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MUTUAL FUNDS AVAILABLE IN COL FUND SOURCE

The ATR Asset Management Group (ATRAM) is an independent asset management firm servicing both institutional and retail clients through mutual funds, unit investment trust funds, and segregated portfolios. ATRAM operates through ATR Asset Management, Inc. (ATRAM MF) and the ATRAM Trust Corporation (Formerly Maybank ATR Kim Eng Capital Partners, Inc. - Trust).

ATRAM's stability comes from its key investment personnel having ownership in the firm, and from its management team having worked together for many years. ATRAM's senior portfolio managers have extensive experience in managing portfolios through several market cycles over the past 20 years.

ATRAM was awarded the Fund House of the Year in 2014 and 2015 by the Asian Investor Investment Performance Awards while also receiving the Philippine Rising Star Award from The Asset.

ATRAM MF is currently the investment manager for seven mutual funds registered with the Securities and Exchange Commission (SEC):

BPI Investment Management, Inc. (BIMI) has been responsible in formulating and executing the investment strategies of the country's largest & most established mutual fund group - ALFM Mutual Funds. A wholly-owned subsidiary of the Bank of the Philippine Islands, BPI Investment was first established in 1974 as Ayala Investment Management, Inc. With the use of state-of-the-art technology, intensive financial experience and a focus on innovation, the company is a strong industry player and has garnered multiple awards over the years.

(Please note that subscription to any PAMI Fund is no longer accepted as of December 20, 2019 due to the transfer of management of PAMI to BIMI. However, redemptions will continue to be accepted and processed through your COL Account if you want to redeem any of your PAMI fund investments.)

ALFM Funds Group:

Other Funds:

COL Investment Management Inc. (CMI) was incorporated on September 6, 2019. We are an SEC-licensed Investment Company Advisor or, in simple terms, a Fund Manager. We are currently responsible for the administration and portfolio management of COL Equity Index Unitized Mutual Fund (CEIF) and COL Strategic Growth Equity Unitized Mutual Fund, Inc. (CSG) with authority to manage other similar funds in the future as well as to provide investment advisement services.

• COL Equity Index Unitized Mutual Fund, Inc. 

First Metro Asset Management, Inc. (FAMI) was established by First Metro Investment Corporation (FMIC) in partnership with the Catholic Educational Association of the Philippines (CEAP) and Marist Brothers Foundation to engage in the mutual fund business, promote savings mobilization and advocate investment literacy among Filipinos.

FAMI is the investment manager, administrator, and principal distributor of the Save and Learn Mutual Funds and the following funds:

Manulife Investment Management and Trust Corporation (Manulife Investment Management Philippines or MIMPH) is a wholly owned subsidiary of The Manufacturers Life Insurance Co. (Phils.) Inc. (Manulife Philippines). It started operations in September 2017 under the brand name of Manulife Investment Management, the global wealth and asset management segment of Manulife Financial Corporation.

Manulife Investment Management was recognized as one of the top investment houses in the Philippines by The Asset 2021 Benchmark Research Awards.

Manulife offers a diverse range of unit investment trust funds (UITFs). These cover different asset classes and themes across the local and global markets for varied investment goals, needs, and risk appetites, providing investors with a broad set of opportunities to grow their wealth and diversify their investment portfolios.

Local UITF Funds:

Global UITF Funds:

Philequity Management Inc. (PEMI) is an investment management company which was established in 1994 for the purpose of achieving consistent and long-term above average returns for its investors. Philequity Management, Inc. is 51% owned by Vantage Equities, a PSE-listed company which strategically invests in companies operating in the financial industry. Philequity Management was founded by a group of stockbrokers in order to manage the flagship Philequity Fund. The company's Investment Committee is composed of Mr. Wilson Sy, Mr. Roberto Lorayes, Mr. Edmundo Bunyi, Jr., Mr. Ignacio B. Gimenez and Mr. Jerome Gonzalez. Together, they have accumulated over a century's worth of investment experience.

In 2010, PEMI also garnered the following Lipper Fund Awards:

Lipper, a Thomson Reuters company, is a global leader for supplying mutual fund information, ratings, analytical tools and commentary.

The following open-ended mutual funds available to the public are being managed by PEMI:

Sun Life Asset Management Company, Inc. (SLAMCI) is the fund manager and principal distributor of the Sun Life Prosperity Funds and is a wholly-owned subsidiary of Sun Life of Canada (Philippines), Inc. (SLOCPI).

SLAMCI acts as the adviser, administrator, and provides management, and all required operational services for the family of the Sun Life Prosperity Funds.

The company benefits from the expertise of Sun Life Financial, a global force in financial services with international operations, subsidiaries and joint ventures serving millions of people in Canada, the United States, the United Kingdom, Hong Kong, the Philippines, Indonesia, India, and China.

Peso Funds:

Dollar Funds: