First Metro Asset Management, Inc. (FAMI) was established by First Metro Investment Corporation (FMIC) in partnership with the Catholic Educational Association of the Philippines (CEAP) and Marist Brothers Foundation to engage in the mutual fund business, promote savings mobilization and advocate investment literacy among Filipinos.
FAMI is an investment company adviser licensed by the Philippine Securities and Exchange Commission to manage and distribute mutual funds.
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First Metro Consumer Fund
The fund seeks long-term return by outperforming several economic benchmarks which may include the main market index of the Philippine equities market, Philippine Stock Exchange index (PSEi).
The fund is designed to provide total return from dividend income and long-term capital appreciation through investments in equity securities. It employs a “passive” or indexing approach to achieve the fund’s investment objectives.
The index being tracked is the First Metro Index, a jointly-constructed index with world-renowned index provider Morgan Stanley Capital International (MSCI). The index was specifically designed to benefit from the consumption-driven Philippine economic growth in terms of potential portfolio return outperformance, which is a first in Asia that opens up an opportunity for investors on a lookout for smart passive investments.
Minimum Initial Investment: Php 5,000.00
Minimum Additional Investment: Php 1,000.00
First Metro Save and Learn Equity Fund
This is an actively-managed portfolio of selected quality stocks across multiple industries and sectors with strong balance sheets and attractive valuations. Its goal is to provide growth through long-term capital appreciation. It is ideal for investors, who are able to tolerate high risks, seeking equity investments with high growth and diversification.
Minimum Initial Investment: Php 5,000.00
Minimum Additional Investment: Php 1,000.00
First Metro Save and Learn Balanced Fund
A mutual fund balanced fund is invested in a mix of fixed-income securities and stocks. Its goal is to maximize total returns from investing in stocks without compromising capital preservation by investing in fixed income securities as well. It is ideal for investors who desire a good balance of safety and income. A balanced fund expects moderate growth by assuming moderate-to-high risks.
Minimum Initial Investment: Php 5,000.00
Minimum Additional Investment: Php 1,000.00
First Metro Save and Learn Fixed Income Fund
The fund seeks to provide an investment instrument that gives an income or profit and is consistent with the objective of capital preservation and liquidity. It is suitable for conservative, long-term investors looking for reasonable growth but are wary of price volatility.
Minimum Initial Investment: Php 5,000.00
Minimum Additional Investment: Php 1,000.00
First Metro Save and Learn Dollar Bond Fund
A mutual fund that aims to generate profits from a steady stream of coupon payments by investing in a diversified portfolio of fixed income instruments issued by foreign and local entities. It is ideal for moderate-risk investors who are seeking higher incomes than regular fixed income instruments. Trustors may reduce the risk of their investments by maintaining them for a minimum of three (3) years.
Minimum Initial Investment: $ 1,000.00
Minimum Additional Investment: $ 100.00