FundsMart Summer Promo 2019

Mar 28, 2019

2019 FUNDSMART SUMMER PROMO

Subscribe to any eligible FundsMart fund for as lows as Php 5,000
to get the chance to win an exclusive FundsMart Kit OR one of six (6) grand prizes! Every Php 5,000 subscription gets you one raffle ticket (Php 50k subscription = 10 raffle tickets). The higher your subscription/s over the promo period, the more chances of winning!
Promo runs from April 1 to June 30, 2019. 

This promo is in collaboration with our FundsMart partners, ALFM Mutual Funds (ALFM), ATR Asset Management (ATRAM), First Metro Asset Management (FAMI), Philam Asset Management (PAMI), Philequity Management, Inc. (PEMI), and Sun Life Asset Management, Inc. (SLAMCI).  



*Terms and Conditions Apply

ELIGIBLE ALFM FUNDS

 ALFM Funds Type Risk Rating NAVPs
(as of March 31, 2019)
YTD Return
(as of March 31, 2019)
3-Year Return
(as of March 31, 2019)
ALFM PH Stock Index Fund Equity High 881 6.34% 8.37%
ALFM Growth Fund Equity High 265.16 5.13% 4.11%
ALFM Money Market Fund Money Market Low 122.21 1.13% 6.57%
ALFM Peso Bond Fund Bond Low 347.08 1.08% 6.50%

ELIGIBLE ATRAM FUNDS
ATRAM Funds Type Risk Rating NAVPs
(as of March 31, 2019)
YTD Return
(as of March 31, 2019)
3-Year Return
(as of March 31, 2019)
ATRAM Alpha Opportunity Fund Equity High 1.6175 12.24% 36.13%
ATRAM PH Equity Opportunity Fund Equity High 4.1202 5.55% 5.45%
ATRAM Philippine Balanced Fund Balanced Mid 2.3229 5.14% 4.44%
ATRAM Dynamic Allocation Fund Balanced Mid 1.7289 4.68% 0.81%
ATRAM Corporate Bond Fund Bond Low 1.8766 0.95% -1.77%

ELIGIBLE FAMI FUNDS
FAMI Funds Type Risk Rating NAVPs
(as of March 31, 2019)
YTD Return
(as of March 31, 2019)
3-Year Return
(as of March 31, 2019)
First Metro Consumer Fund Equity High 0.8699 5.98% -
First Metro Save and Learn Equity Fund Equity High 5.5048 4.42% 4.89%
First Metro Save and Learn Balanced Fund Balanced Mid 2.6554 4.38% -0.87%
First Metro Save and Learn Fixed Income Bond Low 2.2728 2.89% 2.14%
First Metro Save and Learn Money Market Fund Money Market Low 1.0062 0.94% -

ELIGIBLE PAMI FUNDS
PAMI Funds Type Risk Rating NAVPs
(as of March 31, 2019)
YTD Return
(as of March 31, 2019)
3-Year Return
(as of March 31, 2019)
Philam Strategic Growth Fund Equity High 545.95 6.04% 3.75%
Philam Equity Index Fund Equity High 52.1425 5.93% 6.48%
Philam Fund Balanced Mid 16.6548 4.68% 1.28%
PAMI Horizon Fund Balanced Mid 3.6826 4.19% 0.51%
Philam Bond Fund Bond Low 4.0373 2.99% -0.11%
Philam Managed Income Fund Money Market Low 1.1941 1.08% 3.14%

ELIGIBLE PEMI FUNDS
PEMI Funds Type Risk Rating NAVPs
(as of March 31, 2019)
YTD Return
(as of March 31, 2019)
3-Year Return
(as of March 31, 2019)
Philequity MSCI PH Index Fund Equity High 1.0417 4.17% -
Philequity Peso Bond Fund Bond Low 3.606 2.53% 4.80%

ELIGIBLE SLAMCI FUNDS
SLAMCI Funds Type Risk Rating NAVPs
(as of March 31, 2019)
YTD Return
(as of March 31, 2019)
3-Year Return
(as of March 31, 2019)
Sun Life Prosperity PH Equity Fund Equity High 4.3372 6.84% 9.87%
Sun Life Prosperity PH Stock Index Fund Equity High 1.013 6.14% 8.38%
Sun Life Prosperity Balanced Fund Balanced Mid 3.8611 5.73% 5.00%
Sun Life Prosperity Bond Fund Bond Low 2.8878 4.43% 5.76%
Sun Life Prosperity GS Fund Bond Low 1.6056 4.29% 3.82%

*TERMS AND CONDITIONS:
  • Every Php 5,000 subscription to any eligible fund through FundsMart gives you one raffle ticket (Php 50k subscription = 10 tickets)
  • 3 winners of an exclusive FundsMart Kit per fund (ALFM, ATR, FAMI, PAMI, PEMI, SLAMCI)  will be given to the winning raffle ticket numbers (total of 18 winners per month)
  • 6 grand prize winners will be announced on July 5, 2019
  • The higher your subscription/s, the more chances of winning
  • Previous raffle ticket numbers drawn will no longer be eligible for other prizes.
  • Corresponding prizes are based on subscribed fund
  • E-mail your proof of subscription to events@firstmetrosec.com.ph to receive your e-ticket number/s.