The Chinabank Balanced Fund offers investors capital appreciation through price gains and a steady stream of interest income by investing in a mix of high-grade fixed-income financial instruments including government securities and corporate bonds and notes issued by prime Philippine corporations, and choice equity issues listed in the Philippine Stock Exchange (PSE). Up to 60% of the Fund may be invested in stocks at any point in time with the balance in fixed-income securities. The Fund caters to investors who have an aggressive risk appetite, are willing to assume higher levels of risk involving volatility of returns in consideration for potentially better long-term results, and have an investment horizon of at least 1 year.
The Chinabank Equity Fund offers investors capital appreciation by investing in a portfolio of choice equity issues listed in the PSE. Up to 95% the Fund may be invested in equities while the balance shall primarily be in bank deposits. The Fund caters to investors who have an aggressive risk appetite, willing to accept higher risks involving volatility of returns for potentially better long-term results, and have an investment horizon of at least 1 year.
The Chinabank High Dividend Equity Fund offers investors long-term capital appreciation by investing in a portfolio of choice equity issues listed in the PSE with a track record of providing regular dividends to its shareholders. The Fund caters to investors who have an aggressive risk appetite, are willing to assume higher levels of risk involving volatility of returns in consideration for potentially better long-term results, and have an investment horizon of more than 1 year.
The Chinabank Philippine Equity Index Tracker Fund comprises of the PSE index (PSEi) stocks and its corresponding weights. It intends to achieve capital appreciation by investing in a portfolio of equities and mirrors the return of the PSEi. The Fund caters to investors who have an aggressive risk appetite seeking for long-term capital appreciation, are willing to accept higher risks including volatility of returns, and have an investment horizon of more than 3 years.
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