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CTBC Bank-ATRAM Philippine

Balanced Feeder Fund

Brief Description

The CTBC Bank-ATRAM Philippine Balanced Feeder Fund is a Peso-denominated balanced Unit Investment Trust Fund in the form of a feeder fund that aims to achieve for its participants current income and long-term capital growth through investment in listed and non-listed fixed income and equity securities of Philippine companies and debt obligations of the Government of the Republic of the Philippines and its instrumentalities.

The target fund is ATRAM Philippine Balanced Fund, Inc., an open-end investment company duly registered with the Securities and Exchange Commission.

Note: The Declaration of Trust (DOT) for each fund is available upon request from CTBC Bank's Trust and Investment Services Department.

Features

With CTBC Bank – ATRAM Philippine Balanced Feeder Fund, clients are automatically entitled to:

  • A professionally managed portfolio
  • A more accessible investment outlet for just a minimum of PhP10,000
  • A medium term oriented fund which is at the same time highly liquid with just a 30-day holding period
  • An easier monitoring of investments with the availability of NAVPU in the corporate website
  • A wider variety of investment outlets through the Feeder Fund
  • A highly regulated product governed by the Bangko Sentral ng Pilipinas.

Documentations

  • CTBC Bank-ATRAM Philippine Balanced Feeder Fund Forms
  • Photocopy of 1 unexpired government-issued ID of all the signatories and shareholders of up 2% as stated in the General Information Sheet
  • Original copy of the Secretary's Certificate or Board Resolution appointing CTBC Bank's Trust and Investment Services Department as the Trustee
  • Certified True Copy of the Articles of Incorporation
  • Certified True Copy of the By Laws
  • Certified True Copy of the General Information Sheet