A moderate US-dollar-denominated fund that is suitable for clients with an investment horizon of three to five years. The fund aims to generate relatively higher income through investments in dollar-denominated fixed-income securities issued by the National Government and by local companies.
| Fund Classification | Fixed-Income Fund (Long-Term) | |
| Portfolio Mix | Portfolio of US dollar-denominated fixed-income securities such as government securities, corporate bonds, and special bank deposits. | |
| Initial Investment | US$ 1,000.00 | |
| Minimum Additional Placement | US$ 200.00 | |
| Minimum Holding Period | 30 days | |
| Trust Fee | 0.50% 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 US$ 10.00 |
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