Tax-Exempt Retirement Fund (A Balanced UITF)

Peso-denominated UITF for BIR-approved tax exempt-certified Retirement Plans of companies

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.

Retirement Balanced Fund