Ant Investing

13/03/2024

16/09/2023

Real Estate Investment Trust

Overview:
A Real Estate Investment Trust (“REIT”) is a stock corporation established principally for the purpose of owning income-generating real estate assets, such as apartment buildings, office buildings, medical facilities, hospitals, hotels, resorts, highways, warehouses, shopping centers, railroads, among others. It is a type of investment instrument that provides a return to investors derived from rental income of the underlying real estate asset. Returns are distributed to the investors in the form of dividends.

A REIT entity begins with a Sponsor who provides and transfers income-generating real estate assets into the REIT corporation. In exchange for the property, the sponsor receives equity ownership over the REIT corporation. In compliance with section 5.1.a. Minimum Public Ownership of the SEC REIT Implementing Rules and Regulations (IRR), the sponsor should sell at least 1/3 of the outstanding capital stock of the REIT to the investing public. Proceeds from such sale must be reinvested within the Philippines.

In terms of organization and governance structure, A REIT shall comply with the Revised Code of Corporate Governance and pertinent provisions of the SRC and its IRR. On top of which, a REIT shall appoint a fund manager, a property manager and a property valuer. A fund manager implements the investment strategy of the REIT, as well as oversees and coordinates property acquisition, leasing, operating and financial reporting, among others. On the other hand, a property manager plans the tenant mix, identifies potential tenants, formulates and implements leasing strategies, as well as, maintains and manages the physical structures of the real estate properties. Lastly, a property valuer performs a full valuation of the REIT’s assets at least once a year and provide valuation report on real estate to be acquired or sold by the REIT. In exchange for the services rendered, the REIT corporation shall pay management fee of no more than 1% of the Net Asset Value of the assets under their respective management.

16/09/2023

As of September 16, 2023
Investing in feeder funds can provide the potential for higher returns over the long-term compared to other types of investments, such as bonds or savings accounts. Feeder funds also offer the benefit of professional management, as fund managers make investment decisions on behalf of investors, which can help save time and effort for individual investors.
This information was obtained from www.uitf.com.ph

01/05/2023

As of May 01, 2023.

Investing in equity index tracker funds can offer investors exposure to a broad range of stocks, providing diversification and reducing risk. Additionally, equity index tracker funds typically have low fees and expenses compared to actively managed funds, which can help boost long-term returns.

This information was obtained from www.uitf.com.ph

01/05/2023

As of May 01, 2023

Investing in equity funds can provide the potential for higher returns over the long-term compared to other types of investments, such as bonds or savings accounts. Equity funds also offer the benefit of professional management, as fund managers make investment decisions on behalf of investors, which can help save time and effort for individual investors.

This information was obtained from www.uitf.com.ph

01/05/2023

The Top 5 performing Balanced Funds UITFs in the Philippines, as of May 01, 2023.

Investors who seek moderate earnings may find balanced funds attractive. These funds typically hold a mix of equities and fixed income securities, which allows them to benefit from the potentially higher returns of stocks while also providing the lower-risk, modest returns associated with fixed income investments.
This information was obtained from www.uitf.com.ph

20/04/2023

The Top 5 performing Balanced Funds UITFs in the Philippines, as of April 17, 2023.

Investors who seek moderate earnings may find balanced funds attractive. These funds typically hold a mix of equities and fixed income securities, which allows them to benefit from the potentially higher returns of stocks while also providing the lower-risk, modest returns associated with fixed income investments.

This information was obtained from www.uitf.com.ph

19/04/2023

The top 5 performing Equity Funds UITFs in the Philippines are all managed by Manulife Investment Management.
As of April 17, 2023

This information was obtained from www.uitf.com.ph

19/04/2023

The top 5 performing Equity Index Tracker Funds UITFs in the Philippines, as of April 17, 2023.

The leading UITF in terms of performance is the BPI INVEST PHILIPPINE INFRASTRUCTURE EQUITY INDEX FUND, followed by the ATRAM Philippine Equity Smart Index Fund, PRUInvest PH Equity Index Tracker Fund (Class V), EastWest PSEI Tracker Fund, and PRUInvest PH Equity Index Tracker Fund (Class I).

This information was obtained from www.uitf.com.ph

18/04/2023

Here are 3 savings tips you can do in the Philippines: