Skip to main content

Why I Also Plan to Get More Into Feeder Funds



Well, it looks like the Philippines is hitting a bear market, right? It would be good to start buying some depreciated stocks with money that I don't need for now. As always, it means that I shouldn't put all my savings into stocks and keep a good amount for daily use, and for any bills I have which include my AXA Chinese Tycoon Fund. What I'm focusing with the Chinese Tycoon Fund is long-term. Now, it's time to put a certain amount of money in feeder funds to. Once again, I suggest doing it slowly until it becomes a habit. It's like starting with small things then they will become bigger things. 

The Peso Lab - Money Guide for Filipinos explains the feeder fund (which is also a Unit Investment Trust Fund or UITF) in this way:
What is the purpose of feeder fund? 
There are ways to purchase securities. People can buy stocks from the stock market and retail treasury bonds from the government. They can also go to banks, trust companies, and mutual fund companies. There are funds too that allow investors exposure to foreign securities.

So why is there a need for a feeder fund? Because it allows people to get exposed to diversified portfolio here and abroad.

Say that you’d like to invest in US stocks. You have two options: open an account with a stock broker that accepts non-US customers. There are several outlets like Charles Schwab, Interactive Brokers, TD Ameritrade, etc. And you’d go through an account opening process that is longer, requires various documents, requires a high starting capital, etc.

And the other option is through feeder funds. It can be relatively easy and there is no need to open an international stock brokerage account to be able to invest in foreign shares.

Granted, I don't intend to directly open many accounts abroad so feeder funds (through GInvest or any similar platform) can be helpful. Recently, in GInvest there are two funds available namely the ATRAM Global Technology Consumer Trends Feeder Fund and the ATRAM Global Technology Feeder Fund. Since these are equity funds--this would mean I get stocks (based on fund picks) in companies like Apple, Samsung, and Amazon depending on the fund. I've hit my target investment for the Philippine Smart Equity Index Fund. Now, I feel I might invest a certain target sum into the two funds. I think it would be good if I started to invest in the ATRAM Global Technology Feeder Fund next after I've hit the target mark (confidential) for ATRAM Global Consumer Trends Feeder Fund. I sold my previous fund to test my trading skill and didn't make much. Maybe, it's time to make a horizon for all three. I plan to invest conservatively knowing these are aggressive funds. My current appetite is moderately aggressive for now. 

References

"Philippines Feeder Fund What It Is And How To Invest"
Labels:

Popular posts from this blog

Opening #SahodItaasPresyoIbaba Stores Nationwide Increases POGO-Related Risks (NOT FDI)

Alice Guo aka Guo Hua-Ping may be in jail now . However, I believe the saga is far from over . It reminds me that I actually wrote about how several idiots on Facebook go so far as to say, " Alice Guo should be a warning about open FDI! " Some have even gone as far as to say that POGO and Chinese spies should "justify" the Filipino First Policy . However, the harsher reality is that the Filipino First Policy may actually be encouraging dummy investors instead ! As the saga continues, I've decided to write what I might call my harshest entry yet. It's going to be Chinese New Year this year. This might be an entry that may need to be shared before the Lunar New Year! My grievances are  still ongoing because some people still demand #SahodItaasPresyoIbaba, no matter how destructive it  will be . That's why I use Venezuela as an example, especially during Nicolas Maduro's downfall . Back to the topic, I remember writing a joke post where I said, "Wh...
Read more

Social Media Gossipers' Ad Hominems Against Actor Robin Padilla Regarding His Proposal to Remove 60-40

Make no mistake that I didn't vote for Robin Padilla. I feel like I've had enough of voting for celebrities, athletes, and those who I felt are know-nothings in the legislative. However, Padilla recently had his proposal to remove the 60-40 restrictions regarding foreign direct investments (FDIs) . Former Philippine Vice President Maria Leonor "Leni" Gerona-Robredo was even in favor of that amendment. I guess that's why Philippine economist Andrew James Masigan endorsed Robredo. I may have not endorsed Robredo while Masigan remains to be one of my favorite local sources. The news from GMA News Online reveals these plans by Padilla himself: Senator Robin Padilla said he wanted to revise the Constitution to scrap the 60-40 rule on foreign ownership of businesses to accelerate job creation and competition among industries . In a Monday interview, Padilla said the move would attract more foreign investments to support the country’s economic recovery. “Para sa akin mas...
Read more

Should Noynoy Aquino be a Valid Excuse to Reject Econ Cha Cha?

Philippine Star   Updated January 25, 2025 This may be a touchy post. Politics is often a source of fights during parties. That's why we're told not to talk about politics during parties. Unfortunately, some people on Facebook are now using the late Benigno Simeon "Noynoy" C. Aquino Jr. as an excuse not to execute even economic charter change. Never mind that blatant supporter of Atty. Maria Leonor "Leni" Gerona-Robredo, Andrew James Masigan, supports economic charter change . The late Charles Edward P. Celdran was also an anti-Duterte critic. As I looked at some okay boomer posts, I'm not surprised at people who still use Noynoy as an excuse to shout with all their might, "No to economic charter change!" Somebody posted on Facebook the following. As always, I won't publicly shame anyone. If possible, I will only refer to them by codenames or use the name Anonymous. I want to remain as professional as possible. This person said that under N...
Read more

An Interesting Mental Exercise for Chinese as Second Language Class

Back in my day, I remember we kept memorizing what was called bon toi (written as 问题, Wèntí in Mandarin) without understanding them. I hated memorizing those. I guess another reason was to parrot what one can't understand. We had the biak diam too which is Hokkien for oral recitation. Memorizing the question and answer (written as 问题和答案, Wèntí hé dá'àn in Mandarin) would actually not be so tedious if Chinese was taught as a second language. My bizarre idea is to think about having only one bon toi but there are five answers to memorize.  Memorizing (and understanding) why some don't want to learn Chinese These five reasons (above) have to be memorized in both Chinese and English. The teacher (老师, Lǎoshī) would say the question,  "不学中文的最大借口是什么？" (Bù xué zhōngwén de zuìdà jièkǒu shì shénme?). The question can't be answered  until  the student actually translated it as, "What are the top excuses not to learn Chinese?"  The student will eval...
Read more

Learning Mandarin Chinese Through Melons

Hanlin Language Center In pursuit of encouraging people ot learn Mandarin Chinese, here's a chart teaching the different types of melons in Chinese. Learning how to speak Chinese with these melons would be a productive exercise. Aside from using what was often called bon toi in the Chinese schools, it might be good to help people memorize these types of sentences, with the translation: Chinese: "天气热，想吃西瓜." (Tiānqì rè, xiǎng chī xīguā.) Translation: "It's hot, I want to eat watermelon." Chinese: "你想喝冬瓜茶吗?" (Nǐ xiǎng hē dōngguā chá ma?) Translation: "Do you want to drink winter melon tea?" Chinese: "我要做南瓜派." (Wǒ yào zuò nánguā pài.) Translation: "I'm going to cook pumpkin pie." Chinese: "用黄瓜去眼袋." (Yòng huángguā qù yǎndài) Translation: "Use cucumber on your eye bags." Chinese: "苦瓜对你的健康有益." (Kǔguā duì nǐ de jiànkāng yǒuyì) Translation: "Bitter gourd is good for your health." Chin...
Read more