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

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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?

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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.

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

  1. 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

    • 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.

  3. 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 🙂

    • 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.

  4. 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.

  5. 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!

    • 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 🙂

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