Philam Asset Management, Inc. (PAMI) has been helping clients achieve their life goals for over 45 years. Our story began in 1971 when Trinity Shares, Inc. (TSI), the first mutual fund company in the Philippines was opened. We have evolved over the years to become one of the leading wealth management players in the industry with the widest range of products.
We know that people have different life goals and they need the right partner who will help them take advantage of investing opportunities. We are committed to helping people achieve their dreams by investing wisely, and we understand that what’s suitable for one, may not be for another. This is why we offer a wide range of mutual funds to cater to different investor profiles, from the conservative all the way to the most aggressive.
We are proud to be part of Philam Life, the country’s premier life insurance company, which offers a complete range of insurance solutions including life protection, health insurance, savings, education, retirement, investment, and group and credit life insurance. Both Philam Life and PAMI are backed by AIA Group, “The Real Life Company.”
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Enables you to potentially earn modest returns from your investments. The Fund invests your cash in high quality government and corporate debt issued by the Philippine government and prime Philippine companies.
Minimum Subscription: Php 5,000.00
Minimum Subsequent: Php 1,000.00
Presents the least risk amongst all funds, however, with the lowest possible returns. In retrospect, this Fund provides higher annual returns than your bank savings account and doesn’t impose any sales load on you.
Minimum Subscription: Php 100.00
Minimum Subsequent: Php 100.00
The Sun Life Prosperity Balanced Fund is the middle of bonds and equities — a mix of fixed income and investments with high growth potential, like stocks/equity securities.
Traditionally, you can use the Sun Life Prosperity Balanced Fund to build wealth over time while seeking other investment avenues. Balanced funds are channels for diversification, too, as they provide potential steady income from fixed income securities, and growth potential from equity investments.
Minimum Subscription: Php 5,000.00
Minimum Subsequent: Php 1,000.00