Does GFunds have a minimum maintaining balance to keep funds?
There is no maximum limit to the amount you can buy or sell in GFunds. There is also no minimum holding period for investments in GFunds.
However, there is a minimum maintaining balance to keep owning a fund for your GFunds below:
Fund Name | Minimum Maintaining Balance |
ATRAM Peso Money Market Fund | PHP 1 |
ATRAM Total Return Peso Bond Fund | PHP 1 |
ATRAM Philippine Equity Smart Index Fund | PHP 1 |
ATRAM Philippine Sustainable Development and Growth Fund | PHP 1 |
Philippine Stock Index Fund | PHP 1 |
ALFM Global Multi-Asset Income Fund | PHP 500 |
ATRAM Global Technology Feeder Fund | PHP 500 |
ATRAM Global Consumer Trends Feeder Fund | PHP 500 |
ATRAM Global Equity Opportunity Fund | PHP 500 |
ATRAM Global Health Care Fund | PHP 500 |
ATRAM Global Infra Equity Fund | PHP 500 |
Initial minimum top up (first Buy Order)
Local
ATRAM | PHP 50 |
BPI | PHP 50 |
Global
ATRAM | PHP 1,000 |
BPI | PHP 1,000 |
Succeeding minimum top ups
Local
ATRAM | PHP 50 |
BPI | PHP 1 |
Global
ATRAM | PHP 500 |
BPI | PHP 1 |
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