How Stock Index Funds can

help you start investing

What are Stock Index Funds?
A Stock Index Fund mimics or copies the stock components of the
Philippine Stock Exchange Index (PSEi).

This means that when you buy a Stock Index Fund, you’ll own the
country's 30 largest and most active listed stocks, that represent the
overall Philippine stock market.

Why should I invest in a Stock Index Fund?

Superior Returns
Stock Index Funds historically outperform other asset
classes such as bonds and time deposits

Best Philippine Companies

With just a starting amount of P1,000 - P5,000, you’ll
have part-ownership in the Philippines’ top stocks

Managed by Professionals
Stock Index Funds are managed and monitored by
professional fund managers

Why should I buy Stock Index Funds through COL?

Access to Top No Front-End Fees Automate Your

Mutual Funds Investments

FUND FACT SHEET

Expert Guidance Customer Support

www.colfinancial.com 1
 How do I buy Stock Index Funds through COL?
Step 1: Log in to your COL Account & click on the ‘Mutual Fund’ tab.
This will bring you to COL Fund Source, the mutual fund
platform of COL Financial.

Activate Ticker

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Step 2: Click the ‘Order Entry’ tab

FUND SOURCE

ORDER ENTRY

Step 3: Choose among the available Stock Index Funds:

PAMI Equity Index Fund XPAIF

Philequity PSE Index Fund XPEIF

Sun Life Prosperity Philippine Stock Index Fund XSLIF

Philippine Stock Index Fund XALSIF

For the full tutorial, go to bit.ly/COLbuymutualfunds.

www.colfinancial.com
How do I automate my fund investments?

XIF

5,000

12/01/2017

Step 1: Log in to your COL Account & click on the ‘Mutual Fund’ tab
to go to COL Fund Source.

Step 2: Click ‘Schedule EIP’ and fill out the required fields (as
marked by the red check marks in the sample
screenshot above).

Step 3: Click ‘Preview EIP Order’ and check if the information

is correct.

Step 4: Enter your password and click ‘OK’ to verify the EIP order.

For the full tutorial, go tobit.ly/COLschedulefunds

@colfinancial

www.colfinancial.com