Philam Strategic Growth Fund, Inc. (PSGF) is an open-end mutual fund invested in listed issues at the Philippine Stock Exchange. PSGF is a long-term investment vehicle that gives superior capital growth through a professionally managed stock portfolio. For defensive purposes, the fund may be invested in cash or fixed-income instruments including convertible instruments.
PSGF is mainly invested in blue chip stocks and is ideal for investors who are aware of the immensely profitable opportunities in the stock market but do not have the expertise nor the resources to develop and manage a highly-diversified equity portfolio.
»» Investment Objective
To provide investors with long-term capital growth through investments in equity securities.
»» Launch Date
Milestones
Year
Net Yield
1998
19.18%
1999
14.60%
2000
-15.10%
2001
-3.87%
2002
-4.94%
2003
31.14%
2004
23.38%
2005
15.19%
2006
43.32%
2007
20.09%
2008
-38.13%
2009
47.39%
June 22, 1998
»» Domicile
Republic of the Philippines
»» Currency
Philippine Peso
»» Par Value
Php 1.00
»» Min. Initial Investment
Php 10,000.00
»» Min. Add’l Investment
Php 1,000.00
»» Entry Fee
From 0.50% to 3.00%
»» Custodian Bank
Citibank, N.A.
»» Transfer Agent
Deutsche Bank AG Manila Branch
Contact us: Tel Nos.: (63) (2) 867-3912 to 18 | Fax No.: (63) (2) 813-6813 or 18
