Mutual Funds

A mutual fund is a professionally managed investment fund that brings together a group of people and invests their funds in securities such as stocks, bonds, and short-term debt. The combined holdings of the mutual fund are known as its portfolio.

Aside from investing in stocks, our UTrade platform also provides clients with access to a range of mutual funds from top asset management companies in the Philippines, offering a convenient and hassle-free way for clients to invest in mutual funds, allowing them to diversify their portfolio.

By investing in a mutual fund, you can gain exposure to a diversified portfolio of securities, which can help manage risk and potentially generate higher returns. And with UTrade, our team of experienced professionals is also always available to provide guidance and support, helping you select the mutual funds that align with their financial goals and objectives.

Asset Management

Why Invest in Mutual Funds?

diversified investment icon

Diversified investment

professionally managed icon

Professionally managed

convenience and lower cost icon

Convenience and lower costs

 Mutual Funds Distribution

atram
Sunlife
PhilEquity
BPI Investment Management, Inc.
First Metro Asset Management, Inc.
Philam Asset Management, Inc.

ATRAM Unicapital Diversified Growth Fund, Inc.

The Fund (formerly the ATRAM Dynamic Allocation Fund, Inc.) is invested in selected fixed income and stocks, actively managed for maximum growth and designed for those who seek an investment with a moderate risk. It is designed to provide total returns consisting of current income and capital growth through investments in a diversified portfolio of debt and equity securities from domestic issuers.

Frequently Asked Questions

UTrade by Unicapital Securities, Inc. is a licensed mutual fund distributor and registered with the Securities and Exchange Commission (SEC). The funds we currently distribute via the UTrade platform are the following:

  • ATR Asset Management, Inc (ATRAM)
  • BPI Investment Management, Inc. (ALFM)
  • First Metro Asset Management, Inc. (FAMI)
  • Philam Asset Management, Inc. (PAMI)
  • Philequity Asset Management, Inc. (PEMI)
  • Sunlife Asset Management, Inc. (SLAMCI)

There are different types of funds which you can invest in depending on your financial goals and needs. The below are the different types of fund which you invest in through UTrade:

mutualfunds

Returns are determined by the movement in Net Asset Value Per Share (NAVPS). An increase in NAVPS means that you can redeem the shares of a mutual fund for a higher value. You may also earn money through dividend payouts from the mutual fund itself.

With UTrade, there is NO sales load charged with each subscription regardless of initial investment or additional investment. There are likewise no redemption fees charged by UTrade.

To start investing in mutual funds, go to “EXCHANGE” then “MUTUAL FUND” to see all available mutual funds to invest in. For first-time investors, a suitability questionnaire will automatically prompt to be answered. The questionnaire is designed in order to assess your risk profile as an investor and will automatically show recommended mutual funds to be invested in. This, however, will not limit you to investing in these funds. The investor may opt to show all funds available via a filter and sort function available.

Ready to Invest?