Level up your wealth, regardless of your risk profile
ATRAM Peso Diversified Income Fund
The Fund aims to generate income that is higher than pure government bond and corporate bond funds. It does not intend to replicate the returns of any fixed income or equity benchmark, but rather focus on delivering stable income and at the same time managing NAV volatility over the investment horizon.
Our Funds
UITF
Mutual Funds
ATRAM Global Allocation Feeder Fund (PHP Unit Class)
The Fund seeks to maximize total return by investing all or substantially all of its assets in a balanced collective investment scheme that invests globally in equity, debt and short-term securities, of both corporate and government issuers.
Fund type: UITF Currency: Php
ATRAM Global Health Care Feeder Fund
The UITF Feeder Fund that seeks to achieve long-term capital appreciation by investing all or substantially all of its assets in a collective investment scheme that invests principally in equity securities of companies throughout the world that are involved in the design, manufacture, or sale of products and services used in health care, medicine, or biotechnology.
Fund type: UITF Currency: Php
ATRAM Global Infra Equity Feeder Fund
The UITF Feeder Fund that seeks to achieve long-term capital appreciation by investing all or substantially all of its assets in a collective investment scheme that invests principally in equity securities of companies engaged in the infrastructure sector worldwide.
Fund type: UITF Currency: Php
ATRAM US Multi-Asset Income Feeder Fund
The Fund aims to achieve capital appreciation by investing all or substantially all of its assets in a collective investment scheme that invests principally in equity securities of US companies believed to possess sustainable growth characteristics.
Fund type: UITF Currency: Php
ATRAM Asia Equity Opportunity Feeder Fund
The Fund seeks to achieve long-term capital growth by investing all or substantially all of its assets in a collective investment scheme that invests principally in equity securities of companies in Asia Pacific region (excluding Japan).
Fund type: UITF Currency: Php
ATRAM Global Bond Income Feeder Fund
The Fund seeks to maximize total return by investing all or substantially of its assets in a collective investment scheme that invests primarily in global debt securities.
Fund type: UITF Currency: Php
ATRAM Global Consumer Trends Feeder Fund
The Fund seeks to achieve long-term capital growth by investing all or substantially all of its assets in a collective investment scheme that invests in companies that cater to the discretionary needs of consumers.
Fund type: UITF Currency: Php
ATRAM Global Dividend Feeder Fund
The Fund seeks to achieve income and long-term capital appreciation by investing all or substantially all of its assets in a collective investment scheme that invests principally in income-producing equity securities in markets throughout the world.
Fund type: UITF Currency: Php
ATRAM Global Equity Opportunity Feeder Fund (PHP Unit Class)
The Fund seeks to achieve long-term capital appreciation by investing all or substantially all of its assets in an equity collective investment scheme that invests principally in equity securities in markets throughout the world including major markets and smaller emerging markets.
Fund type: UITF Currency: Php
ATRAM Global Financials Feeder Fund
The Fund seeks to achieve long-term capital appreciation by investing all or substantially all of its assets in an equity collective investment scheme that invests mainly in equity securities of companies predominantly involved in providing financial services.
Fund type: UITF Currency: Php
ATRAM Global Multi-Asset Income Feeder Fund (PHP Unit Class)
The Fund seeks to achieve income and long-term capital growth by investing all or substantially all of its assets in a collective investment scheme that invests primarily in global debt securities and equities.
Fund type: UITF Currency: Php
ATRAM Global Technology Feeder Fund
The Fund seeks to achieve income and long-term capital growth by investing all or substantially all of its assets in a collective investment scheme that invests primarily in global debt securities and equities.
Fund type: UITF Currency: Php
ATRAM Total Return Peso Bond Fund
The objective of the fund is to maximize total return of a fixed-income portfolio, that is, to achieve capital gains while maintaining a level of current income consistent with the maintenance of principal and meeting of liquidity requirements.
Fund type: UITF Currency: Php
ATRAM Peso Money Market Fund
The objective of the Fund is to maximize income and achieve higher returns compared to regular bank deposits while preserving capital by investing in a portfolio of very liquid, fixed income instruments and maintaining an average portfolio duration of 1 year or less.
Fund type: UITF Currency: Php
ATRAM Philippine Equity Smart Index Fund
The Fund is designed to generate excess returns compared to its benchmark through an enhanced index approach, combining the elements of passive and active management.
Fund type: UITF Currency: Php
ATRAM Philippine Sustainable Development and Growth Fund (A Unit Class)
The Fund aims to achieve capital growth by investing locally in equities of companies whose products and services are considered by the investment manager as contributing to positive environmental or social change, thereby making an impact on the sustainable development and growth of the economy. The investment minimum for the A Unit Class is PHP 1,000.
Fund type: UITF Currency: Php
ATRAM Asian Multi-Asset Income Feeder Fund
The Fund seeks to achieve capital growth and income over the medium to longer term by investing all or substantially all its assets in a collective investment scheme that invests primarily in Asian fixed income securities and Asian equities (including real estate investment trusts).
Fund type: UITF Currency: Php
ATRAM Peso Diversified Income Fund
The Fund aims to generate income that is higher than pure government bond and corporate bond funds. It does not intend to replicate the returns of any fixed income or equity benchmark, but rather focus on delivering stable income and at the same time managing NAV volatility over the investment horizon.
Fund type: UITF Currency: Php
Copyright @ 2022, ATRAM. All rights reserved.
Copyright @ 2022, ATRAM. All rights reserved.