What You're In For:
Minimum Initial InvestmentUSD 200
Minimum Additional InvestmentUSD 100
Minimum Maintaining BalanceUSD 200
Minimum Holding PeriodNone
Trust Fee0.75% p.a. (on top of the 0.03% management fees charged by BFA)
Redemption Settlement Date4 banking days from redemption date (T+4)
Transaction Cut-off Time11:00am of any banking day (until further notice, due to shortened trading hours)
Is this product for you?
If the following are applicable to you, RCBC US Equity Index Feeder Fund may be the product for you.
- You seek to achieve capital growth and global diversification by investing in Google, Amazon, Apple, Tesla and other top US companies in the S&P500 Index.
- You intend to keep your funds invested for more than 3 years
- You are an experienced investor and you understand that higher rewards come with higher risks
The RCBC US Equity Index Feeder Fund is a UITF that invests at least 90% of its funds in Blackrock Fund Advisors' (BFA) iShares Core S&P500 Exchange Traded Fund (IVV).
TARGET FUND: iSHARES CORE S&P500 EXCHANGE TRADED FUND (IVV)
|Fund Manager||Blackrock Fund Advisors (BFA)|
|Investment Objective||Seeks to track the investment results of an index composed of large-capitalization U.S. equities|
|Fund Benchmark||S&P500 Index|
|Total Expense Ratio||0.03%|
|Fund Launch Date||05/15/2000|
|More Details||iShares Core S&P500 Exchange Traded Fund Website|
Higher yield potential
Historically, average returns from the RCBC UITFs have performed better and favorably over traditional deposit and investment products.
Access to high-yielding investments
The pooling feature of the RCBC UITFs allows its fund managers to negotiate for higher rates, better prices, lower transaction costs for the Fund due to the size of its investments.
Through any of the RCBC UITFs, you get to participate in all the investments of the Fund, thereby spreading out the risk involved over a wider range of investment outlets.
You can invest for as low as PHP5,000 for peso investments or USD 200 for dollar investments
You may invest in the RCBC UITFs online through Digital website or through any of the RCBC business centers strategically located nationwide.
The RCBC UITFs may be redeemed daily during banking hours up to 1:00 PM. Some of our UITFs do not have minimum holding period.
MORE ABOUT THE FUND
How to Invest in UITFs Online
The RCBC UITF Online Facility (“UITF Online”) is a module in RCBC Digital that allows individual investors to enroll new or existing UITF accounts online and access them 24/7 without having to go to an RCBC branch to physically submit the required documents. RCBC accountholders who have an active RCBC Digital account can access UITF online.
Step 2. Choose whether you wish to open a new UITF account or enroll existing UITF Account.
Step 3. Read and understand the terms and conditions; confirm client information then click ‘Submit’.
For new clients Accomplish the Customer Suitability Assessment (CSA) and select preferred RCBC UITF.
For existing clients Confirm your CSA result and select preferred RCBC UITF then click 'Submit'.
Step 5. System will notify you that the account enrollment was successful. To start investing, you will automatically be re-directed to the ‘Add Investment’ page.
Ready to grow your money with RCBC?
as of Fri, September 23, 2022
- Rizal Peso Money Market Fund
- RCBC Peso Short Term Fund
- Rizal Peso Cash Management Fund
- Rizal Peso Bond Fund
- Rizal Balanced Fund
- Rizal Equity Fund
- RCBC R25 Blue-Chip Equity Fund
- RCBC R25 Dividend Equity Fund
- Rizal Dollar Money Market Fund
- Rizal Dollar Bond Fund
RCBC Trust is regulated by the Bangko Sentral ng Pilipinas. For more information, inquiries or complaints,
you may call us at: 894-9870 or 894-9514 or email us at email@example.com. You may also file
your complaints at BSP Financial Consumer Department at (632) 708-7087 or