RETAIL INVESTMENT | Cesar Tordesillas, Philippines

China Bank launches new Unit Investment Trust Fund

China Bank launched its latest peso-denominated Unit Investment Trust Fund offering.


Called the China Bank Balanced Fund, it maintains a prudent mix of choice equities and high-grade fixed income securities to provide competitive returns. The Fund is professionally managed by China Bank Trust Group which employs quantitative tools and fundamental analysis to identify opportunities and manage risk.

“The China Bank Balanced Fund offers investors the opportunity for higher earnings potential as the Fund will be  invested in a diversified portfolio of blue chip stocks and fixed income securities issued by the Philippine government and prime local corporations. This diversification is vital in reducing risks while optimizing potential for portfolio returns,” said First Vice President Rene J. Sarmiento, Head of China Bank’s Trust Group.

The China Bank Balanced Fund is aimed at investors with an aggressive risk profile and an investment horizon of at least, one year. The minimum investment and maintaining balance requirement of the Fund is US$ 2301 and the minimum holding period is 30 days.

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