Mutual Fund Basics

Invest in professionally managed investment products

How are investors of mutual funds protected?
Mutual funds are highly regulated by the Securities and Exchange Commission (SEC) under the implementing rules and regulation of the Investment Company Act ...
Wed, 28 Oct, 2015 at 3:24 PM
Are mutual funds insured by the Philippine Deposit Insurance Corporation (PDIC)?
Mutual funds are not bank deposits and are not insured by the PDIC.
Wed, 28 Oct, 2015 at 3:25 PM
What is the maturity period of mutual funds?
Mutual funds do not have a specific maturity period. As a rule of thumb, a longer holding period usually favors investors who are seeking higher returns.
Wed, 28 Oct, 2015 at 3:25 PM
Can I liquidate my investment anytime?
You may redeem your investments at any time subject to the settlement procedures of the specific mutual funds. You just need to take note of the early redem...
Wed, 28 Oct, 2015 at 3:26 PM
How are mutual funds being managed?
Mutual funds are generally managed by a registered investment company adviser based on the specified investment objective of the fund. Fund managers working...
Wed, 28 Oct, 2015 at 3:26 PM
What is the difference between a mutual fund and a unit investment trust fund?
Mutual funds and unit investment trust funds (UITFs) are similar as both instruments pool together money from numerous investors to build a portfolio of inv...
Wed, 28 Oct, 2015 at 3:27 PM
What are the taxes involved when investing in mutual funds?
As provided by the National Internal Revenue Code, as amended, gains realized upon redemption of shares in a mutual fund company are exempt from income tax....
Wed, 28 Oct, 2015 at 3:28 PM