Investing in RTBs Supports Nation-Building (PRESS RELEASE)

EVERY Php 5,000 investment made in retail treasury bonds (RTBs) makes a difference for the country.

According to the Bureau of the Treasury (BOTr), the government agency responsible for issuing RTBs, a retail investor capable of allotting a minimum amount of Php 5,000 can positively influence as every peso invested in RTBs is used to fund priority projects aimed at improving the lives of every Filipino and developing the competitiveness of the country. Continue reading Investing in RTBs Supports Nation-Building (PRESS RELEASE)

What Are Securities?

In our recent seminars, one of the most asked questions was “What is a security?” For the first time participant, the word may sound alien or may mean another thing for some. Such as the word security in “security guard”.

A new investor may already probably know what securities are but are not just aware that they are called by that name.

Now, what really are securities? Continue reading What Are Securities?

What Consists a Fixed Income Fund?

Unlike stocks and equity funds, fixed income funds have “fixed rates” of interests or returns.  It is a type of mutual fund (MF) or unit investment trust fund (UITF) which is basically a pool of money that is invested in different types of fixed income securities.

The good thing about fixed income fund products is that they offer sureball, more convenient and more affordable ways of investing money in various fixed income securities in just one fund to satisfy different short-term to medium term financial goals like purchasing a car, a new house, or for a dream travel.

Remember our previous article about mutual funds and UITF’s? For short-term and medium-term financial goals (5 years or less), the best fund to invest in are the fixed income funds. But are you familiar about the different financial instruments that fixed income fund managers are investing in? Continue reading What Consists a Fixed Income Fund?