Mutual Fund Company Roundup 4

Here's the fourth installment in the mutual fund company series. Today's featured company is ATR KimEng.

ATR KimEng.

Fund types offered:

Bond Fund

 

Equity Fund

 

Balanced Fund

 

Money Market Fund

 

Asian Equity Fund (dollar denominated)

 

 

Minimum initial investment:

P5000 for Equity, Balanced and Money Market fund (exclusive of sales charge)

 

$2,000 for Asia Equity fund (exclusive of sales charge)

 

 

Minimum subsequent investment:

P1000 for Equity, Balanced and Money Market fund (exclusive of sales charge)

 

$500 for Asian Equity fund (exclusive of sales charge)

 

 

Front-end Sales load:

Up to 2% for Balanced and Equity fund

 

0% for Money Market fund

 

Back-end Sales load:

Up to 2% for Balanced and Equity fund

 

Annual Fee

2%

 

 

Website:

ATR KimEng

E-mail:

ird@atram.com.ph

Phone Number:

8481381

Mutual Fund Company Roundup 1: Sunlife and FAMI
Mutual Fund Company Roundup 2: Philam
Mutual Fund Company Roundup 3: Philequity