Академический Документы
Профессиональный Документы
Культура Документы
SINCE INCEPTION
25.0000
23.0000
21.0000
Fund Price
19.0000
17.0000
15.0000
13.0000
11.0000
9.0000
Realise the Potentials of Your Peso
Portfolio! #REF!
T portfolio is invested mainly in blue-chip stocks of
The
CUMULATIVE 1 Year 3 Year 5 Year CUMULATIVE
companies owned and/or controlled by Chinese-Filipino INTERVALS INTERVALS INTERVALS
tycoons/families listed in the Philippine Stock Exchange Performance Since
Index (PSEi). The Chinese, known for their impeccable Current -10.98% 21.36% 40.94% Inception
business acumen, are also known for their ability to grow Highest 51.14% 83.77% 83.05%
businesses and have become dominant players in their
respective industries.
Lowest -20.57% -5.13% 10.21% 109.20%
Average 6.34% 26.01% 49.53%
* Cumulative is the TOTAL earnings performance of the fund in a given number of years.
Wealth Bond Fund ● ● Premium Bond There is risk the moment you get into investments. But risks can be managed.
Based on historical data, the Lowest Annualized performance tends to go up as the number of years increases.
The Highest Annualized performance on the other hand will tend to decrease and approach the Average Annualized
Performance. This means that longer investment periods will lessen the risk of loss since the Lowest Annualized
● 3GX Fund returns go up through the years. This also means that you can expect a more stable performance from your
investments as the Highest Annualized returns approach the Average Annualized Performance.
● Capital Investment Fund
● Liquidity Fund Longer investment periods will lessen the risk of loss and lead to more stable returns.