The ATRAM Global Equity Opportunity Feeder Fund invests around the big trends reshaping the world, from artificial intelligence to electrification, using Philippine pesos. Here's what it holds, who it suits, and how to invest through DragonFi.
What is the ATRAM Global Equity Opportunity Feeder Fund?
It's an equity UITF structured as a feeder fund, which means it channels almost all of your money into a single larger global fund. Despite the broad-sounding name, this fund follows a thematic strategy: rather than simply spreading across the whole market, it invests around a set of long-term global trends. It is managed by ATRAM.
What does it invest in?
Through its target fund, it invests in equities across global markets, both major and emerging, selected around long-term structural themes. The strategy is built on four mega-trends: technological advancement, urbanization, resource scarcity, and social and demographic change. As of mid-2026, the themes it was invested in included artificial intelligence adoption, electrification, strategic autonomy, humanoid robots, clean water and land, and digital finance. Those themes shift over time as the managers see new opportunities. Its performance is measured against the MSCI All Country World Index.
What's the target fund?
At least 90% of the fund's assets are invested in the Allianz Thematica Fund, managed by Allianz Global Investors. As of mid-2026, its largest holdings included names you may recognise, such as Microsoft, NVIDIA, Apple, Alphabet (Google), Taiwan Semiconductor (TSMC), Amazon, and Broadcom, alongside less familiar specialists in areas like robotics and industrial infrastructure. For the current, full breakdown, see the fund's page in the DragonFi app.
Who is this fund for?
This fund may suit you if you:
- Want a single fund that invests around several global growth themes
- Prefer a forward-looking, trend-driven approach over tracking an index
- Are comfortable with the ups and downs of the stock market
- Are investing for the long term, ideally five years or more
What's the risk level?
This is an aggressive-risk fund, the highest of the three risk bands. Because it concentrates on specific themes rather than the whole market, it can swing more than a broadly diversified fund, and it may also hold smaller companies, which can be more volatile. As the underlying investments are in foreign currencies, exchange rate movements also affect your returns. Returns are not guaranteed.
Can I hold this in a PERA or Regular account?
This fund is available through a Regular DragonFi account. It is not one of DragonFi's PERA-eligible funds.
What are the fees?
Like all UITFs, this fund charges a 1.2% per annum trust fee, already deducted from the fund before the daily price is calculated, so you don't pay it separately. Because it's a feeder fund, you also indirectly shoulder the small expenses of the underlying target fund. Fees can change over time, so for the exact current trust fee, check this fund's page in the DragonFi app.
What's the minimum investment?
You can start investing in this fund for as low as ₱1,000 on DragonFi, and you can add to it any time.
How do I invest in or add to this fund?
You can invest in or top up this fund directly in the DragonFi app in a few taps. You can also set up Auto Invest to invest a fixed amount on a regular schedule. For the full steps, the daily cut-off time, and how your buy-in price (NAVPU) is set, see the "How to invest in a fund" article by DragonFi. One thing to know about feeder funds: because the target fund is based overseas, your order may be priced with a slight delay compared with local funds.
How do I sell or redeem it?
You can redeem some or all of your investment in the app whenever you like, with no fixed lock-in period. Because this is a feeder fund, proceeds usually take a little longer to arrive than they would for a local fund, since the money comes from the overseas target fund. Proceeds are credited within 7 to 8 business days. For details, see the "How to sell or redeem a fund" article by DragonFi.
Where do I see the current NAVPU and returns?
The live price (NAVPU) and the latest returns are always shown on this fund's page in the DragonFi app. We don't list those figures here because they change every day, so the app is your most up-to-date source.
Good to know
- Themes, not just sectors. The managers can rotate between themes as trends evolve, so what the fund holds today may look different in a few years.
- Actively managed and unconstrained. It isn't limited by its benchmark, so its holdings and results can differ substantially from the global index, in either direction.
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Currency moves matter. The peso class is not hedged against the target fund's US dollar base, so exchange rates affect your returns.
Access the fund page here:
ATRAM Global Equity Opportunity Feeder Fund | DragonFi
This fund is not a deposit and is not insured by the Philippine Deposit Insurance Corporation (PDIC). Returns are not guaranteed. The fund's price (NAVPU) can rise and fall, so you may get back less than you invested, and past performance is not indicative of future results.