ALFM Mutual Funds keeps it pace despite the highly competitive and increasingly difficult financial environment it operates in. With their hard work, they manage to retain as a leader and kept in step with the overall growth of the industry.
With a current 47% market share – more than double the share of its nearest competitor – ALFM Funds have grown a cumulative 241 percent in the last five years, and from 2007 onwards have managed over 40% of the industry’s net assets.
Romeo L. Bernardo, Chairman
ALFM Mutual Funds has six different funds that meet various investment objectives, delivering steady and superior returns relative to their benchmarks from their inception up to 2013, an end-May 2014 report of the investment Company Association of the Philippines (ICAP) showed.
“These superior and consistent investment returns were achieved through a faithful and deliberate adherence to the fundamental principles that form the core of our investment philosophy – long-term focus, value orientation and risk management.”
The company also launch a new and improved ALFM Mutual Funds website, www.alfmutualfunds.com, which allows clients to easily send messages or inquiries direct to its mailboxes so agents could immediately address any concern.
Jose Mari Valmayor, Fund Manager
New features of the website include an interactive Client Sustainability Assessment Test and Portfolio Builder, both designed to help the client make the right investment decisions.
SEC-licensed mutual fund sales agents of BPI Investment Management Inc., BPI Capital Corp. and BPI Securities Corp. distribute ALFM Mutual Fund shares. Citicorp Financial Services and Insurance Brokerage Phils. Inc. also distributes shares of the ALFM Growth Fund and the Philippine Stock Index Fund.