Course 1914 lessons

Mutual funds, ETFs, and UITFs

A practical guide to pooled investment funds in the Philippines, from how mutual funds, ETFs, and UITFs work to the fees that quietly eat your returns and how to pick the right one for your goals.

What a pooled investment fund actually is

A pooled investment fund takes money from many different investors, combines it into one large pot, and uses that pot to buy a mix of assets like stocks, bonds, or a blend of both. Instead of you personally researching and buying twenty different companies, your money joins everyone else's and a single fund does the buying on behalf of the whole group.