ALFM Family Of Funds

 Here are the BPI-Managed Mutual Funds:

ALFM Peso Bond Fund

ALFM Dollar Bond Fund

ALFM Euro Bond Fund

ALFM Growth Fund

Philippine Stock Index Fund

ALFM Money Market Fund

Ekklesia Mutual Fund 

ALFM Peso Bond Fund

Investment Objective	To generate a steady stream of income through investing in a diversified portfolio of high-grade peso-denominated fixed income instruments.
Launch Date	July 18, 1997
Fund Type	Medium Term Bond Fund
Base Currency	Philippine Peso
Minimum Initial Investment	Php 50,000.00
Minimum Transaction	Php 10,000.00
Minimum Holding Period	180 days
Initial Sales Charge	Waived
Early Redemption Fee	1.00%
Management Fee	1.50% per annum
Fund Manager	Bank of The Philippine Islands
Risk Disclosure	The Fund is suitable for investors who take medium- to long-term views. The Fund’s yield, net asset value, and total return may fall as well as rise as a result of interest rate movements and the changes in credit quality of the investments. On redemption of shares, an investor may receive an amount less than the original amount of the investment.

ALFM Dollar Bond Fund

Investment Objective	To generate a steady stream of income by investing in a diversified portfolio of fixed income instruments issued by foreign and local entities.
Launch Date	February 5, 2002
Fund Type	Medium Term Bond Fund
Base Currency	US Dollar
Minimum Initial Investment	USD 1,000
Minimum Transaction	USD 200
Minimum Holding Period	180 days
Initial Sales Charge	Waived
Early Redemption Fee	1.00%
Management Fee	1.25% per annum
Fund Manager	BPI Investment Management, Inc.
Risk Disclosure	The Fund is suitable for investors who take medium- to long-term views. The Fund's yield, net asset value and total return may fall as well as rise as a result of interest rate and currency movements and the changes in the credit quality of the investments. On redemption of shares, an investor may receive an amount less than the original amount of the investment. Liquidity risk also need to be taken into account.

 ALFM Euro Bond Fund

Investment Objective	To generate a steady stream of income by investing in a diversified portfolio of fixed income instruments issued by foreign and local entities.
Launch Date	January 19, 2006
Fund Type	Medium Term Bond Fund
Base Currency	Euro
Minimum Initial Investment	EUR 1,000
Minimum Transaction	EUR 200
Minimum Holding Period	180 days
Initial Sales Charge	Waived
Early Redemption Fee	1.00%
Management Fee	0.50% per annum
Fund Manager	BPI Investment Management, Inc.
Risk Disclosure	The Fund is suitable for investors who take medium- to long-term views. The Fund's yield, net asset value and total return may fall as well as rise as a result of interest rate and currency movements and the changes in the credit quality of the investments. On redemption of shares, an investor may receive an amount less than the original amount of the investment.

ALFM Growth Fund

Investment Objective	To achieve investment returns from a diversified portfolio of equities and fixed income instruments.
Launch Date	November 27, 2007
Fund Type	Long Term
Base Currency	Philippine Peso
Minimum Initial Investment	Php 50,000.00
Minimum Transaction	Php 10,000.00
Minimum Holding Period	180 days
Initial Sales Charge	Waived
Early Redemption Fee	1.00%
Management Fee	1.50% per annum
Fund Manager	Bank of the Philippine Islands
Risk Disclosure	The Fund is suitable for investors who take medium to long-term views. As a marked-to market Mutual Fund, the Fund’s net asset value, and total return may fall as well as rise as a result of stock prices and interest rates movements. On redemption of shares, an investor may receive an amount less than the original amount of investment.

Philippine Stock Index Fund

Investment Objective	To achieve investment returns that track the performance of the Philippine Stock Exchange Composite Index (PSEi).
Launch Date	March 14, 2003
Fund Type	Index Tracker Equity Fund
Base Currency	Philippine Peso
Minimum Initial Investment	Php 50,000.00
Minimum Transaction	Php 10,000.00
Minimum Holding Period	180 days
Initial Sales Charge	Waived
Early Redemption Fee	1.00%
Management Fee	1.50% per annum
Fund Manager	Bank of the Philippine Islands
Risk Disclosure	The Fund is suitable for investors who take short- to medium-term views. The Fund’s yield, net asset value, and total return may fall as well as rise as a result of interest rate movements and the changes in credit quality of the investments. On redemption of shares, an investor may receive an amount less than the original amount of the investment.

ALFM Money Market Fund

Investment Objective	To seek capital preservation and stable income from a diversified portfolio of short-term bonds and money market investments.
Launch Date	March 1, 2010
Fund Type	Money Market Fund
Base Currency	Philippine Peso
Minimum Initial Investment	Php 50,000.00
Minimum Transaction	Php 10,000.00
Minimum Holding Period	30 days
Initial Sales Charge	Waived
Early Redemption Fee	1.00%
Management Fee	0.75% per annum
Fund Manager	BPI Investment Management, Inc.
Risk Disclosure	The Fund is suitable for investors who take medium to long-term views. The Fund’s net asset value, and total return may fall as well as rise as a result of stock price movements. On redemption of shares, an investor may receive an amount less than the original amount of investment.

Ekklesia Mutual Fund

Investment Objective	To achieve growth through income derived from medium to long-term fixed income instruments denominated in Philippine Peso or major foreign currencies.
Launch Date	August 2, 2004
Fund Type	Medium- to Long-Term Bond Fund
Base Currency	Philippine Peso
Minimum Initial Investment	Php 5,000.00
Minimum Transaction	Php 1,000.00
Minimum Holding Period	30 days
Initial Sales Charge	Waived
Early Redemption Fee	1.00%
Management Fee	1.75% per annum
Fund Manager	BPI Investment Management, Inc.
Risk Disclosure	The Fund is suitable for investors who take medium- to long-term views. The Fund’s yield, net asset value and total return may fall as well as rise as a result of interest rate movements and the changes in credit quality of the investments. On redemption of shares, an investor may receive an amount less than the original amount of the investment.

You may also visit BPI's website for economic updates, stock market news, and global news that will serve as guide to your investment products.

Websites: 

http://www.bpiexpressonline.com

http://www.bpitrade.com/trade

When I invested in ALFM Growth Fund last year, there is  a website exclusively for ALFM Mutual Funds (www.alfm.com.ph) but it is already inactive as of now.

You may also inquire in any BPI branch.  This was how I learned about BPI’s various mutual funds.