Monday, September 29, 2014

Scavenging for the Right Business

My siblings and I are searching and researching for the right business that will generate good profit.  The internet provided tons of information until I stumbled on Security Bank's UITF.

A Unit Investment Trust Fund (UITF) is an open-ended pooled trust fund denominated in peso or any acceptable currency, which is operated and administered by a trust entity and made available by participation. Each UITF is governed by a Declaration of Trust (or Plan Rules) which contains the mechanics for investing, operating, and administering the fund.

I guess this investment option can help us but I still have to talk with the bank.

Invest with some of the best performing UITFs in the market
  • 7 options targeting various risk appetites
  • Diversify your investments in multiple funds and build your assets for the long run
  • Low investment requirements and flexibility in subscription and redemption
  • As the value of your fund increases or decreases, your part of the investment does so as well
  • Track your fund performance with daily updated NAVPU
  • Subscribe and redeem your investments online in our internet banking platform

    Choose among our diverse range of investment options:

    SB Peso Money Market Fund
    SB Intermediate Term Peso Bond Fund
    SB Peso Bond 
    Fund
    SB Peso Asset Variety Fund
    SB High Dividend Peso Equity Fund
    SB Peso Equity Fund
    SB Dollar Bond Fund
    SB Tax Exempt Bond Fund*
    Investor Risk Tolerance
    ConservativeModerateModerateBalancedAggressiveAggressiveModerateModerate
    Recommended Investment Time Horizon
    3-6 Months1 Year1 Year1-3 Years1-3 Years1-3 Years1 Year1 Year
    Minimum Investment
    Php10,000Php10,000Php10,000Php10,000Php10,000Php10,000$1,000Php100,000
    Minimum Additional Participation
    Php5,000Php5,000Php5,000Php5,000Php5,000Php5,000$100Php50,000
    Holding Period
    7 days15 days30 days30 days30 days30 days30 daysNone
    Trust Fees (p.a.)
    0.20%0.70%1.00%1.50%1.50%1.50%0.75%0.75%

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