Short Term Bond Fund
Invest in a portfolio of short-term securities and money market
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{{label}}Short Term Bond Fund
Minimum Investment
Additional Investment
Minimum Holding Period
This mutual fund is for conservative investors with a sizeable budget who are seeking regular income from short term government securities and money market instruments.
Government Securities and Money Market Instruments
60% Bloomberg Philippine Sovereign Bond Index Money Market + 30% Bloomberg Phil Sovereign Bond Index 1-3yr +10% PH 30day Saving Rate (Net of 20% WHT)
Fund Management - 0.25%
Fee paid to the investment company for managing the fund. This includes payment for the fund manager's time and expertise, as well as administrative costs. This fee is already included in the computation of the fund's daily NAVPS and is not charged separately.
Sales Load - None
Early Redemption Fee - 1.00% of amount redeeemed
Fee paid for redeeming before the end of the minimum holding period. This covers administrative costs and is deducted from the proceeds after the redemption of shares.
What do we mean by conservative investor?
Conservative investors want to make their money grow but do not want to take many risks. Their main objective is to protect their money from inflation.
What do we mean by portfolio?
It's a collection of different investments.
What do we mean by government securities?
These are financial instruments issued by the government when it borrows money from investors like you.
What do we mean by money market instruments?
These are financial instruments that are easily convertible to cash and have short-term maturities of several days to less than 1 year.
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Investing can help you build wealth over time. Find out how much your money can grow based on how much you want to invest with our fund returns calculator.
Just a friendly reminder. The results presented in this investment calculator are not actual figures. The rate of return is based on historical performance. You are advised to make your own independent judgement on this matter. Remember to check the fine print before investing.