Investment
Key Facts
| Asset Class | Equity |
|---|---|
| Fund Type | Mutual Fund |
| Benchmark Index | Philippine Stock Index |
| Inception Date | 5/19/2017 |
| Risk Profile | Aggressive |
|---|---|
| Currency | PHP |
| Management Fee | 2% p.a. |
| For Fee details, please refer to the Fund Prospectus. |
How to invest in CLIMBS EQUITY MUTUAL FUND?
Any cooperative or individual member can invest.
A minimum initial investment of Php500.00 per investor
A minimum of Php 300.00 for additional investment.
Requirements to invest:
Board Resolution (For Cooperatives)
Two Signatories / with two valid ID’s and 1x1 picture.
For individual investors:
Two valid ID’s
1x1 picture.
CIMAC will provide the INVESTMENT FORM and acknowledgement receipt upon submission of all documents and proof of deposit.