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.