Portfolio is invested in peso-denominated fixed income and exchange-listed preferred shares, with the option to invest a portion in USD-denominated securities
|Initial & maintaining balance||PHP 500,000.00|
|Minimum additional Participation||PHP 1,000.00|
|Minimum holding period||No holding period|
|Trust fee||0.15% per annum of fund's net asset value|
* The Tax-Exempt Retirement Fund is not a deposit and is not insured by the Philippine Deposit Insurance Corporation (PDIC).
* Returns cannot be guaranteed and historical NAVPU is for illustration of NAVPU movements/fluctuations only.