With FundsMart, you can invest without sales load or agent fees** in dollar-denominated mutual funds from ALFM, ATR Asset Management, Inc. (ATRAM), First Metro Asset Management Inc. (FAMI), Philam Asset Management Inc. (PAMI), PhilEquity Management Inc.(PEMI) and Sun Life Asset Management Company Inc. (SLAMCI).
To filter all dollar funds, go to FUNDS>FUNDSMART>ALL CURRENCIES>US DOLLARS.
NOTES:
- There is no per transaction fee when you subscribe to funds. The management fee in the Fund Profile is not charged to you.**
- You may only subscribe to funds with Risk Ratings that match your Investor Risk Profile. To update your profile, go to FUNDS>HOME> UPDATE MY RISK PROFILE.
|
FUND PROVIDER |
FUND NAME |
TYPE |
MIN. INITIAL INVESTMENT |
MIN. ADDITIONAL INVESTMENT |
|
ALFM |
ALFM Dollar Bond Fund |
Bond |
500 |
500 |
|
ALFM Global Multi-asset Income Fund |
Balanced |
100 |
20 |
|
|
ATRAM |
ATRAM AsiaPlus Equity Fund |
Equity |
150 |
50 |
|
ATRAM Total Return Dollar Bond Fund |
Bond |
150 |
50 |
|
|
FAMI |
First Metro Save and Learn Dollar Bond |
Bond |
1,000 |
100 |
|
PAMI |
PAMI Asia Balanced Fund |
Balanced |
200 |
50 |
|
PAMI Global Bond Fund |
Bond |
5,000 |
1,000 |
|
|
Philam Dollar Bond Fund |
Bond |
2,000 |
100 |
|
|
PEMI |
Philequity Dollar Income Fund |
Bond |
500 |
100 |
|
SLAMCI |
Sun Life Prosperity Dollar Abundance Fund |
Bond |
1,000 |
200 |
|
Sun Life Prosperity Dollar Advantage Fund |
Balanced |
1,000 |
200 |
|
|
Sun Life Prosperity Dollar Wellspring Fund |
Balanced |
1,000 |
200 |
|
|
Sun Life Prosperity World Voyager Fund |
Equity |
1,000 |
200 |
|
|
Sun Life Prosperity Dollar Starter Fund |
Money Market |
500 |
100 |