How To Invest In Mutual Funds Using COL Fund Source

8/22/2017

Having a clear idea of where you are and where you want to go financially is an important first step.

You cannot save time for future use. But you can invest it for the future. Time is Gold! We all have the same 24 hours in a day. It's how you use them that counts. If someone else seems to be accomplishing more than you, they're sacrificing more than you.

Don't just save your money, learn to invest. Make it grow!

There are lots of financial instruments that will help you to reach time and financial freedom. Mutual Fund is one of the best financial instruments that will help you to reach your financial goal. For beginner and experienced investors who want to diversify their investment portfolio, COL Fund Source of COL Financial provides investors instant access to 26 mutual funds from their Fund House Partners. COL Financial gives their investors the convenience of managing their investments in one account.

What are Mutual Funds?

Affordable investment
Pooled fund
Invested in a basket of securities
Professional-managed
Instant diversification
Liquidity

Types of Mutual Funds

Equity Funds - Invest in individual stocks listed in the Philippine Stock Exchange.
Equity Index Funds - Invest in stocks that are components of the PSEi.
Bond Funds - Invest in bonds issued by corporations and the Philippine government.
Balanced Funds - Invest in a combination of both individual stocks and bonds.
Money Market Funds - Invest in short-term time deposits, corporate bonds, and government securities.

COL Fund Source is the first and only mutual fund supermarket in the Philippines that provides investors instant access to a wide array of mutual funds.

Benefits Of Investing Through COL Fund Source

One Stop Shop

A wide selection of pre-screened mutual funds from top fund houses are made available in a single platform.

Expert Opinion

Get access to online tools and independent research from industry professionals which can help you in choosing the right funds for your portfolio.

Automated Investment Facility

COL EIP facility allows you to invest a fixed amount on a regular basis over the long-term.

Zero Front-End Fees

All mutual funds offered have no front-end fees. With a minimum of Php 5,000.00, you can already start investing.

Transparency

You can monitor and evaluate your investment portfolio which can contain both stocks and mutual funds, using your online account anytime, anywhere.

How To Get Started With COL Fund Source

Open A COL Account

Application forms can be filled out online. Provide all the necessary information together with the required documents and submit to any of their centers.