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In 2006, the ATR KimEng Equity Opportunity Fund was one of the best performing equity mutual funds in the country. The fund posted a return for that year of 45.52%, beating the Philippine Stock Exchange Index (PSEi) by 323 basis points.
The Funds assets are allocated in Conglomerates, Energy and Utilities, Telecom, Banking, Food and Beverage/Retail, Property, Ports/Transportation, and Mining.
Investment Objective: Established in 2004, this mutual fund is designed to seek absolute return through long-term capital appreciation through investment in listed and non-listed equity securities of Philippine and non-Philippine companies. Investment in securities abroad shall be limited to 20% of the Fund’s net asset value.
Largest Institutional Investor-Customers
(in alphabetical order, as of end-July 2009):
- AsianLife and General Assurance Corp. (ALGA)
- AsianLife Financial Assurance Corp. (ALFA)
- ATR KimEng Capital Partners Inc. (as trustee)
- ATR KimEng Securities Inc. (as trustee)
- Bangko Sentral ng Pilipinas (BSP) Provident Fund
- Kapatiran sa Kasaganaan Cooperative (KsK)
- Land Bank of the Phils - Trust Banking Group (as trustee)
Board Of Directors
Name |
Position |
Affiliation |
Mr. Eulogio A. Mendoza |
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Chairman |
ALGA |
Ms. Clarissa Y. Carreon |
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|
Director |
BSP Provident Fund |
Mr. Eduardo B. Chaves |
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Director |
Land Bank of the Phils |
Mr. Jose Ricardo P.R. Delgado, Jr. |
Director |
Delcor |
Mr. Eusebio H. Tanco |
|
|
|
Director |
STI Education Services |
Mr. Michael L. Escaler |
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|
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Independent Director |
All Asian Countertrade |
Mr. Francisco Jose R. Elizalde |
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Independent Director |
ELRO Comm'l & Ind'l |
Atty. Gemma M. Santos |
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Corporate Secretary |
Picazo Law |
Atty. Ma. Alicia Picazo-San Juan |
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Asst Corp Secretary |
Picazo Law |
External Auditor
Isla Lipana (affiliate of PriceWaterhouseCoopers)
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