ATRAM Peso Money Market

The objective of the fund is to maximize income and achieve higher returns compared to regular bank deposits while preserving capital by investing in a portfolio of very liquid, fixed-income instruments and maintaining an average
portfolio duration of 1 year or less.

ATRAM Total Return Peso Bond

The fund seeks to maximize total return by investing all or substantially all of its assets in a balanced collective investment scheme that invests globally in equity, debt, and short-term securities, of both corporate and government issuers.

ATRAM Global Equity Opportunity

The fund seeks to achieve long-term capital appreciation by investing all or substantially all of its assets in an equity collective investment scheme that invests principally in equity securities in markets throughout the world including major markets and smaller emerging markets.

ATRAM Philippine Sustainable Development & Growth

The fund aims to achieve capital growth by investing locally in equities of companies whose products and services are
considered by the investment manager as contributing to positive environmental or social change, thereby making an impact on the sustainable development and growth of the economy.

ATRAM Global Infra Equity Feeder Fund

The fund seeks to achieve long-term capital appreciation by investing all or substantially all of its assets in a collective investment scheme that invests principally in equity securities of companies engaged in the infrastructure sector worldwide.

ATRAM Global Healthcare Feeder Fund

The fund seeks to achieve long-term capital appreciation by investing all or substantially all of its assets in a collective investment scheme that invests principally in equity securities of companies throughout the world that are involved in the design, manufacture, or sale of products and services used in health care, medicine, or biotechnology.

ALFM Money Market Fund

The fund aims to achieve preservation of capital and stable income by investing in a diversified portfolio of Philippine Peso denominated short-term fixed income and money market instruments.

ALFM Philippine Stock Index Fund

The fund aims to track the performance of the Philippine Stock Exchange Composite Index (PSEi). The fund shall substantially invest in stocks comprising the PSEi using the
same weights as in the index.

ATRAM Philippine Equity Smart Index Fund

The fund is designed to generate excess returns compared to its benchmark through an enhanced index approach, combining the elements of passive and active management.

ATRAM Global Consumer Trends Feeder Fund

The fund seeks to achieve long-term capital growth by investing all or substantially all of its assets in a collective investment scheme that invests globally in equities of companies that are predominantly engaged in the design, production or distribution of products and services related to the discretionary consumer needs of individuals.

ATRAM Global Financials Feeder Fund

The fund seeks to achieve long-term capital appreciation by investing all or substantially all of its assets in an equity collective investment scheme that invests mainly in equity securities of companies predominantly involved in providing financial services.

ATRAM Global Technology Feeder Fund

The fund seeks to achieve long-term capital appreciation by investing all or substantially all of its assets in a collective investment scheme that invests principally in equity securities of companies throughout the world that derive or benefit significantly from technological advances and improvements.

ATRAM Global Allocation Feeder Fund (PHP Class)

The fund seeks to maximize total return by investing all or substantially all of its assets in a balanced collective investment scheme that invests globally in equity, debt and short-term securities, of both corporate and government issuers.

Sun Life Prosperity World Income Fund

The Sun Life Prosperity World Income Fund gives you the best of both worlds in a single fund: access to a variety of global assets in a single fund using Philippine pesos and potential monthly cash payouts. ​

This is a multi-asset feeder fund that invests 90% of its net assets in a Target Fund1 managed by BlackRock®, one of the world’s largest asset management companies.