A Mutual Fund is a an investment company that pools the funds from investors and institutional investors to form a massive asset base.

The Fund Manager invests the money in a collection of stock bonds and other securities.

The fund passes any dividends, interest or profits on the sale of its portfolio securities,
less fund expenses, to shareholders in the form of distributions.

Different Types of Mutual Funds

1) Money Market Fund – invests purely in short term (one year or less) debt instruments.

2) Bond Fund – invests in long-term debt instruments of the Philippine government of corporations.

3) Balanced Fund – invests in a combination of debt instruments and shares of stock of Philippine companies.

4) Equity Fund – invests primarily in shares of stock of Philippines companies.

Before investing in a mutual fund, consult a licensed mutual fund representative.

The licensed mutual fund representative will:
a) assist you in financial planning
b) recommend the appropriate mutual funds for your financial needs, risk appetite and time horizon.

For a better understanding about mutual funds, watch the videos below in Tagalog.

Episode2 (1 of 4) Season 1

Episode2 (2 of 4) Season 1

Episode2 (3 of 4) Season 1

Episode2 (4 of 4) Season 1

To your success,

Eric Espejo






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