UITF Terms: Understanding Unit Investment Trust Funds

[@nang-nang7356]

nagstart na po ako maginvest now.. napakalaking tulong po ang mga nalaman ko sainyo. salamat!

[@nursejel939]

thank you for this video, 2021 ng nakita ko. dami ko natutunan po.

[@_.mv._.05._]

thank you…😊dami ko natututunan sa mga topic ninyo.

[@ericsonbandilla9196]

Very Informative and entertaining, dto ka matututo ng mga financial key info at matatawa ka sa mga pa kwela. continue this work po mga sir 😀

[@WealthArki]

Thank you! Please do share the learnings--and our videos, too!

[@rachellemacarandang4391]

Nakakatuwa sila di boring panuorin . Nakakatuwang mag explain .May natututunan ka pa😊.. Godbless po sa inyo😊

[@WealthArki]

rachelle macarandang thank you! Please do share the learnings-and our videos, too!

[@johnnypreysler4914]

Super helpful! I am a first time investor and this video helped me somehow understand UITF. Specially how the NAVPU works. keep it up guys!

[@raine5375]

Ang cute po nyong 2 parang ang saya saya nyo palagi god bless po mga sir !

[@stanleyabasolo9864]

thank you guys good learnings from you mula ngayon lab ko nankayo😂❤

[@cliffordfirmalo4903]

starting to know how to invest.... thank you...

[@boredo7502]

your format is refreshing, parang tambay at payong kaibigan, Keep it up mga ser!

[@WealthArki]

thank you! please do share the learnings-and our videos, too!

[@pilipinoako6956]

Salamat Mga sir ang dami naming natutunan. 😊

[@miechelleromualdo963]

Paano po ba makipag communicate sa land bank para sa uitf

[@janelledaniel3558]

Thankful for these videos! Very helpful for beginners like me. Thank you so much.

[@HelloKatty24]

i have watched a lot of you tuber who couches financial literacy and i am so glad that i found this channel ..kasi napacomprehensive ng explanation ninyo and easy to understand dahil more tagalog kayu.this is what i need, Thank you sa inyung dalawa..Slowly na nauunawaan ko na kung paano mag invest dahil matagal ko ng gustung mag invest pero hinde ko alam kung paano mag umpisa..i need your advice, if meron ako now 200 k san ko dapat iinvest?

[@WealthArki]

Thank you. Please do share the learnings--and our videos, too

[@venderitso1929]

Slamat may mga instrumintong bagay na mga ganito kahit paano kaming mga ultimo lang na tao ay matatawag ng shareholder hahahahaha sosyal dba salamat mga kabayan godbless u po mabuhay kau nakakatulong ang pagblog nio..... Dagdag kaalaman sayang lang kabayan di ako makapag registered kc antayin kupa ang kuntrata ko matapos bago ako makapag registered dyan sa pinas gigil na akong makapag apply.

[@WealthArki]

Bingol Vertical welcome! we have other videos, too, so please do browse our playlist to know more. thanks!

[@desertangel6400]

New subscriber here... I know nothing about investment... Napakalaking tulong po ang mga videos nyu para sakin.. Thank you.

[@WealthArki]

Thank you. Please do explore our other videos, too.

[@MarkAnthonyBajado-e3s]

Thoughts on BDO Money Market Fund?

[@simplyroshie]

very informative po. salamat!

[@UnKnown-oq7rd]

Nag iinterest din ba annually yong uitf/mutual or naka base lang tagala sya sa NAVPS/NAVPU? may bakal kasi ako kumuha ng equity fund.

[@melchordelosreyes5331]

I subscribed in BPI high dividend equity fund 4 years ago. EIP monthly. Presently .28% lang tinaas ng value nya. 5 years lang ang target period ko. Luging lugi eh.

[@AlexisFloresFilms]

Melchor delos Reyes true! same nag start ako 4 yrs afo sa high div nila, talo pa ko ng 2k haha! pag nabalik nla 2k ko, llipat ko muna sa short term fund

[@gamehighlights101]

you should invest on BPI UITF that track the S&P 500 you won't regret it

[@ragingbull566]

Hi Sir. Tanong ko po nali-liquidate din po ba investment sa uitf

[@mathchewtv8389]

Thank you sa video I recommend din po na mag podcast kayo :) kasi your so fun to listen nmn po ahehehe

[@WealthArki]

Matthew Concubierta thank you for your feedback. You can play us in the background, tho-no need to watch us.👍

[@seistyxgaming5365]

Bagong subscriber po mga sir, nagiisip po ksi ako maginvest sa uitf ksama napo research para magkaroon po ako ng karagdagang asset in the future salamat po at nabigyan nyo ako ng idea sa panonood po sainyo at klarong pagpapaliwanag isa po akong OFW. Mabuhay po kau!

[@WealthArki]

salamat!

[@elizabethordonez4005]

Good morning ... Ng ivest po ako s uitf.. Safe po b un.?

[@ShieAntipasado]

Ok lang ba ang pnb dividend uitf sir?

[@versia2097]

Paano ko malaman ang NAVPU that day?

[@11xah]

ENjoy na, natututo pa :) thanks po :)

[@virgilioignacio3107]

WOW nice explanation , but how to monitor my acct for investment

[@WealthArki]

If you have an online account or if the financial institution has an app you can monitor your investments there. Thanks!

[@itsyourboyyeahmen9895]

Good day po sainyo. Tanong lang po for example po Yung NAVPU is 1pesos per unit nag invest po ako ng 10k and then after 3yrs yung price ng NAVPU is ganun parin po 1pesos per unit bale 10k parin po yung pera ko? Thanks and keep safe parin po sainyo😇

[@charlesteng171]

Para sa future reader: Uu. Ibig sabihin di ka kumita after 3 years.

[@simonvalenciano6554]

ok po ang UITF. Nag invest po ako sa Metrobank & satisfied po ako sa result. Meron po ako share sa PETRON. Paano ko po mailipat sa Metrofund? Thanks po

[@gamehighlights101]

The best UITF that the local bank offer nowadays is the one that tracks the S&P500

[@camillesanpascual5138]

Ano po yung settlement date. Pag nag invest pwede mo siya iwithdraw?

[@stemstudentph9246]

Saan po makita yung 50php na min investment?

[@marlonturingan6133]

Sana sa Mutual Fund naman i discuss yung mga risk factor , para aware ang investors like me.... Salamat

[@WealthArki]

Marlon Turingan sure! Please continue to subscribe to our channel so you’ll know when it’s up!

[@sofhiacolleeninductivo9931]

hello po. may i ask lang po if same lang po ba ang trust fund a uitf? for school purpose lang since nalilito po ako kung may difference po ba yug dalawa. thanks in advance :)

[@iloveawesome17]

This was very helpful! Thank you very much!!! 💜😊

[@ghinbermaemaramot6601]

Mga Sir ‘s magtanong lng po q May invest po ng pinsan ko sa axa since 2012 good for 5 years so nakapaghulog po ng 180 k nag ask last month kung May kinita na knyang pera ay wala po kinita kundi nabawasan po ng 50 k Saan po pumunta po un 50 k Anong nangyari po doon thanks po

[@jmovllj8544]

Thanks WealthArki! I love all your video contents. It helps us build a good foundation in finances. Keep creating contents like this! :)

[@averyroman4504]

i guess Im randomly asking but does any of you know a trick to get back into an Instagram account?? I was dumb forgot my account password. I would appreciate any help you can give me

[@ashleeamisali5099]

Thank you for this video, may I ask po un pera po bang ininvest ntn my tendency na bumaba or di mgbbgo? Bale sa income lng po ba pabago2?

[@markyman2000]

Ff

[@donn319]

Hi! Interested in buy index funds! I keep reading that past performance should not be the basis when buying such funds and instead look at management fees. How true is this? And any recommendations on what index funds to get? I'm planning to hold it for a least 5-7 yrs. Thank you sirs

[@WealthArki]

An investment horizon of 5-7 years is considered medium-term so the prudent vehicle to invest there is with a balanced fund. but if you do want an index fund, they are practically all the same. just get one that is most convenient for you to open and transact.

[@carlosrepolidon]

Okay for investment .Thanks Carlos j Repolidon

[@splashdrone392]

I dont have insurance yet, is it needed before investing to any kinds of funds like UITF?

[@WealthArki]

Hi splash it’s not a requirement but it will be beneficial if you have one. For a video reference you can check out our video kzbin.info/www/bejne/bafaZoycerx5qtU you may also watch this vid of ours: kzbin.info/www/bejne/r6u9c3x4r9SAjqs&lc=Ugxc3Z3gKBygaO5c4ot4AaABAg thanks!

[@emelitaochoa8652]

Pano ako puedeng mag investment sa stock market at mag kano po halaga para makasali sa stock market

[@WealthArki]

There are minimum amounts for this, but with a mutual fund or UITF, you can start for P5k only.

[@greatlife6846]

Gentlemen, do u have ur own books that i needed to buy? I like ur conversation. Sana mapag sama po ang mga great ideas nyo...i really like it!

[@WealthArki]

yes, we do have. please do visit our website, wealtharki.com for more info. thanks!

[@DozoROON]

Hi mga sir, Bka pwede na bang mag open ng UITF ngayon? as this moment pababa ng index natin. salamat po

[@WealthArki]

it would depend on the kind of UITF that you plan to open: if it is a money market, bond, balanced or equity UITF

[@DozoROON]

@@WealthArki sarap po ng high risk, i go for equity fund. Salamat po sir

[@WealthArki]

@@DozoROON it would depend on your financial goal, risk structure, as well as cash flow among other factors as well. please do set an appointment with us and we can have a professional consultation, giving you more accurate recommendations. our professional fee is at P1.5k per hour. you may email us [e-mail] in this regard. thanks!

[@janniemae01]

Sir kung pang long term ang goal ng investment like for retirement e-invest sya for high risk diba so what if 5years to reach 60yo nlng do i need to redeem the investment and transfer into conservative ?

[@WealthArki]

that would be a prudent strategy to reduce the risk on your portfolio. but it you should also look into leaving some in your stock portfolio as retirement is still a long-term proposition. we can actually help you in designing a retirement funding plan (how much to invest and where) as part of our services. please do email us [e-mail] if you are interested. thanks!

[@johnlegspire9014]

Grabi talaga ng comersyal niyo dami

[@jefrenmartin]

Dun sa index fund, hindi ba mas maganda nalang kopyahin nalang yung pick nilang stocks gaya ng bdo index fund?

[@WealthArki]

Zach Kyrone yes, but it would take you more money. buying PLDT alone, for instance, would take you around 10k-15k--and that is just PLDT. remember that there are around 30 stocks in the index so just imagine the total money you would have to put up just to copy it. in contrast, going by a UITF or mutual fund, you can already buy all the 30+ stocks for as little as P1k.

[@jetrastv9315]

Very informative

[@mackyloumontero34]

Thanks Sirs, Very informative for us na mga newbie palang sa ganitong investment. Ask ko lang about sa trust fee.,what if nairedempt ko nang walang pang isang taon like this fund bpi philippine equity index fund. May hidden fee paba aside sa trust fee and what if beyond 1 year bago iredempt?

[@WealthArki]

Mackylou Montero there is none alrady. and the trust fee is included in the price already.

[@jillreyes2464]

HELLO Sir ano pong Bank magandang maginvest ng IUTF?

[@WealthArki]

Hi Jill, for beginners the best one is the bank closest to your proximity.

[@johnnypreysler4914]

Mga sir question with regards to NAVPU, given the current COVID-19 pandemic I noticed that the NAVPU of my prospected bank went down by 20% does that mean it's the best time to open a UITF? I am coming from your statement, the results of NAVPU is based on past performance. just want to give an example: if NAVPU last 2018 was 100 pesos and now it's 80 pesos, does that mean better talaga mag invest sa UITF ngayon? is it safe to assume na magboubounce back yung NAVPU amount from 2018?

[@WealthArki]

to answer that question, you might want to watch this video of ours: kzbin.info/www/bejne/o4qrYqmGrdqKhck thanks!

[@libertydocot6268]

Hello po.. interested po ako to invest sa UITF but wala po akong PH account and zero ang kasalanan tru investing. Ano po bang magandang gawin. Maraming salamat po.

[@WealthArki]

you can consider mutual funds in this regard. you may look into platforms in the Philippines like COL Financial and First Metro Sec where you can buy them. To know more about mutual funds, watch the vids on our playlist. Thanks!

[@citaroxas8120]

saan po mag aply ng uitf tnx po

[@laagankaayo]

Thanks for this!!! ❤️

[@maycasiguran7645]

Good day, ask ko Lang kung anong book not tungkol sa UITF.

[@WealthArki]

may casiguran there are many. Pleasedo visit your local bookstore. thanks!

[@brianvillena4019]

Hi po! Pano na compute yung 14.87 %. Ano po formula ng Cagr? Salamat

[@WealthArki]

That would be [(Final Value/Initial Value)^1/T] - 1 Where T is the number of years.

[@jennyreyes999]

Sir,since pumasok k b ng uitf investment maari k nbg makakuha ng itr just in case u need it for requirements

[@WealthArki]

we are not sure what itr means

[@tsitnedance]

@@WealthArki income tax return??

[@WealthArki]

@@tsitnedance it is you who will file your ITR or thru your employer.

[@whenjchannel2543]

For students na newbies po na may 5k, saan po pwedeng invest under UITF po?

[@WealthArki]

Hi Whenj you can always check with the nearest bank in your neighborhood. :)

[@janetorculas9436]

hi ask ko lang pra po sa inyo anong bank ang best pra makapag open ng uitf? thank you po sana mg reply po kau

[@WealthArki]

You can go with the bank that is most convenient for you, in this regard. If your choices are all equally convenient, you can then have performance as a deciding factor. Thanks!

[@icesummer1725]

Sana diniscuss din un mga fees and expenses

[@WealthArki]

Lin Dan we have discussed the pertinent fee in the video. Apart from that, there is none for UITFs. Thanks!

[@rolandojisonjr1125]

I want to join Pru Life as a Financial Consultant, is this a good decision? Thanks for the tips.

[@WealthArki]

It will depend on your purpose. :)

[@rolandojisonjr1125]

@@WealthArki thanks for the response. I think I will push through with joining Pru because of their Company values and work ethics. God bless.

[@jasonclarkcarbon5456]

Gusto ko po mag invest ngayong napanood ku na vids nyu, pero i have a question po, anu po mangya2ri sa investment ko if ever na malugi ung nag investan? Is there any insurance for my investment?

[@WealthArki]

You will only realize your losses once you sell; otherwise, you can just wait for the price to recover. As it is not a deposit product, UITFs do not have insurances. Thanks!

[@cristinanocomora8295]

@wealth arki nag invst po aq s bdo uitf pnu po mccheck kung nagogrow n pera q?

[@WealthArki]

they should be able to send you regular statements, aside from their online platform. best to ask BDO on the available ways to do this. thanks!

[@normanfunilasquirante4215]

Mag invest example po ng 1M sa UITF sa security bank tapos settlement date 3days magkano po kaya kikitain ng 1M?me posibilidad ba nayung 1M natalo at naging 500k nalang pero pag UITF sigurado po na merong kikitain example po ba 1M pwede kumita ng 1k pesos in 3days? O kaya 100k in 3days? Kase si fund manager nagmamaniobra ng pera me posibilidad ba na itakbo ni fund manager Ang pera nag estafa

[@WealthArki]

That would depend on the following factors: which UITF you invested, the market movement, and the UITF's fee structure. AS UITFs are unitized pools of investment with daily valuation, coupled with bank's strict internal controls, the fund manager cannot run away with the money.

[@allenflores166]

if i invest 20k , anong classification fund or product fund maganda ilagay? Thank you po😘

[@WealthArki]

here's our vid on that: kzbin.info/www/bejne/h3_CiXZoi8x-mdU thanks!

[@ruelfernando4722]

Hello. Anu po yung term na "tsupit"

[@WealthArki]

ruel fernando hi-frequency day trading.

[@jovelynbaldomaro9877]

Is UTIF same with Time deposit?

[@WealthArki]

Jovelyn Baldomaro here’s our vid to answer that: kzbin.info/www/bejne/fXaqZmx_haufaq8 Thanks!

[@edsgab]

Okay Lang po ba to invest once not monthly in uitf???

[@WealthArki]

That depends on how much you are targetting, and your resources on hand. For more details, please see our vid on that: kzbin.info/www/bejne/maTTpqVqnNONn9U Thanks!

[@loveexplorer1070]

Hi po mga sir,naghahanap po tlga akong pag iinvesan ng pera ko,napanood kopo yung vdeo nyo sa mutual fund 2017,then ito nga pong bago nyo vdeo sa UITF..mejo naguguluhan po ako kung saan po ba best mg invest sa mutual fund or uitf? Or pwd po bang sabay na mginvest sa dalawa po?

[@WealthArki]

Puwede namang sabay. But we have to really match it with your financial goals. Hindi pwede ''yung invest lang ng invest. We can help you decide. Just message us in our FB page or email us, [e-mail]. Thanks!

[@loveexplorer1070]

Goal ko po for 1 to 3 yrs with starting capital of 20 to 30k po sir pahelp nmn po kung saan ko po pwd ilagay ang pera ko na safe sya walang lugi pero kumikita din and nalalabanan ang inflation po.. newbie lang po ako sa ganitong investment..dko po alam san mganda ilagak ang naipon ko po.tbanks in advance for your responce sa tanong ko mga sir.God bless.

[@WealthArki]

we can definitely help you with that ass part of our services. we do have a consultation fee that covers research and recommendation where best to invest given your goals. please do email us admin@@wealtharki.com or message us in our FB page if you want us to be of service. thanks!

[@siiryan9184]

Very informative and entertaining!

[@meahr4654]

Hi 👋 Mr. Villafuerte IMG member ako since 2014 pa, sa blog mo na nabasa ko andaming benifits nito. Pero ni isa wala pa akong na avail diyan? Paano po ba ma avail yong benefits nun? Hanggang Kaiser lang ako 😬 yong hindi ko kilala kung sino nag recruit sakin basta lang ako nagbayad ng 3k+ na membership and nag fill up ng kaiser.

[@virgietirante7797]

Meah R ask mo ang nagrecruit sa iyo. Kasi this year 2020 pag nag member ka sa IMG automatic na 1k mo sa mutual fund na soldivo fund na sya. Alamin mo yung agent code Nya.

[@meahr4654]

Virgie Tirante nakalimutan ko actually kung sinog nag recruit sakin kasi parang na on the spot ako after the seminar eh... basta lang ako nag fill up at nagbayad. Yong problema ko pa ngayon is dahil sa pandemic kaiser ko hindi ko na mabayaran, sayang kasi next year eh tapos na sana ako. Hindi man lang sila ma contact sa kanilang office walang sumasagot

[@virgietirante7797]

Nasa portal mo po

[@ncarlo3217]

Kung nakapag hulog na po example 10k sa unang month then 2nd month 10k then sa 3rd month wala kang top up meron po ba nun penalty pag hindi tuloy tuloy yung top up? Thanks in advance sa sagot po ninyo. Informative po lahat videos ninyo. More videos.

[@WealthArki]

Carlo Nabanalan no penalty. that is the beauty of UITFs and mutual funds--you invest when it is convenient for your cash flow

[@lsdimagiba]

Boss if ang NAVpU nung nag start ka mag invest is 125 then gust mo mag add after 1 or 2 years. Saan i-base ang NAVpU sa original na bili mo na 125 or sa current value?

[@WealthArki]

on the price on that day.

[@lsdimagiba]

Wealth Arki pano malalaman ang total value ng units? One from the original value bought. Then from the second tapos i-add na lang?

[@WealthArki]

Siul Abigamid you can request for a statement that would show your investment cost and market value. Thanks!

[@ronquinsay5942]

Pag naghahanap po ng long term investment saan maglalagay mutual fund or uitf?

[@WealthArki]

here's a video of ours to help you: kzbin.info/www/bejne/fXaqZmx_haufaq8 kzbin.info/www/bejne/h3_CiXZoi8x-mdU

[@kaybonj6769]

good day, ask ko lang po may UITF ako pero one year na at hanggang ngayun wala parin akong na withdraw na earning. Tama ba ito o may mali na sa manager na naaasikaso ng account ko?

[@WealthArki]

kyla bonjoc you realize earnings when you sell your units. Thanks!

[@kaybonj6769]

hello po, paano po ba mamonitor ang earnings through NAVPU?

[@WealthArki]

kyla bonjoc you can monitor it through an online account. Kindly contact your bank to share with you how you can monitor your investment online.

[@aymebella1966]

Congratulations sir

[@hervievalcos]

Hello. Anong klaseng endowment po ung meron kau sir? Salamat po.

[@WealthArki]

hervine valcos it's a quarterly payment one

[@hervievalcos]

Thanks sir. Anong name po nung plan?

[@WealthArki]

@@hervievalcos i got it from ayala life before and it is not already available in the market. thanks!

[@sharonsutacio8226]

Very inspiring video, can you please help me where to go If I want to buy shares from Jollibee.? Appreciate your advise.

[@WealthArki]

Sharon Garden this video of ours will help: kzbin.info/www/bejne/a6HbeZWaf6afkNU Thanks!

[@jehovahjirah]

Thank you po for sharing your knowledge..😂 di ko Lang po maxadong magets yung minimun transaction amount, kelan po dapat mag add ng amount sa investment, first investment ko po sa bdo.. thanks po

[@WealthArki]

jehovah jirah0102 minimum transaction amount is the minimum amount you need in order to add to your investment. as for when to add, you can add anytime.

[@jehovahjirah]

Wealth Arki Thank you po mga sir 👍😍

[@almaheredero6925]

Sir kong bgo kalang nag Open sa Axa pwide paba ipa cancelled ung account mo.? Mabalik paba ung 2500 na na Open mo?

[@WealthArki]

you may inquire directly with you financial advisor or AXA.

[@royalebusiness225]

ask lang po kung mag redeem po ako ,example i have 100 units, and gusto ko na mag redeem pero 50 units lang ang redeem ko pwede po ba kaya? thank u po sa sagot.

[@WealthArki]

Royale Business yes you can set the amount of units you wish to redeem.

[@royalebusiness225]

@@WealthArki may babayaran po ba na anything like taxes fees, or exit fees.?

[@WealthArki]

Royale Business there will be a holding period per UITF. If you redeem during the holding period you’ll have to pay a certain charge. Kindly check the UITF information sheet to see if there is a holding period or not.

[@WealthArki]

@@royalebusiness225 no taxes; as for exit fees, it is usually 1% of the withdrawal amount if within the holding period. thanks!

[@anthonyandaya3404]

UITF may average down din ba sa sya (like stockmarket) ? thanks

[@WealthArki]

any investment that you buy at a prevailing price per unit (or share) can be averaged down.

[@anthonyandaya3404]

planning to get a short term UITF (6 months duration), is it advisable to invest just in 6 months? Thanks

[@WealthArki]

Anthony Anthony If you need the money in six months’s time, then yes.

[@analynsaborin8429]

Ung asset master po ng axa.san nka invest mga sir?

[@WealthArki]

analyn saborin you may know more about it here: kzbin.info/www/bejne/qH64h6duo9B_nrM

[@kristinedepaz6243]

Metrobank yn

[@jhaycadenilla9993]

sir ask ko lng po sna f mgopen acct ako ng uitf start 10k mgkano nman ang amount na kylangan idagdag monthly,slamat

[@WealthArki]

this video of ours would answer your question: kzbin.info/www/bejne/maTTpqVqnNONn9U thanks!

[@dhenaaban9538]

hello po, mga sir ung uitf po ba pag hindi na nauupdate for 2 years ung kita additional ba sa principal or accumulated lang ung kita? salamatr po

[@WealthArki]

with UITF, the price of each unit increases or decreases over time, depending on the market movement. please explore our UITF Playlist to know more. thanks!

[@cristinamaurenpajes901]

Which banks usually have UITF?

[@WealthArki]

Cristina Mauren Pajes almost all major banks have.

[@ronayvangermino9422]

tanong ko lang po kung paano yung product na AXXELARATOR ng AXA? meron po ba siya kaparehas na product sa BPI OR BDO? napanood ko po kase sa isang video niyo na mas maganda mag invest sa banko kung saan depositor kana. thanks po

[@WealthArki]

Ron Ayvan Germino yes, there are similar products.

[@ronayvangermino9422]

anong product po yung kaparehas niya sa BPI or BDO? thanks

[@WealthArki]

Ron Ayvan Germino as insurance companies regularly release new product and rebrand some, just look for any peso-denominated product with a minimum of 5 years to pay.

[@jermartillano6081]

Hi sir ask k lng po halimbawa mag invest ako ng 10k sa 1st month in mutual fund kelangan po ba na monthly ako mghuhulog?

[@michikonava5658]

mga sir..good pm...ask po ako anu yung pinagkaiba ng ETF sa UITF? thank you

[@WealthArki]

Michiko Nava here’s a run thru: kzbin.info/www/bejne/fXaqZmx_haufaq8 An etf is a mutual fund that is one whose shares you can trade within the day like the stock market.

[@michaelpoblador1616]

Konting advice po balak ko po mag ipon ng college fund in 10 years time at pang down ng bahay 5 years time... Saan po maganda ilagak ang ipon salamat po in advance... Ty po sa nga nice vids...

[@WealthArki]

Michael Poblador If you would be interested, we can design an investment plan-where to invest and how much-as part of our services.

[@jakeponi112]

Ask kolang Po kung mamonitor ba ng investor ang navp bayun?

[@WealthArki]

Jake Poni yes. Apart from that, the uitf provider sends you regular statements as well, and if they have, thru their online portal. you may watch our video again to catch details that you might have missed. Thanks!

[@rizzaherradura7045]

Mga sir meron po b kau topic about uitf or mutual fund ng PNB? Dun po kc aq may account,if meron po pashare nmn po ng link, thanks po. God bless!

[@WealthArki]

Rizza Herradura hi PNB offers UITFs. We have videos in our playlist that talks about the concepts on investing in UITFs. If you have problems finding it we can give you the link. Thanks!

[@aysvasquez6241]

Ung redemption po ba meaning kukunin nio po ung earnings nio sa investment without getting the total amount of your investment?

[@WealthArki]

It means that you are redeeming a portion of the units that you have bought at the prevailing price per unit. thanks!

[@aysvasquez6241]

@@WealthArki thank u po..

[@kaybonj6769]

hi po! I am a student na naginvest sa isang feeder equity fund sa isang bank na 1 peso per unit kasi bago palang po ung product ,tama po ba choice ko aim ko kasi makaipon in a time for my study.

[@WealthArki]

Hi Kyla, kindly email us at [e-mail] so that we can schedule a consultation and give you a more accurate recommendation. Apologies for the delayed response.

[@billclintguantero5776]

Same lng po ba ang trust fee at management fee per annum?

[@WealthArki]

they usually are the same: trust fee for UITFs, management fee for mutual funds.

[@toxicgamer1857]

Sir ung 10k investment. Magkano po interest nun in 1yr

[@WealthArki]

that would really depend on which fund you are invested in. please do watch our videos on our Fund Performance playlist to give you a feel of the returns. Thanks!

[@lisagono923]

Thanks po sa inyo sir, always follow your video dito sa Hongkong, tanong ko lang po nag invest po ako sa uitf balanced fund bago ako umalis ng pinas, at dito ko na sa hk ne received yung confirmation, kaso pagka received ko ng envelope from those bank is already open na po at wala pang laman, nakaka dismaya lang po, dapat pa po ba ako mag continue? Salamat po sa reply nyo sir

[@WealthArki]

thank you for watching and following our videos. your investment is safe and could not be withdrawn except with your signature. but please do report it to your bank asap--that should not happen. all client mailers should be sealed and secured.

[@lisagono923]

Thanks po sa reply sir, sinubukan ko po kontakin yung bank ko sa pinas pero ang hirap po kumontak sa kanila, kaya hinayaan ko na lang po.

[@elizbueno5245]

@@lisagono923 Punta po kayo Kung San kayo ng open, andun po kc details ng mga npirmahan nyo, Dapat tinago nyo receipt ska yung COP(Certificate of participation) nyo. Mas maganda Kung magemail kayo sa bank, or online banking, machecheck nyo yung account nyo

[@analisao.bernardo6584]

Saan po ba iyang P50.00 na minimum investment amount? Pwede po ba ako dyan kasi po wala naman akong trabaho at scavenger po ang pinag kikitaan ko sa ngayon.. Thank you and God bless po.

[@WealthArki]

Analisa O. Bernardo ATR Asset Management via GCash. We are very happy to know that you are thinking of investing and that nothing is an obstacle in doing so.

[@nancybanaag6419]

sir ask ko lang po, possible po ba mawala o maubos ang investment sa uitf lalo sa panahon ng crisis? thanks po

[@WealthArki]

espie banaag with a UITF, you would always have your units bought with you. so it would just be a matter if the value is above or below of what you bought. think of it as you bought a land--price depends on the market but at the end of the day, you still have that land. thanks!

[@nancybanaag6419]

Wealth Arki thanks for your answer God bless po