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?

About Fehl Dungo

Licensed Career Service Professional, trusted Fund Manager, Founder of Philpad and published author of poetry book at Barnes&Noble.

44 thoughts on “COL Financial to serve Mutual Funds of Sun Life, Philam, ATRKE, ALFM”

  1. hi! pagnag-open po ba ng account sa COL may requirement po ba na ADB? kailangan po ba every month mong efund yong acccount mo? magkano yong minimum funding po nito every month?

    Reply
  2. Ang mutual funds po ba required na magbuy every month? or kung kelan mo lang gusting bumili ng fund.

    Magkano po ba minimum ang pwedeng ibili ng fund?

    Reply
  3. Hello po,
    Magandang hapon.

    Tanong ko lang po. Ok lang po ba na dalawa ung MF sa portfolio? parehas naman po silang Equity Fund (Phil at Sun Life)… require din po ba dapat monthly rin silang nilalagyan ng fund o pwedeng salitan monthly ung funding sa dalawang MF? o kaya naman po maintain ko nalang ung isa (Philequity Fund-naka 6 months na rin po ako rito) then ung isa (Sunlife Prosperity) sell ko nalang po kasi one time lang naman akong bumili ng share d2? Patulong naman po. Maraming salamat po.

    Reply
    • Good day, well kung gusto nyo po ikaw nag mag monitor ng stocks/portfolio mo, better choose COL financial. Pero kung wala po kayu time mag monitor ng stocks nyo, better choose Mutal Fund at bahala napo ang fund manager sa pera ni iinvest nyo.

      sana makatulong..

      Reply
  4. Fehl, you’re a big help to newbies like me. You give your answers directly and give advice pa. I have one question Fehl, what’s the difference if I invest directly on philequity than investing for philequity via col?

    I hope you would reply

    thanks

    Reply
    • Hi, thank you. The differences I can say are accessibility and monitoring of funds. For me it’s easier with COL because all my money for MF and stocks are there already so it’s easier to check my MF and stocks portfolio at the same time and investing without funding more accounts

      Reply
  5. It is still better to invest in mutual funds via a Certified Investment Solicitor (CIS), which are licensed and certified by the Securities and Exchange Commission. CIS people are the experts in mutual funds as they have undergone tedious training and can explain to investors each investment vehicle as well as its risks. Also, investment purchases and redemptions are more personal and can guide you in the entire process. With regards to monitoring your investment, in addition to having a CIS by your side, you can also track your the growth of investments through the investment company’s portal like that of Philam Asset Management’s and Sun Life Asset Management’s.

    Reply
  6. Hi maam. Advantag niya yung walang sales load. Ano kaya disadvantage kapag pinadaan sa COL ang mutual fund? Thanks po

    Reply
  7. Hi Fehl, does all COL account holders, regardless of what account type, are automatically eligible to buy this mutual funds via COL?

    Reply
  8. Hi Fehl,

    Good Day!

    Im interested to invest in stock market thru COL Financial. What are the requirements to open an account. And upon completion of the requirements, can I just send my docs via LBC or 2go? Thanks po. =D

    Reply
  9. a pleasant evening to you Ms. Marifel. I have questions here, does investing in mutual fund through a distributor has the same amount of sales load (or other charges) as investing it directly to a particular mutual fund company? ahm… as you said earlier that by now COL Financial is not yet serving MF, but I think this would come very soon, so let us just assume. Probably, Which of these will give more ‘net earnings’ for me as an investor – Investing 25K in lump sum to mutual fund of Sunlife through the service of COL Financial for 5 years? or investing it directly to Sunlife? assuming that both of which has the same purchase date and the same redemption date?… By the way I am very thankful to you by posting a very useful information to us, you really inspires us all! God would surely bless you Ms. Fehl.. May all the love & goodness in life be with you always.

    Reply
    • Hi. I think they won’t put the additional burden (fees/load) on the client by COL coz it’s not a great marketing strategy if they did that. Maybe what would COL do is between the MF companies and them perhaps getting commission but never putting additional burden to clients. That is only my opinion. Let us wait and see about that. 🙂

      Reply
      • ok, thnx.. How about the Western Union’s Ebiz, I think they are the Philequity’s MF distributor, I’m not sure ’bout that but pls. correct me if I’m wrong.. did the Western Union, will charge a fee to the client in distributing Philequity’s MF?

        Reply
  10. Puwede ba na 2 account iopen sa PEFI? Ok kase yung sa col na mutual fund. Wala daw sales load yun? kakaopen ko lang ng pefi oct last year,

    Reply
  11. Hi MS Fehl,

    i have been following your finance posts and really learning from them. WOuld you mind if if I ask questions?

    How would you know if this current time is a good time to invest in buying stocks or not? I mean. do you really need to know our major economy status before you actually invest on Mutual funds?

    Im meeting a Sunlife agent to ask more about them and hopefully understand their products and services more. Thank you in advace

    Reply
    • If you’re into stocks, yes you need to buy plenty when the market is down coz that’s when the prices of stocks fall and you can gain from it than buying on a normal day. But if you’re into investing periodically, it’s ok to buy anytime as long as you do it periodically and you don’t stop. It applies PCA method.

      Reply
  12. Hi Ms Fehl.

    This is good news indeed. One question though.

    Would existing account holders of the said MF be able to access their portfolio via COL once this happens? Or only those who will be opening new accounts via COL?

    Thanks 🙂

    Reply
    • Hi Carl. COL Financial hasn’t launched any MF yet so far (as I write this comment).

      With your next question, I think the ones who opened MF via COL would have access.

      Reply
  13. More options will always be better for everyone. COLfinancial will be a one stop shop for Stocks and Mutual fund investors. Hope they could start soon.

    Reply
  14. hi Fehl

    Question i’m planning to invest my extra cash in the mutual funds. Well, Most of the mutual fund’s minimum starting investment is 5,000 php. In Sun life, they have equity fund for 5000php and 1k for minimum add.

    Now, the question is, is the pesos cost averaging method still applies to this? or is it safe? knowing i will continue to put funds into this every month. If not, i’m thinking to go more than 5000php at the start of investment so there is a ‘safetynet’ whether the equity on MF goes up or down. (I think i just assume the “Safety net” so my investment is safe.)

    Thank you!

    Reply
    • Hi Yce 🙂 Yes, if you are investing regularly, the averaging method applies. There is never a safe investment but I’m pretty confident with a company like Sun Life in terms of Mutual Funds. If you’re investing for 5 years or so, I think there is nothing to worry too much. Long term is the safety net if that’s what you ask me 🙂

      Reply
      • Hi Fehl

        I selected 2 mutual fund under Col Financial, first XPAMI & XPAIF. My question is under XPAMI, i dont understand the shares numbers 6,935 & market value Php8,274.84. When to sell & how to sell.

        Hoping for your assistance.

        JOY

        Reply

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