The COL Strategic Growth (CSG) Mutual Fund is a unitized equity mutual fund managed by CMI. This fund is an all-weather fund that can adjust its investments depending on the market climate. It is a Philippine Peso-denominated fund that aims to generate long-term capital growth through active portfolio management.
This fund primarily invests in common stocks listed in the Philippine Stock Exchange, with the goal of outperforming its benchmark’s (PSEi) returns over the long term by participating during bullish market conditions and stepping aside during weaker ones. To achieve this, the fund puts great emphasis on risk management and flexible asset allocation.
Fund Code: XCOLCSG
Key Features:
- Affordability
- Minimum first investment of P500.00 then with the minimum of P100.00 for additional investments
- Liquidity
- It has no lock-up or holding period. This also means no early redemption fees.
- Flexibility
- This fund can go all-in invested in stocks, stay all out in cash, or temporarily park in fixed income instruments;