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ATR Asset Management (UITF & Mutual Fund)

ATR Asset Management
The ATR Asset Management​ (ATRAM or ATRAM Group) operates through ATR Asset Management, Inc. (ATRAM MF) and the ATRAM Trust Corporation. In 2009, the ATRAM Group decided to expand its presence in the fast growing domestic asset management industry by forming a dedicated business group called ATR Asset Management (ATRAM or ATRAM Group). This group, comprised of ATRAM MF and ATRAM - Trust, manages portfolios consisting of mutual funds, trust assets, insurance portfolios, and real estate for proprietary and third party clients. ATRAM Group is backed by strong shareholders which include the ATR Holdings Inc., A. Soriano Corporation, and the firms’ management teams.
 

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  • piquanteyepiquanteye Member ✭✭✭✭

    ATRAM Trust Corporation
     
    ATRAM Trust Corporation (ATRAM Trust) is the first stand-alone trust corporation in the Philippines. It received its license to operate in October 2016 from the Bangko Sentral ng Pilipinas (BSP). ATRAM Trust was the first to launch a complete range of feeder funds in the Philippines which provide Filipinos access to offshore investments in the US, Europe, Emerging Markets and Asia.
     
    ATR Asset Management (ATRAM MF)
     
    ATR Asset Management (ATRAM MF) was established in July 1995 as the Mutual Fund Management Co. of the Phils. (MFMCP) by the Clemente Fund Management Asia Ltd. to serve as investment adviser, principal distributor and administrator of the Mutual Fund Company of the Philippines also known as the “Kabuhayan Fund”. In 2003, Maybank ATR Kim Eng Capital Partners, Inc. purchased an 83% stake in MFMCP from some of the original shareholders thereby gaining control of the company.
     
    ATRAM MF is currently the investment manager for seven (7) mutual funds registered with the Securities and Exchange Commission (SEC): 
    1.       ATRAM Philippine Balanced Fund, Inc.
    2.       ATRAM Philippine Equity Opportunity Fund, Inc.
    3.       ATRAM Alpha Opportunity Fund, Inc.
    4.       ATRAM AsiaPlus Equity Fund, Inc.
    5.       ATRAM Total Return Dollar Bond Fund, Inc.
    6.       ATRAM Dynamic Allocation Fund, Inc.
    7.       ATRAM Corporate Bond Fund, Inc.

  • piquanteyepiquanteye Member ✭✭✭✭
    ATTENTION TO ALL MAYBANK ATR KIM ENG CAPITAL PARTNERS, INC. - TRUST CLIENTS/INVESTORS & PARTNERS:


    Please be informed that ​the spin-off of Maybank ATR Kim Eng Capital Partners, Inc. (“MAKE Capital”) Trust Department to ​a newly established Stand-Alone Trust Corporation (“SATCo“) named, ATRAM Trust Corporation (“ATRAM Trust”) has already been approved by the ​Bangko Sentral ng Pilipinas.

    The Bangko Sentral ng Pilipinas (“BSP”) BSP Circular No. 884, series of 2015 provides the Guidelines on the Establishment and Operation of Trust Corporations (a copy of which can be viewed on their website for your reference:

    http://www.bsp.gov.ph/downloads/regulations/attachments/2015/c884.pdf)

    BSP Circular No. 884 was issued as a result and manifestation of the BSP’s thrust towards separating banking and asset management activities.

    MAKE Capital believes that it is imperative to align itself with the BSP’s thrust. In light of this, MAKE Capital will be spinning-off its trust department into ATRAM Trust, a SATCo organized in accordance with and pursuant to BSP Circular No. 884, in order to streamline the management and administration of the portfolio/accounts currently managed by MAKE Capital. As part of the spin-off, MAKE Capital will transfer and assign to ATRAM Trust all its operations and functions, including its agency, trust and trust-related functions and operations (the “Operations Transfer”). The same team managing MAKE Capital’s trust operations shall be migrated to ATRAM Trust, under the same management philosophy and processes.

    ATRAM Trust shall become part of the business group, the “ATRAM Group”, owned by MAKE Capital, ATR Holdings, Inc., BHF Holdings, Inc. and A. Soriano Corporation. This will allow MAKE Capital to reorganize and fold its trust department into the ATRAM Group. The same team managing MAKE Capital’s Trust Department shall be migrated to ATRAM Trust.

    For more information or any concerns you may contact us at (02) 814-7800 or email [email protected]

    Thank you for your continued trust!


    Warmest regards,

    ATRAM Trust Corporation

    ​(Previously MAYBANK ATR KIM ENG CAPITAL PARTNERS, INC. - Trust Department)

  • piquanteyepiquanteye Member ✭✭✭✭
    edited August 2018
    It is a good thing that ATRAM had a spinoff so that they could reach more clients.  It is hard to grow and be an exclusive partner of a small foreign bank such as Maybank due to the limited number of branches.
  • piquanteyepiquanteye Member ✭✭✭✭
    Stocks down.  Invest now.
  • piquanteyepiquanteye Member ✭✭✭✭
    Gcash Invest Money with ATRAM.
  • piquanteyepiquanteye Member ✭✭✭✭
    Anyone here using SeedBoxPH - ATRAM MF? ATRAM TRUST?
  • piquanteyepiquanteye Member ✭✭✭✭
    edited October 2018
    hmm.. kaya naman pala nag stand alone ang ATRAM. now I am getting it.


    CTBC Bank-ATRAM Philippine

    Balanced Feeder Fund


    https://www.ctbcbank.com.ph/PersonalBanking/Investments/UnitInvestmentTrustFund/En_CTBCBankATRAMPhilippineBalancedFeederFund.html

    The CTBC Bank-ATRAM Philippine Balanced Feeder Fund is a Peso-denominated balanced Unit Investment Trust Fund in the form of a feeder fund that aims to achieve for its participants current income and long-term capital growth through investment in listed and non-listed fixed income and equity securities of Philippine companies and debt obligations of the Government of the Republic of the Philippines and its instrumentalities.

    The target fund is ATRAM Philippine Balanced Fund, Inc., an open-end investment company duly registered with the Securities and Exchange Commission.

    Note: The Declaration of Trust (DOT) for each fund is available upon request from CTBC Bank's Trust and Investment Services Department.

    Features

    With CTBC Bank – ATRAM Philippine Balanced Feeder Fund, clients are automatically entitled to:

    • A professionally managed portfolio
    • A more accessible investment outlet for just a minimum of PhP10,000
    • A medium term oriented fund which is at the same time highly liquid with just a 30-day holding period
    • An easier monitoring of investments with the availability of NAVPU in the corporate website
    • A wider variety of investment outlets through the Feeder Fund
    • A highly regulated product governed by the Bangko Sentral ng Pilipinas.

  • piquanteyepiquanteye Member ✭✭✭✭
    edited December 2018
    SEED BOX PH is life!!!! ang galing galing!!!
  • piquanteyepiquanteye Member ✭✭✭✭
    ATRAM now advertising gcash invest.
  • piquanteyepiquanteye Member ✭✭✭✭
    Good 💡 for a good start.
  • piquanteyepiquanteye Member ✭✭✭✭
    Is ATRAM evolving into a powerhouse fund manger and distributor? 
  • piquanteyepiquanteye Member ✭✭✭✭
    ATRAM Nasdaq fund kaya?
  • piquanteyepiquanteye Member ✭✭✭✭

    https://rampver.com/mutual-funds/


    Mutual Funds

    Soldivo Funds

    Soldivo Funds are investment vehicles of choice for investors who seek diversified, well-managed funds that can fulfill life’s dreams. For investors who are committed to disciplined execution, Soldivo Funds are basic components in an investment portfolio geared for growth.

    Philam Asset Management, Inc.

    PAMI knows that people have different life goals and they need the right partner who will help them take advantage of investing opportunities. We are committed to helping people achieve their dreams by investing wisely, and we understand that what’s suitable for one, may not be for another. This is why we offer a wide range of mutual funds to cater to different investor profiles, from the conservative all the way to the most aggressive.

    ATR Asset Management, Inc.

    The ATR Asset Management (ATRAM or ATRAM Group) operates through ATR Asset Management, Inc. (ATRAM MF) and the ATRAM Trust Corporation (Formerly Maybank ATR Kim Eng Capital Partners, Inc. – Trust). In 2009, the ATRAM Group decided to expand its presence in the fast growing domestic asset management industry by forming a dedicated business group called ATR Asset Management (ATRAM or ATRAM Group).

    ATRAM MF is currently the investment manager for seven (7) mutual funds registered with the Securities and Exchange Commission (SEC).

    Sun Life Asset Management Company, Inc.

    SLAMC is the fund manager and principal distributor of the biggest family of mutual funds in the country – the Sun Life Prosperity Funds. The company is the first in the industry to have an accounting system that adequately complied with the standards set by the International Accounting Standards (IAS). SLAMC benefits greatly from the expertise of its mother company’s close association with MFS Investment Management – the inventor of mutual funds in the U.S.

    As a multinational organization, we are committed to conducting our business with fairness and integrity, a commitment that is based on a fundamental belief in law and honesty.

    First Metro Asset Management, Inc.

    First Metro Asset Management, Inc. (FAMI) was established by First Metro Investment Corporation (FMIC) in partnership with the Catholic Educational Association of the Philippines (CEAP) and Marist Brothers Foundation to engage in the mutual fund business, promote savings mobilization and advocate investment literacy among Filipinos.

    PhilEquity Management, Inc.

    PEMI is proud to be the investment manager and principal distributor of the leading mutual funds in the Philippines. Our funds have been recognized year after year by the Philippine Investment Funds Association (PIFA) for their excellent returns. Our flagship Philequity Fund, Inc. is the country’s best performing equity mutual fund and has been awarded by PIFA as the best performing equity fund in the 10-year category each year since 2006.

  • piquanteyepiquanteye Member ✭✭✭✭
    walang ALFM............

    ALFM Mutual Funds???

  • piquanteyepiquanteye Member ✭✭✭✭
    edited February 1
    Hmmmm... ATRAM SeedBoxPH what are your plans? baket lahat na meron kayo?

    tell us more about your plans?
  • akolangpilipinoakolangpilipino Member ✭✭
    So ayun. Nagtry ako sa gcash ng atram. Ano ba yan? Wala akong kaalam-alam. Pero 70 pesos lang naman hinulog ko. Malay ko ba kung ano mangyayare sa 70 pesos na yan. Hahaha.. turuan nyo po ako please. As in ZERO knowledge ako sa ganito. Ano po ba to stock market?
  • markapinyamarkapinya Member ✭✭✭
    edited March 13
    Yung hinulog mo sa gcash ay invested sa money market fund ng ATRAM (yun pa lang naman ang offered thru gcash sa ngayon). Para ka lang naghulog sa banko pero mas mataas medyo ang interest na kikitain. Ang ganitong klase ay hindi naka-invest sa stock market.
    Maganda itong hulug hulogan, parang alkansya :) Kung sa banko, kelangan mo 5 to 10,000 para sa investment na ganito. Sa gcash, maski 50 pesos puede :)
  • akolangpilipinoakolangpilipino Member ✭✭
    Tuwing kelan po sya nagkakaron ng interest? Kase I'm planning na maghulog regularly like 1k-2k per month. 
  • IronHandofJusticeIronHandofJustice Member ✭✭✭✭
    It is based on NAVPU, which is valued every business day.

    Read the ATRAM Money market fund Fact Sheet and Prospectus to learn more about it.
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