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> Financial Statement 2006

Majority of Americans are Now Thinking Long-Term Photo by: Duane Lucas M. Pascua

With the graying of American baby-boomers, more and more household savings are pouring into IRAs – which are significantly invested in mutual funds.

 

Investment Objective:

Established in 2004, this mutual fund is designed to seek a return through investments in fixed income securities of Philippine and non-Philippine companies and debt obligations of the Government of the Republic of the Philippines and its instrumentalities.

Largest Institutional Investor-Customers

(in alphabetical order, as of end-July 2009):

  • AsianLife Financial Assurance Corp. (ALFA)
  • ATR KimEng Capital Partners Inc.
  • Provident Fund of SEC employees

 

Board Of Directors

Name

Position

Affiliation

Mr. Eulogio A. Mendoza

 

 

Chairman

 

 

 

Asian Life & Gen (ALGA)

Mr. Enrique R. Alberto

 

 

 

Director

 

 

 

 

ALFA

 

 

 

 

Mr. Jesus Valencia

 

 

 

Independent Director

 

 

 

 

 

 

 

Ms. Modesta P. Mammuad

 

 

Director/Treasurer

 

ALGA

 

 

 

 

Mr. Manolito T. Nati

 

 

 

Director

 

 

 

 

ALFA

 

 

 

 

Atty. Gemma M. Santos

 

 

Corporate Secretary

 

Picazo Law

 

 

 

Atty. Ma. Alicia Picazo-San Juan

 

Asst Corp Secretary

 

Picazo Law

 

 

 

Atty. Raul M. Hebron

 

 

 

Asst Corp Secretary

 

ALGA

 


External Auditor

Manabat Sanagustin (affiliate of KPMG International)