COL Fund Picks

Every goal deserves the right fund to make it happen.

Check out our fund baskets for different objectives that you can try applying to your own investing strategy.

Capital Growth

Funds that aim to grow your investment over time by investing in riskier assets like stocks

  • Fund Code: XCOLCSG

    Initial Subscription: ₱500

    The COL Strategic Fund is suitable for investors with high risk tolerance and long-term investment horizon. The fund aims to deliver total returns by investing primarily in listed companies in the Philippines, with a focus on companies with strong growth potential. It may at times invest in debt securities issued by governments and corporations.

  • Fund Code: XSLWEIF

    Initial Subscription: ₱10,000

    The fund is suitable for aggressive investors with an aggressive risk profile who want to invest in a global equity market index. It is a feeder fund that aims to replicate the overall performance of the global equity market included in the MSCI All Country World Index. Being a feeder fund, it intends to invest 90% of its assets into a single collective scheme, namely SPDR MSCI All Country World Index ETF.

Income Paying

Funds that prioritize providing regular income through dividends

  • Fund Code: XMLGMIF

    Initial Subscription: ₱1,000

    A feeder fund that seeks to replicate the performance of the global equity market as reflected in the MSCI All Country World Index. It invests 90% of its assets into the SPDR MSCI All Country World Index ETF.

    Best suited for investors who have an aggressive risk appetite.

Low Volatility

Funds that aim to deliver stable returns by minimizing large price fluctuations

  • Fund Code: XMLADBF

    Initial Subscription: ₱1,000

    The fund is suitable for investors with a moderately aggressive risk appetite and a medium-term horizon. It is a Feeder Fund that invests in bonds or fixed income securities issued by governments, agencies, and corporations located primarily in Asia. Being a feeder fund, it invests 90% of its asset into a single collective scheme, that being the Manulife Global Fund - Asia Total Return Fund managed by Manulife.

  • Fund Code: XSLBF

    Initial Subscription: ₱1,000

    The Sun Life Prosperity Bond Fund is suitable for investors with low risk tolerance and medium-term investment horizon. The fund aims to provide investors with regular returns and principal preservation by investing in risk-free local government securities and high-quality corporate debt securities.

  • Fund Code: XBPIABF

    Initial Subscription: ₱1,000

    The ABF Philippines Bond Index Fund is for investors with a medium-term investment horizon. The fund seeks to provide stable growth by investing primarily in local government securities by tracking the ABF Philippines Bond Index.

Tactical Picks

Funds that follow specific global trends and themes, recommended for strategic investors comfortable with high risk

  • Fund Code: XMLAGEF

    Initial Subscription: ₱1,000

    The fund is suitable for investors looking for exposure in the U.S. It is a feeder fund that aims to achieve capital growth by investing in equity and equity-related securities of North American companies with an emphasis in the U.S. Being a feeder fund, it will invest 90% of its assets into a single collective scheme, namely the Manulife Global Fund - U.S. Equity Fund managed by Manulife.

  • Fund Code: XBPIUS

    Initial Subscription: ₱1,000

    This fund aims to provide long-term capital growth by investing in US-listed companies by tracking the performance and allocation of the S&P 500.

  • Fund Code: XMLDGEF

    Initial Subscription: ₱1,000

    The fund is suitable for investors looking for exposure in China. It is a Feeder Fund that aims to achieve capital growth by investing in equity and equity-related securities in Hong Kong and/or businesses with a substantial interest in Hong Kong and China. Being a feeder fund, it will invest at least 90% of its assets into a single collective scheme, that being the Manulife Global Fund - Dragon Growth Fund managed by Manulife.

  • Fund Code: XMLGTEF

    Initial Subscription: ₱1,000

    The fund is suitable for investors looking for exposure in the Global Technology sector. It is a feeder fund that aims to provide medium to long term growth by investing in equity and equity-related securities in techonology, innovation, and related industries. Being a feeder fund, it will invest 90% of its assets into a single collective scheme, namely the Manulife Global Fund - Technology Fund managed by Manulife.

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IMPORTANT DISCLAIMERS

COL Investment Management Inc. (CMI) and the funds it manages are subsidiaries of COL Financial Group, Inc. Securities recommended, offered or distributed by COL Financial Group, Inc. are subject to investment risks, including the possible loss of the principal amount invested. Past business performance is not indicative of and does not represent future returns. Although the information in this report has been obtained from and is based upon sources believed to be reliable, COL does not guarantee its accuracy, timeliness, completeness, correctness, or fitness for any particular purpose. All opinions and estimates constitute the judgment of COL as of the date of the report and are subject to change without prior notice.

This report/material is for informational  purposes only and is not intended as an offer or solicitation for the purchase or sale of a security. COL Financial and/or its directors, officers, employees, and agents  may have investments in securities or derivatives of the companies mentioned in this report and may trade them in ways different from those discussed in this report.