The Voluntary Investment Program (VIP) allows you to automatically invest in various mutual funds and exchange-traded funds for as low as P1,500 monthly or bi-monthly.
Benefits:
- Encourages disciplined investing
- Provides automatic diversification
- Hassle-free
How does it work?
To set up your VIP, you just need to decide on three things: how much to invest, how frequent (monthly or bi-monthly) and where to invest. The amount will be automatically deducted from their buying power on debit date (15th and/or 30th day of the month).
- No need to post buy orders on your own
- Can be sold or redeemed any time
- No penalties in case of insufficient cash in your account
For mutual funds, you must first complete the risk assessment and make the initial investment using your FirstMetroSec account. For FMETF, you may invest directly via VIP.
|
PROVIDER |
FUND NAME |
FUND TYPE |
MIN INITIAL INVESTMENT |
|
|
ETF |
1,500** |
|
|
|
ALFM Money Market Fund |
Money Market |
5,000 |
|
ALFM Peso Bond Fund |
Bond |
5,000 |
|
|
ALFM Phil. Stock Index Fund |
Equity |
5,000 |
|
|
ALFM Growth Fund |
Equity |
5,000 |
|
|
|
ATRAM Corporate Bond Fund |
Bond |
1,000 |
|
ATRAM Philippine Balanced Fund |
Balanced |
1,000 |
|
|
ATRAM Unicapital Diversified Growth Fund |
Balanced |
1,000 |
|
|
ATRAM Phil. Equity Opportunity Fund |
Equity |
1,000 |
|
|
ATRAM Alpha Opportunity Fund |
Equity |
1,000 |
|
|
|
First Metro Save and Learn Money Market |
Money Market |
5,000 |
|
First Metro Save and Learn Fixed Income |
Bond |
5,000 |
|
|
First Metro Save and Learn Balanced Fund |
Balanced |
5,000 |
|
|
First Metro Save and Learn PH Index Fund |
Equity |
5,000 |
|
|
First Metro Save and Learn Equity Fund |
Equity |
5,000 |
|
|
First Metro Consumer Fund |
Equity |
5,000 |
|
|
|
Philam Managed Income Fund |
Bond |
1,000 |
|
Philam Bond Fund |
Bond |
1,000 |
|
|
Philam Fund |
Balanced |
1,000 |
|
|
PAMI Horizon Fund |
Balanced |
5,000 |
|
|
PAMI Equity Index Fund |
Equity |
1,000 |
|
|
Philam Strategic Growth Fund |
Equity |
5,000 |
|
|
|
Philequity Peso Bond Fund |
Bond |
1,000 |
|
Philequity MSCI Philippines Index Fund |
Equity |
1,000 |
|
|
Philequity PSE Index Fund |
Equity |
1,000 |
|
|
Philequity Fund |
Equity |
1,000 |
|
|
Philequity Dividend Yield Fund |
Equity |
1,000 |
|
|
Philequity Alpha One Fund |
Equity |
1,000 |
|
|
|
SunLife Prosperity Money Market Fund |
Money Market |
1,000 |
|
SunLife Prosperity GS Fund |
Bond |
1,000 |
|
|
SunLife Prosperity Bond Fund |
Bond |
1,000 |
|
|
SunLife Prosperity Balanced Fund |
Balanced |
1,000 |
|
|
SunLife Prosperity PH Stock Index Fund |
Equity |
1,000 |
|
|
SunLife Prosperity PH Equity Fund |
Equity |
1,000 |
**Subject to board lot: FMETF stock price as of Nov. 11, 2020 x 10 shares plus charges (approx. P1,500)
Steps
- Download and fill out the VIP Enrollment/Amendment Form.
- Set your regular funding arrangement with your bank. Click HERE to learn how.
- Submit the e-signed VIP form as an attachment HERE. Enter your email address, type of request, full name, and FirstMetroSec account number. Select Products and Services > VIP as Area of Concern.