dropdown

Investment Options for You

Peso Funds

ETIQA PH Peso Equity Fund



ETIQA PH Peso Balanced Fund



ETIQA PH Peso Fixed Income Fund



ETIQA PH Peso Global Tech Feeder Fund



ETIQA PH Peso Global Consumer Trends Feeder Fund



ETIQA PH Peso Asia Equity Dividend Paying Fund



ETIQA PH Peso Global Bond Dividend Paying Fund



ETIQA PH Peso Global Multi-Asset Dividend Paying Fund A



Dollar Funds

ETIQA PH Dollar Global Equity Fund



ETIQA PH Dollar Global Multi-Asset Fund



ETIQA PH Dollar Global Bond Dividend Paying Fund



ETIQA PH Dollar Global Multi-Asset Dividend Paying Fund A



ETIQA PH Peso Equity Fund

The Fund's investment objective is to seek long-term capital appreciation by investing primarily in equity securities of companies based or operating in the Philippines.

  • The Fund is an equity fund invested primarily in Philippine equity securities. Investments in securities issued abroad shall be limited to 100% of the fund’s net asset value.
  • It is suitable for investors pursuing a growth strategy and who have a medium to long term investment horizon.
  • ETIQA PH Peso Equity Fund is managed by ATR Asset Management Inc., and is invested in ATRAM Philippine Equity Opportunity Fund.
Asset Class Equities
Base Currency PHP
Reference Benchmark Philippine Stock Exchange Index
Dealing Frequency Daily
Investment Manager ATR Asset Management, Inc.
Transfer Agent ATR Asset Management, Inc.
Custodian Citibank N.A. Manila
Fund Accountant Deutsche Bank AG Manila Branch
Auditor SGV & Co.

An investor should undertake his or her own research and study on financial instruments and securities before commencing any investment activity. He or she should read the specific offer document carefully before making an investment decision. Information on the ATRAM Funds may be requested from ATR Asset Management (ATRAM) or the Securities and Exchange Commission (SEC).

An investor should seek professional advice if he or she is uncertain of, or has not understood, any aspect of the Fund or the nature of risks involved in investing in funds, especially those which invests in high-risk instruments and securities.

Copyright 2022 © Etiqa Life and General Assurance Philippines, Inc. All Rights Reserved.