Local Equity Funds

Fund Name	Type	Strategy
ATRAM Alpha Opportunity Fund, Inc.	Equity Fund	ALPHA EQUITY FUND Invests in stocks and on occasions other assets with a strong potential for growth to outperform its index.
BPI Philippine Infrastructure Equity Index Fund	Equity Fund	THEMATIC EQUITY FUNDS Invests in stocks with a focus on a specific theme, sector, or industry. Ie. Clean Energy Theme, Technology Sector, REITs.
Philequity Dividend Yield Fund	Equity Fund	THEMATIC EQUITY FUNDS Invests in stocks with a focus on a specific theme, sector, or industry. Ie. Clean Energy Theme, Technology Sector, REITs.
COL Strategic Growth Equity Unitized Mutual Fund, Inc.	Equity Fund	ALPHA EQUITY FUND Invests in stocks and on occasions other assets with a strong potential for growth to outperform its index.
First Metro Save and Learn Equity Fund	Equity Index Fund	ENHANCED INDEX FUND Invests in stocks that seek to have enhanced returns by having slight variations to its benchmark index.

ATRAM Alpha Opportunity Fund, Inc.

Type

Equity Fund

Strategy

ALPHA EQUITY FUND Invests in stocks and on occasions other assets with a strong potential for growth to outperform its index.

BPI Philippine Infrastructure Equity Index Fund

Type

Equity Fund

Strategy

THEMATIC EQUITY FUNDS Invests in stocks with a focus on a specific theme, sector, or industry. Ie. Clean Energy Theme, Technology Sector, REITs.

Philequity Dividend Yield Fund

Type

Equity Fund

Strategy

THEMATIC EQUITY FUNDS Invests in stocks with a focus on a specific theme, sector, or industry. Ie. Clean Energy Theme, Technology Sector, REITs.

COL Strategic Growth Equity Unitized Mutual Fund, Inc.

Type

Equity Fund

Strategy

ALPHA EQUITY FUND Invests in stocks and on occasions other assets with a strong potential for growth to outperform its index.

First Metro Save and Learn Equity Fund

Type

Equity Index Fund

Strategy

ENHANCED INDEX FUND Invests in stocks that seek to have enhanced returns by having slight variations to its benchmark index.

What are local equity funds?

Local equity funds are investment funds that focus on publicly listed companies in the Philippines. These funds allow investors to benefit from the long-term growth of the stock market without needing to select and manage individual stocks.

How do local equity funds work?

When you invest in a local equity fund, professional fund managers handle stock selection and portfolio management. They invest in a mix of established companies, such as SM, Ayala, and BDO, to maximize returns over time.

How can these funds benefit me?

These funds provide potential capital appreciation by investing in top-performing Philippine companies. They also offer diversification, reducing the risk compared to investing in a single stock.

Who are these funds best suited for?

Local equity funds are ideal for investors looking for long-term wealth accumulation and who can tolerate short-term market fluctuations. They are best for those who want stock market exposure but prefer professional management.