Please give yourself the chance to read the Declaration of Trust (DOT) and the Key Information and Investment Disclosure Statement (KIIDS) of the UITF that you are interested in. The DOT and KIIDS are available for download at ATRAM’s website: www.atram.com.ph. The DOT and KIIDS contain the UITF's investment objectives; the broad investment strategies the fund manager will follow; the risks involved in investing in the fund; and the fees, costs and other disclosures essential to good governance and transparency. A careful reading of the DOT and a discussion with a certified UITF salesperson should help you decide whether the fund appropriately matches your financial goals and appetite for risk.
Currently, you may invest in the following ATRAM UITFs through ATRAM Trust Corporation’s online investing platform, www.seedbox.ph:
- ATRAM Peso Money Market
The Fund is suitable for investors with a short-term investment horizon seeking better returns compared to deposit products, with prime consideration for high liquidity and capital security, and have a conservative risk appetite.
- ATRAM Total Return Peso Bond
The Fund is suitable for investors with an investment horizon of at least 3 years, has a moderate risk appetite, looking for higher returns compared to other investment outlets with shorter investment horizons, and willing to take on the pertinent risks.
- ATRAM Philippine Equity Smart Index
The Fund is suitable for investors with a long-term investment horizon who seek to invest in Philippine equity securities and have a high-risk appetite.
- ATRAM Global Technology
The Fund is suitable for investors with a long-term investment horizon seeking to invest in equity securities of companies throughout the world that derive or benefit significantly from technological advances and improvements and have a high-risk appetite.
For other ATRAM UITFs not included in the list, a personal visit to ATRAM Trust Corporation's office is required. We are located at 8th floor, 8 Rockwell, Hidalgo Drive, Rockwell Center, Makati City.