COL Financial to serve Mutual Funds of Sun Life, Philam, ATRKE, ALFM

COL Financial, the number one online stockbroker, has officially announced they will soon distribute and serve mutual funds of Sun Life Asset Management Co., Philam Asset Management Inc. (PAMI), ATR Kim Eng (ATRKE), First Metro Asset Management and BPI’s ALFM through COL Fund Source. They will serve 24 well-known mutual funds in the country.

We have confirmed this info via COL Financial’s tweet:

I’m honestly excited about this partnership because we can all open and invest mutual funds while investing in the stock market using COL. It is very convenient to see our stocks portfolio + mutual funds portfolio in one account.

I know you would wonder about the fees involved here but COL has mentioned,

“All funds available in COL Fund Source have zero front-end fees. For a minimum affordable investment of Php 5000, you can start to invest and build genuine wealth.”

photo credit: Garfield Anderssen Flickr
photo credit: Garfield Anderssen Flickr

Among the Mutual Fund investments mentioned:

Philequity Mutual Funds

  • Philequity Fund
  • Philequity PSE Index Fund
  • Philequity Dividend Yield Fund
  • Philequity Peso Bond Fund
  • Philequity Dollar Income Fund

Sun Life Mutual Funds

  • Sun Life of Canada Prosperity Bond Fund
  • Sun Life of Canada Prosperity Balanced Fund
  • Sun Life of Canada Prosperity Philippine Equity Fund
  • Sun Life Prosperity Dollar Advantage Fund
  • Sun Life Prosperity Money Market Fund
  • Sun Life Prosperity Dollar Abundance Fund
  • Sun Life Property GS Fund

Philam Asset Management, Inc.

  • Philam Bond Fund
  • Philam Dollar Bond Fund
  • Philam Managed Income Fund
  • Philam Fund
  • PAMI Horizon Fund
  • Philam Strategic Growth Fund
  • PAMI Global Bond Fund
  • NCM Mutual Fund of the Phil.
  • PAMI Asia Balanced Fund

ATR Kim Eng Mutual Funds

  • ATRKE Equity Opportunity Fund
  • ATRKE Philippine Balanced Fund
  • ATRKE Alpha Opportunity Fund

BPI’s ALFM Mutual Funds

  • ALFM Peso Bond Fund
  • ALFM Dollar Bond Fund
  • ALFM Euro Bond Fund
  • ALFM Money Market Fund
  • ALFM Growth Fund
  • Philippine Stock Index Fund

So what do you think? Are you in favor of having these mutual funds available in COL? Or do you prefer investing from the Mutual Fund companies directly?

Fehl is the founder of Philpad and has been writing online for 12 years. She has a bachelor's degree in Accountancy and a background in Finance. She is a licensed Career Service Professional and author of a poetry book at Barnes & Noble. In her spare time, she likes to travel and discover new places.

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