globe, etc. Now, kapag kumita na ibabalik ito sa mga investors.

Sa Mutual Funds ikaw ay “INDIRECT INVESTOR” dahil merong Professional Fund Manager(s) na magmanage ng portfolio mo, hindi ikaw ang magdecide kung anong mga companies ang bibilhin.

Kapag kumita ang mutual fund company ng 10%, lahat ng investors ay kikita din ng 10%. 

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ADVANTAGES OF MUTUAL FUNDS

Low Initial Investment

It takes only P5,000 or even P1,000 to start in MF investing. After that, you can invest P1,000 every month/ 500php or every other month, or as often as you want.

Diversification

Mutual Funds allow small Investors to take advantage of investment opportunities with a bigger interest and enable them to buy more types or unit of investment, instead of being limited to only one or few.

Convenience and Cost Efficiency

Mutual Funds take the stress away from small investors who want to invest in the financial markets. This is because MF are handled by competent and professional fund Managers who choose the right investment for them.

Principle of Compounding at Work

The earnings of a Mutual Fund grow more when the value of the securities it owns increases. Compounding automatically takes place while the investments remain in the Mutual Funds.

Liquid Investment

This means you can get your cash easily if you need it. Mutual fund shares can be sold (redeemed) and collected within seven days at the prevailing NAVPs.

No more tax and additional charges

Mutual funds invest in stock and securities that are already subject to final withholding tax. Therefore, investors in MF are no longer subject to tax.

safety

Mutual funds are highly regulated by the Securities and Exchange Commission under the Investment Company Act and its implementing rules.

All of the fund’s assets must be held by highly reputable commercial banks for safe keeping not to mention, mutual funds are very transparent. Investors have not only the right to vote during shareholders’ meetings but are also allowed to know where the funds are invested.

POTENTIALLY HIGHER RETURNS

Because a mutual fund is managed as a single portfolio, it is able to take advantage of certain economies of scale.

For instance, with its billions under management, it can negotiate for lower stock brokerage fees or command higher interest rates on fixed-income investments.

GREAT EQUALIZER

Managed funds are the “great equalizer” in investments. The rate of return of those investing Php 5,000 is the same for those investing millions of pesos.

The returns are proportionate because each share in a mutual fund represents a unit of ownership, and each share in the fund earns the same amount.

MUTUAL FUND COMPANIES

Ways to START your MUTUAL FUNDS

1. Go DIRECTLY to Mutual Fund Companies

Maghanap lang ng agent or ng CIS (Certified Investment Solicitor) sa kanilang office upang ma-assist ka nila. Magkakaroon ng Entry Fee or Sales Load na ibinabawas sa tuwing tayo ay mag-iinvest, usually nasa 3.5% ang charges depende sa mutual fund company.

2. Start as an IMG Member

Isa sa mga benefits ng pagiging IMG member ay ZERO LOAD Entry Fee Or Sales Load. Ibig sabihin buong buo ng halagang niinvest natin ay walang bawas mabibili lahat ng shares.

Plus UNLIMITED ACCESS TO INVESTMENT SEMINARS.

P1,000 initial fund included in your membership to start investing.

Things to remember when opening a mutual fund account

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