Personal Development, Business, Finance, and Investing for Everyone
An investment in knowledge always pays the best interest.
COL Financial says, "Let our experts do the investing for you."
I received an email from COL Financial saying that they launched their new equity fund through their asset management company, COL Investment Management, Inc. (CMI).
COL Financial launched its new equity fund, the COL Strategic Growth Unitized Mutual Fund (CSG), which is actively managed by COL experts.
COL Strategic Growth Fund (CSG)
The Philippine Peso-denominated COL Strategic Growth (CSG) Equity Fund seeks long-term capital growth through proactive portfolio management. The fund's primary investments are in common companies that are traded on the Philippine Stock Exchange, with the long-term objective of beating the returns of its benchmark (PSEi).
By diversifying into other investments like fixed income, the fund aims to be all-weather, able to ride the good tide during strong market runs while also being able to avoid or limit downside during unfavorable situations. The fund prioritizes risk management and uses a combination of fundamental, sentimental, and technical analysis to determine its course.
The perfect investor for this investment is one who:
CSG Investment Strategy
This fund invests in:
Stocks will serve as the main investing channel, with a thematic, value-driven strategy, and entries will be timed using technical analysis. Alpha and off-index issues are also included, however they are structured suitably to take risk and liquidity aspects into account. Selected issues mostly focus on the PSE's top blue chip businesses.
In order to increase returns, the Fund may additionally invest in fixed income securities given the erratic nature of the local stock market.
Cash and Money Market Instruments
Additionally, CSG makes investments in highly liquid short-term securities as a safety net against withdrawals or for strategic positioning.
You may read related topics:
What is COL Index Fund? And How to Invest in this Fund?
More Ways to Grow Your Money with COL Financial's Firt Mutual Fund
About COL Investment Management Inc. (CMI)
COL Investment Management Inc. (CMI) is the asset management subsidiary of COL Financial, created to further COL's purpose of making investing easier by providing more investment products to suit the different needs of the Filipino investing community. CMI currently manages two funds: the COL Equity Index Unitized Mutual Fund and the COL Strategic Growth Unitized Mutual Fund. For more information about these funds, you can find them in the Fund Source portion of www.colfinancial.com.
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ABOUT THE BLOGGER
Hi, I'm Ralph Gregore Masalihit!
An RFP Graduate (Registered Financial Planner Institute - Philippines).
A Personal Finance Advocate. An I.T. by Profession. An Investor. Business Minded. An Introvert. A Photography Enthusiast. A Travel and Personal Finance Blogger (Lakbay Diwa and Kuripot Pinoy).
Currently, I'm working my way toward time and financial freedom.