In the Philippines and anywhere else in the world, Managed Mutual Fund would try to mix-and-match assets from Cash Equivalents, Stocks and Bonds to meet their investment Objectives. This technique allows them to come up with Mutual Funds that invest for: Safety, Income and Growth.
Before you invest in a Mutual Fund, it’s best to assess yourself to determine your Risk Appetite and then find a fund whose Investment Objective matches with your style and risk profile.
Find out more on how you can do this by reading Pera Tree’s final installment on the fundamentals of Mutual Funds in the Philippines.