Comments on: How to Invest in Mutual Funds? http://www.millionaireacts.com/1209/how-to-invest-in-mutual-funds.html Escape the Rat Race and Join My Journey to Financial Freedom Wed, 08 Feb 2012 05:13:04 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Star http://www.millionaireacts.com/1209/how-to-invest-in-mutual-funds.html#comment-46049 Star Mon, 19 Sep 2011 17:13:16 +0000 http://www.millionaireacts.com/?p=1209#comment-46049 Hi Tyrone, Any suggestion for a low risk-long term mutual funds? saan kaya pinaka ok.. kasi diba iba iba ang offer ng mga banks... Thanks Hi Tyrone, Any suggestion for a low risk-long term mutual funds? saan kaya pinaka ok.. kasi diba iba iba ang offer ng mga banks… Thanks

]]> By: Tyrone Solee http://www.millionaireacts.com/1209/how-to-invest-in-mutual-funds.html#comment-43308 Tyrone Solee Tue, 09 Aug 2011 05:26:06 +0000 http://www.millionaireacts.com/?p=1209#comment-43308 Hi Mir, first of all, thank you for your feedback. In terms of amount, that entirely depends on you. You need to make sure that the money that you'll invest is an extra. For as low as 5K, you can start investing in a mutual fund. For the company, I would advise you to look on their yields or returns. The old site of ICAP is now down. They transferred to a new domain. You can see the latest returns here. http://pifa.com.ph/factsfignavps.asp Historically, Philequity, Sun Life and First Metro provides the best returns. Hi Mir, first of all, thank you for your feedback. In terms of amount, that entirely depends on you. You need to make sure that the money that you’ll invest is an extra. For as low as 5K, you can start investing in a mutual fund.

For the company, I would advise you to look on their yields or returns. The old site of ICAP is now down. They transferred to a new domain. You can see the latest returns here. http://pifa.com.ph/factsfignavps.asp

Historically, Philequity, Sun Life and First Metro provides the best returns.

]]> By: mir http://www.millionaireacts.com/1209/how-to-invest-in-mutual-funds.html#comment-43285 mir Mon, 08 Aug 2011 17:29:30 +0000 http://www.millionaireacts.com/?p=1209#comment-43285 hi there this is very enlightening kase it explains the subject in layman's term. id like to invest now, what company do you suggest and how much do i have to invest tnx hi there this is very enlightening kase it explains the subject in layman’s term.
id like to invest now, what company do you suggest and how much do i have to invest tnx

]]> By: Tyrone http://www.millionaireacts.com/1209/how-to-invest-in-mutual-funds.html#comment-29123 Tyrone Tue, 25 Jan 2011 09:53:22 +0000 http://www.millionaireacts.com/?p=1209#comment-29123 Hi JM, I also have some investments with them particularly in the BPI Equity Fund. Before, they just gave me a print out detailing how many units I was able to buy with my investment. That would be sufficient I think. They will send you statement of account from time to time with details such as how many units is available in your investment account, what's the value of it, and the corresponding gain or loss it has. If you have a BPI Express Online account, you can also register your UITF investments and see its market value whenever you log in to your account. Hi JM,

I also have some investments with them particularly in the BPI Equity Fund. Before, they just gave me a print out detailing how many units I was able to buy with my investment. That would be sufficient I think.

They will send you statement of account from time to time with details such as how many units is available in your investment account, what’s the value of it, and the corresponding gain or loss it has.

If you have a BPI Express Online account, you can also register your UITF investments and see its market value whenever you log in to your account.

]]> By: jm http://www.millionaireacts.com/1209/how-to-invest-in-mutual-funds.html#comment-29122 jm Tue, 25 Jan 2011 09:45:34 +0000 http://www.millionaireacts.com/?p=1209#comment-29122 Tyrone, hi. I have a question. i recently invested in bpi peso bond. what document should i get from bpi to evidence this investment? because they only gave me a print out. is there a certificate or anything? tia Tyrone, hi.

I have a question. i recently invested in bpi peso bond. what document should i get from bpi to evidence this investment? because they only gave me a print out. is there a certificate or anything? tia

]]> By: Tyrone http://www.millionaireacts.com/1209/how-to-invest-in-mutual-funds.html#comment-27139 Tyrone Thu, 13 Jan 2011 10:40:48 +0000 http://www.millionaireacts.com/?p=1209#comment-27139 Hi, mutual funds a very liquid. Yes, you can pull it out anytime you want. However, some mutual funds have minimum holding period which are subject for minimal penalty fees for those cases of early withdrawal. It would be best for you to ask for the mutual fund company you're interested to invest regarding the amount of the penalty fee. Hi, mutual funds a very liquid. Yes, you can pull it out anytime you want. However, some mutual funds have minimum holding period which are subject for minimal penalty fees for those cases of early withdrawal. It would be best for you to ask for the mutual fund company you’re interested to invest regarding the amount of the penalty fee.

]]> By: Nameless http://www.millionaireacts.com/1209/how-to-invest-in-mutual-funds.html#comment-27137 Nameless Thu, 13 Jan 2011 10:35:05 +0000 http://www.millionaireacts.com/?p=1209#comment-27137 Hi Sir, i would like to know, paano kung ayaw ko na, pwede ko ba makuha ang investment at profits ko kaagad? may time ba na contract ito? halimbawa, lumaki na ang value ng shares ko, at gusto ko na ipull-out, ok lang ba iyon? i would like to know. convertible ba ng madali sa cash ang mga ito? Hi Sir,

i would like to know, paano kung ayaw ko na, pwede ko ba makuha ang investment at profits ko kaagad? may time ba na contract ito? halimbawa, lumaki na ang value ng shares ko, at gusto ko na ipull-out, ok lang ba iyon? i would like to know. convertible ba ng madali sa cash ang mga ito?

]]> By: Tyrone http://www.millionaireacts.com/1209/how-to-invest-in-mutual-funds.html#comment-17862 Tyrone Mon, 06 Sep 2010 07:01:35 +0000 http://www.millionaireacts.com/?p=1209#comment-17862 Hi Rex, UITFs and mutual funds are almost similar. As far as I know, FAMI's Save and Learn Equity Fund is so far the fund which has the highest yield year to date. You can check it out here: http://www.icap.com.ph/factsfignavps.asp However, I think they have longer holding periods than most of the mutual funds. Hi Rex, UITFs and mutual funds are almost similar. As far as I know, FAMI’s Save and Learn Equity Fund is so far the fund which has the highest yield year to date. You can check it out here:

http://www.icap.com.ph/factsfignavps.asp

However, I think they have longer holding periods than most of the mutual funds.

]]> By: rex http://www.millionaireacts.com/1209/how-to-invest-in-mutual-funds.html#comment-17859 rex Mon, 06 Sep 2010 02:40:13 +0000 http://www.millionaireacts.com/?p=1209#comment-17859 Hi Tyrone! Nice blog. I'm into uitf with BDO and planning to invest on FAMI's Save & Learn Equity Fund. Is it good to invest now on Mutual Funds? Thanks Hi Tyrone!

Nice blog. I’m into uitf with BDO and planning to invest on FAMI’s Save & Learn Equity Fund. Is it good to invest now on Mutual Funds?

Thanks

]]> By: Mari http://www.millionaireacts.com/1209/how-to-invest-in-mutual-funds.html#comment-16575 Mari Sat, 24 Jul 2010 12:02:49 +0000 http://www.millionaireacts.com/?p=1209#comment-16575 Hi Tyrone, I read that mutual fund is good investment for OFW like me. Do we need to monitor the rates or NAV of the stocks from time to time? Like in our case OFW, I think it is not possible to do it. Is it ok to make the investment once in a year?and get the results during our vacation. Hi Tyrone,

I read that mutual fund is good investment for OFW like me. Do we need to monitor the rates or NAV of the stocks from time to time? Like in our case OFW, I think it is not possible to do it. Is it ok to make the investment once in a year?and get the results during our vacation.

]]> By: Tyrone http://www.millionaireacts.com/1209/how-to-invest-in-mutual-funds.html#comment-9023 Tyrone Tue, 16 Feb 2010 01:02:51 +0000 http://www.millionaireacts.com/?p=1209#comment-9023 Hi Jerone, yes you can definitely add more money in your mutual fund account. I would suggest to do "cost averaging". That's to put more investment when the market is down and if you see prospects that the market will be better in the near future. For mutual funds, yes, it would be subject again for another entry fee. Hi Jerone, yes you can definitely add more money in your mutual fund account. I would suggest to do “cost averaging”. That’s to put more investment when the market is down and if you see prospects that the market will be better in the near future.

For mutual funds, yes, it would be subject again for another entry fee.

]]> By: Jerone http://www.millionaireacts.com/1209/how-to-invest-in-mutual-funds.html#comment-9022 Jerone Mon, 15 Feb 2010 13:54:37 +0000 http://www.millionaireacts.com/?p=1209#comment-9022 Hello Tyrone, If I am going to invest in mutual fund would i'd be able to monitor my account online? would it be possible din ba to add more amount after the initial investment? let say i will invest 20k as initial investment then if i want to add another 20k if i see that the market is doing good does the other 20k amount will be subject for another entry fee? Hello Tyrone,

If I am going to invest in mutual fund would i’d be able to monitor my account online? would it be possible din ba to add more amount after the initial investment? let say i will invest 20k as initial investment then if i want to add another 20k if i see that the market is doing good does the other 20k amount will be subject for another entry fee?

]]> By: Tyrone http://www.millionaireacts.com/1209/how-to-invest-in-mutual-funds.html#comment-8444 Tyrone Thu, 07 Jan 2010 10:39:08 +0000 http://www.millionaireacts.com/?p=1209#comment-8444 Most mutual funds have a minimum investment requirement of 10K depending on the kind of fund. The lowest minimum investment requirement I think is 5K. Most mutual funds have a minimum investment requirement of 10K depending on the kind of fund. The lowest minimum investment requirement I think is 5K.

]]> By: Carla http://www.millionaireacts.com/1209/how-to-invest-in-mutual-funds.html#comment-8442 Carla Thu, 07 Jan 2010 07:54:10 +0000 http://www.millionaireacts.com/?p=1209#comment-8442 How much is the minimum investment for most mutual funds? How much is the minimum investment for most mutual funds?

]]> By: Tyrone http://www.millionaireacts.com/1209/how-to-invest-in-mutual-funds.html#comment-3543 Tyrone Sun, 02 Aug 2009 22:31:44 +0000 http://www.millionaireacts.com/?p=1209#comment-3543 Hi Dexter, for your question, I would refer you to the Investment Company Association of the Philippines. The link was mentioned above. There are a lot of companies whose performance as of now is better than that of Sun Life. But Sun Life is pretty good. They are very professional I would say. They deliver you a glossy annual report of the fund and every quarter they send you updates of how much is the current worth of your investment. Hi Dexter, for your question, I would refer you to the Investment Company Association of the Philippines. The link was mentioned above. There are a lot of companies whose performance as of now is better than that of Sun Life. But Sun Life is pretty good. They are very professional I would say. They deliver you a glossy annual report of the fund and every quarter they send you updates of how much is the current worth of your investment.

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