(Formerly the UCPB High Dividend Equity Fund) An aggressive fund intended for investors with an investment horizon of five to seven years. The fund aims to achieve growth through long-term appreciation and dividend income by investing in a portfolio of listed equities of Philippine companies that offer dividend payouts.
| Fund Classification | Equity Fund | |
| Portfolio Mix | A diversified portfolio of dividend-paying common and preferred shares | |
| Initial Investment | P1,000.00 | |
| Minimum Additional Placement | P1,000.00 | |
| Minimum Holding Period | 30 calendar days | |
| Trust Fee | 1.50% per annum based on the gross portfolio value of the Fund | |
| Penalty per early withdrawals | 25% of earnings (net of final withholding tax and trust fee), but not less than PhP500.00 |
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