equity index fund bpi

Fund Prospectus Fund Fact Sheet. In comparison, FMETF has total assets amounting to PHP 1.7 billion. SB PHILIPPINE EQUITY INDEX FUND 5.31% Metrobank Metro Aspire Equity Feeder Fund 5.30% Asia United Bank Equity Investment Trust Fund 5.19% BDO BDO EQUITY FUND 5.18% BPI BPI Philippine High Dividend Equity of Holdings 31 Fund Management Fee 1.50% per annum The Fund aims to track the performance of the Philippine Stock Exchange Composite index (PSEi). I’d like to ask for some opinions or advices regarding investing in UITFs specifically the BPI US Equity Index Feeder Fund. Next is another equity index fund, the ALFM Philippine Stock Index Fund. Peso Equity Index Fund The fund is designed to achieve income growth and investment returns that closely track the total return of the Philippine Stock Exchange Index (PSEi). to a money market fund by the BSP last March 6, 2015. Archived. BPI Philippine Consumer Equity Index Fund BPI Philippine Infrastructure Equity Index Fund To simplify the discussion, I will include them under equities funds rather than on the separate article about index funds, which under our definition is restricted to mean only those that track the top 30 Philippine companies. Sort by. You can subscribe to or redeem from our investment funds in any branch, or even through BPI ExpressOnline. Initial Participation. The Fund is a US Dollar-denominated global equity unit investment trust fund (UITF) structured as a feeder fund. Fund Type Equity Fund Inception Date July 10, 2015 Benchmark PSE Index Initial NAVPU PhP 100.00 Minimum Investment PhP 10,000.00 Minimum Additional / Minimum Maintaining Participation PhP 10,000.00 30 calendar Find our live Bpi Equity Fund fund basic information. View & analyze the 0P0000I39B fund chart by total assets, risk rating, Min. You may also enroll your fund in the Regular Subscription Plan. I then dug up the total assets of each fund over the past five years as shown in the chart. The said fund, which was launch on May 20, 2013, is named BPI Philippine Equity Index Fund. Reply #384 on: Dec 03, 2013, 10:44 AM Quote from: speqter on Dec 03, 2013, 07:28 AM. The Fund shall substantially invest in stocks comprising the PSEi using the same weights as in the index. Initial Participation PHP 10,000.00 Remarks Min. Find out the best investment fund for you from a wide range of investment products that allow you to reap potentially higher returns than regular deposit accounts from the table below. … In the country, the list is called the Philippine Stock Exchange index or PSEi, which can be called either just the stock index or index. Typically, these funds invest in stocks, which are considered equity because they represent an investor’s ownership interest in a corporation. Ask your Investment Counselor for more information on the BPI Investment Funds. Nov 11, 2019 Currency. Equity fund: There is a clear distinction between the investor profile for equity and index funds. 117.05 12.0954. Any income or loss arising from market fluctuations and price volatility of the securities held by the Fund, even if invested in government securities, is for the account of the investor. Click here to know more about the RSP. BPI Philippine Equity Index Fund Classification: Equity Funds Inception Date May 20, 2013 Currency PHP Risk Classification Aggressive Min. Fund Type Equity Fund Inception Date April 18, 2016 Benchmark Russell 3000 Growth Index Initial NAVpU USD 100.00 Minimum Investment USD 500.00 Minimum Additional / Minimum Maintaining Participation USD 500.00 None In comparison, FMETF has total assets amounting to PHP 1.7 billion. The RSP, together with the lower minimum initial investment and transaction amounts, enables investors to consistently build on their investments without the need to visit a BPI branch. BPI AMTC as Trustee / Investment Manager is supervised by the Bangko Sentral ng Pilipinas (BSP) with telephone number (632) 708-7087 and e-mail address: consumeraffairs@bsp.gov.ph. Philequity Management, Inc. (PEMI) is an investment management company established in 1994. Welcome. Before making any investment decision, take our Client Suitability Assessment to determine what type of fund best suits you. Min. Inception Date October 25, 2011 Fund Classification Equity Fund Fund Size PHP 6,395.46 Million Fund Currency Philippine Peso No. I then dug up the Paseo De Roxas, Makati City, 1226. View & analyze the 0P0000I39B fund chart by total assets, risk rating, Min. New comments cannot be posted and votes cannot be cast. BPI Asset Management is not liable for losses, unless upon willful default, evident bad faith or gross negligence. Orders received after cutoff will automatically be booked the following banking day. of Holdings 31 Fund Management Fee 1.50% per annum The Fund aims to track the performance of the Philippine Stock Exchange Composite Index (PSEi). The ALFM Growth Fund was incorporated on November 26, 2007 and is classified under the equity fund segment of the mutual fund industry. Read more about the Fund's upcoming income distribution. They are NOT DEPOSIT products, and are not insured by the Philippine Deposit Insurance Corporation (PDIC). The Philippines BPI Asset and Management Trust has reported that its BPI Global Equity Fund-of-Funds has surpassed the USD100-million mark in AUM as of Q1 2019. BPI Invest Catholic Values Global Equity Feeder Fund - 12.75 % YTD Target Fund: CBIS Global Funds PLC - World Equity Fund - 17.94 % YTD Yield discrepancy is probably partly due to the strength of the Philippine peso this year. As such, units of participation of the trustor in the Fund, when redeemed, may be worth more or be worth less than his/her initial participation/contribution. Peso Equity Index Fund. The Fund is a Peso-denominated equity Unit Investment Trust Fund that aims to achieve for its participants, market returns closely approximating the returns of the Philippine Stock Exchange Index (PSEi) by investing in the same issues comprising the PSEi and in approximately the same weights. The Fund shall BPI Asset Management and Trust Corporation (BPI AMTC) is a subsidiary of the Bank of the Philippine Islands. The Fund is suitable for investors who seek significant capital returns over the medium to long term and is prepared to risk a substantial portion of his/her principal in order to achieve these returns. The fund aims to provide returns in excess of the return of the Philippine Stock Exchange index (PSEi). 93.17 -3.8989-3.8791. It is suitable for investors with an aggressive risk profile. BPI PERA Equity Fund: BDO PERA Equity Index Fund: BPI PERA Corporate Income Fund: BPI PERA Government Fund: Please check BDO and BPI’s official websites for the latest information on their PERA products. One such UITF is the BPI Invest Philippine Equity Index Fund (BPIPEIF). The Fund aims to track the performance of the Philippine Stock Exchange Composite Index (PSEi). Close. Fund Manager BPI Investment Management Inc. level 1. investment, market cap and category. Due to the nature of the investments, yield and potential yields cannot be guaranteed. save. About BPI Invest Philippine Equity Index Fund BPI Invest Philippine Equity Index Fund is an open-end unit trust incorporated in the Philippines. I was able to open an account with BPI to subscribe to their BPI Philippine High Dividend Equity Fund. BPI INVEST PHILIPPINE INFRASTRUCTURE EQUITY INDEX FUND This investment fund intends to achieve for its participants investment returns that track the performance of the BPI Philippine Infrastructure Equity Index by investing in a diversified portfolio of stocks in the same weights as the index, to the extent practicable. Insurance. INVESTMENT OBJECTIVE The Fund aims to achieve long-term capital appreciation by investing in a diversified portfolio of equities and fixed income instruments. Equity as an asset class is risky. investment, market cap and category. This investment fund intends to achieve for its participants investment returns that track the performance of the BPI Philippine Infrastructure Equity Index by investing in a diversified portfolio of stocks in the same weights as the index, to the extent practicable. BPI Invest US Equity Index Feeder Fund Class P (PHP Class) Equity Funds. If there is the word “equity” but no “index”, it means it is an equities fund. The Trust Fee is 1.50%. 857 (Regulations on Financial Consumer Protection), Latest Key Information and Investment Disclosure Statement (KIIDS). BPI AMTC customers can subscribe to BPI Invest Global Equity Fund-of-Funds for as low as US$500. BPI Philippine Consumer Equity Index Fund Equity Funds. This investment fund, operating as a fund-of-funds, seeks to achieve for its Participants long-term capital growth by investing in a diversified portfolio of global equity collective investment schemes. One such UITF is the BPI Invest Philippine Equity Index Fund (BPIPEIF). 118.90 … 2.6034. Investors need to stay for at least five years in this equity income fund in order to see its full benefits. 11 months ago. 9 comments. As a BPI Investment Fund participant, you are not limited to your branch of account for your investment fund transactions. For instance, you might see in the tables in this article the Philequity MSCI Philippine Index Fund, Inc., which has 23 constituent companies and reflects the returns of the Philippine index created Morgan Stanley Capital Investment, which is said to cover 85% of the country’s equity market. Equity funds are riskier. Our investment management services relate to a variety of investments, each of which can fluctuate in value. BPI Invest Global Equity Fund of Funds is an open-end unit trust incorporated in the Philippines. hide. The BPI Invest Global Equity Fund-of-Funds UITF is actually comparing itself to the MSCI World Index’s price returns, but the BPI fund is an accumulating fund, since it does not distribute the dividends it receives from its portfolio of funds. Posted by 11 months ago. The BPI Investment Funds are funds that seek to offer attractive risk-adjusted returns with a focus on undervalued and lower beta names, shorter durations and diversification principles consistent with capital preservation. Access our investment funds through any of the BPI Branches nationwide or, via the Internet through BPI ExpressOnline. INVESTMENT OBJECTIVE The Fund aims to achieve long-term capital appreciation by investing in a diversified portfolio of equities and fixed income instruments. The objective of the Fund is to invest in small and mid capitalized equity securities with strong growth potentials. b. BPI Invest Balanced Fund. BPI Invest Philippine High Dividend Equity Fund, BPI Invest Catholic Values Global Equity Feeder Fund, BPI Invest Philippine Dollar Bond Index Fund, BPI Invest European Equity Feeder Fund***, BPI Fixed Income Portfolio Fund-of-Funds****, BPI Invest Philippine Consumer Equity Index Fund, BPI Invest Philippine Infrastructure Equity Index Fund. BPI INVEST PHILIPPINE EQUITY INDEX FUND. Philippine Dollar Bond Index Fund A Bond Index Fund that requires an initial investment of USD$ 500 and USD$ 200 for additional investments. This fund has been awarded Best Managed Fund of the Year for the Dollar Equity … Aggressive Min. The ALFM Growth Fund was incorporated on November 26, 2007 and is classified under the equity fund segment of the mutual fund industry. BPI US Equity Index Feeder Fund Equity Funds 203.82 17.8014 2.6181 Odyssey Asia Pacific High Dividend Equity Fund Equity Funds 12.72 16.0584 6.7114 JPY Please click the fund's name to view its basic product features. BPI INVEST EQUITY VALUE FUND The fund intends to achieve for its participants long term capital growth by investing in, to the extent possible, equity securities issued by Philippine domiciled companies which have a value style bias. 6. Equity fund. The Trust Fee is 0.25%. BPI-Philam Equity Index Fund NAVPU Graph Risk Warning: Past performance is not indicative of future results. PMT Jedi 2500; Posts: 2,774; Likes Received: +3/-0; Re: BPI Philippine Equity Index Fund. BPI Invest US Dollar Income Feeder Fund has been giving as much as USD 2 for every unit of investment for almost two years! The Fund aims to achieve long-term capital growth. *annual total of fund fees does not exceed 10 basis points or .10%, based on monthly KIIDS. BPI INVEST GLOBAL EQUITY FUND-OF-FUNDS. The Metro Equity Fund is a long-term investment that achieves growth by diversifying into select investments listed in the Philippine Stock Exchange. BPI AMTC has the most comprehensive line of index funds and products, which cover major asset classes, various industries, both domestic and global. We are committed to helping you achieve your long-term financial objectives by offering an array of mutual funds suited to your unique needs. BPI Invest Philippine Infrastructure Equity Index Fund is an open-end unit trust incorporared in the Philippines. BPI Invest Philippine Consumer Equity Index Fund is an open-end unit trust incoporated in the Philippines. About BPI Invest US Equity Index Feeder Fund BPI Invest US Equity Index Feeder Fund is an open-end unit trust feeder fund incorporated in Philippines. Trustors are advised to read the Declaration of Trust, which may be obtained from the office of the Trustee, before deciding to invest. Cardholders can convert their BPI RTR Premium points to additional investments with this conversion rate: 55,000 RTR Premium points = P10,000 worth of units This differs from the other equity fund in that it is a mutual fund managed by BPI Investment Management Inc., a subsidiary of BPI. BPI Invest Global Equity Fund-of-Funds An Equity Fund-of-Funds that requires an initial investment of USD$ 500 and USD$ 200 for additional investments. I am quite ready for risks naman kaya I’m okay with aggressive type of funds and long term horizon. PHP 50,000.00 Remarks. Equity Fund (Index Fund) Fund Description The Fund aims to achieve returns that track the performance of the BPI Philippine Consumer Equity Index by investing in a diversified portfolio of stocks in the same weights as the index. The fund is designed to achieve income growth and investment returns that closely track the total return of the Philippine Stock Exchange Index (PSEi). The Trustee is not liable for losses, unless upon willful default, evident bad faith or gross negligence. Due to the nature of the investments, yield and potential yields cannot be guaranteed. 93.60 -2.8239-5.2152. 100% Upvoted. It was approved for conversion. This reflects the appetite of investors for the fund,' said BPI Asset Management and Trust Corp. (BPI … Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. I have an account with BPI Family Savings but since magkaiba daw sila, pinagopen nila ako ng BPI Savings Account para maging settlement account ko with them. The said index fund intends to provide a return that tracks the performance of the Philippine Stock Exchange Index (PSEi), the main index of the Philippine Stock Exchange. Last year, the BPI Philippine Consumer Equity Index Fund ended with a 14.44 percent net return to investors since its inception in January 2017. report. The BPI Investment Funds are best suited to investors who are generally conservative, looking for stability, minimal volatility, certainty of income. Bpi philam equity index fund 2. Wills. Related: Best Index Funds to Invest in the … Does the BPI Philippine Stock Index Fund have any advantage over the BPI Philippine Equity Index Fund? Read more about the Fund's upcoming income distribution. This thread is archived. As such it is regulated under the SEC instead of the BSP. It’s my first time na pumasok in these types of investment vehicles. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. The name of the fund is the surest giveaway. Fund, which may be obtained from the Trustee, before deciding to invest. 'We have breached the P1 billion mark and now have P1.2 billion in the fund in just over a year. As of this posting, its total assets amount to almost PHP 49 billion. Bloomberg Ticker BDOPEIF PM Fund Type Equity Fund Inception Date December 22, 2016 Benchmark Philippine Stock Exchange Index (PSEi) Initial NAVpU PhP 100.00 Minimum Investment PhP 1,000.00 Minimum Additional / BPI Philippine High Dividend Equity Fund Equity Funds. As such, units of participation/shares of the investor in the Fund, when redeemed, may be worth more or be worth less than his/her initial participation/contribution. If there is the word “index” in the name, then it means it is an index fund. None: 0.16% since inception (KIIDS 29 June 2018) The BPI Philippine High Dividend Equity Fund is an equity fund that aims to achieve total return through a combination of current income and long-term capital appreciation. Our investment management services relate to a variety of investments, each of which can fluctuate in value. The BDO PERA Equity Index Fund is suitable for Participants with an aggressive risk profile and who seek potentially higher returns through stock market investments but are also aware of the possibility of capital losses that such investments may entail. These are NOT DEPOSIT products and are not an obligation of, or guaranteed, or insured by BPI Asset Management and Trust Corporation and are not insured by the Philippine Deposit Insurance Corporation (PDIC). BPI-Philam Philippine High Dividend Equity Fund; BPI-Philam Equity Index Fund 2; BPI-Philam Growth Fund 2; BPI-Philam Odyssey High Conviction Equity Fund; BPI-Philam Equity Value Fund; BPI-Philam Active Allocation Fund *Investment funds listed above are subject to availability upon product availment. It is composed of the top 30 companies that are carefully selected on … best. 10% projected growth? It is also called PSE Composite Index or Phisix. For any inquiries and complaints relating to our services and products, you may call our hotline: 89-100, send an email to bpi_asset_management@bpi.com.ph or write a letter addressed to BPI Asset Management and Trust Corporation - Consumer Protection, 17F, BPI Building, Ayala Ave. cor. An equity index fund is a type of mutual fund that tracks the performance of a particular stock index, like the Standard & Poor’s 500 Index, the FTSE 100 Index, the Hang Seng Index, and the Dow Jones Industrial Average. Insurance. BPI Invest US Equity Index Feeder Fund Class P (PHP Class) Classification: Equity Funds Inception Date. Update lang and rant na din. a. BPI Invest Short Term Fund. d. BPI Invest Philippine Consumer Equity Index Fund. Fund Details Fund Manager BPI Asset Management Inception Date February 13, 2015 Fund Classification Equity Fund Fund Size PHP 24,926.50 Million Fund Currency Philippine Peso No. BPI Invest US Equity Index Feeder Fund Class P (PHP Class) Classification: Equity Funds Inception Date Nov 11, 2019 Currency PHP Risk Classification Aggressive Min. BPI Philippine Equity Index Fund Equity Funds. The RSP is an investment program that allows you to nominate a regular subscription amount for purchase of units on a periodic basis, either on a monthly or quarterly basis. The Fund intends to achieve for its participants investment returns that track the performance of the Philippine Stock Exchange Index (PSEi) by investing in a diversified portfolio of stocks comprising the PSEi in the same weights as the index. of Holdings 31 Fund Management Fee 1.50% per annum The Fund aims to track the performance of the … You can also invest anytime as your orders for subscription or redemption may be received anytime within banking hours. 6. Any income or loss arising from market fluctuations and price volatility of the securities held by the Fund, even if invested in government securities, is for the account of the investor. Fund Manager BPI Asset Management Inception Date February 13, 2015 Fund Classification Equity Fund Fund Size PHP 8,189.01 Million Fund Currency Philippine Peso No. All funds/products managed by BPI Asset Management and Trust Corporation are Trust and/or Investment Management Funds. c. BPI Invest Philippine Infrastructure Equity Index Fund. The BPI Philippine Consumer Equity Index Fund now stands at P1.2 billion. BPI US Equity Index Feeder Fund Equity Funds 203.67 18.5575 2.5425 Odyssey Asia Pacific High Dividend Equity Fund Equity Funds 12.71 15.0226 6.6275 JPY Please click the fund's name to view its basic product features. share. BPI-Philam Equity Index Fund 2 NAVPU Graph Risk Warning: Past performance is not indicative of future results. To know your rights please refer to BSP Circular No. Examples are: First Metro Save and Learn Philippine Index Fund and PNB Phil- Index Tracker Fund. PHP Risk Classification . Hello! PAMI EQUITY INDEX FUND. Any income or loss arising from market fluctuations and price volatility of the securities held by the Fund, even if invested in government securities, is for the account of the investor. Additional Participation. This Fund is available under the Regular Subscription Plan. The BPI Index series aims to reflect the performance of Philippine government, corporate bonds and the Philippine equity market and is intended to provide performance benchmarks to fund managers and trustees. Find our live Bpi Equity Fund fund basic information. BPI Philippine Infrastructure Equity Index Fund KIIDS Archive. As of this posting, its total assets amount to almost PHP 49 billion. The fund has beaten the Morgan Stanley Capital International (MSCI) World Index over four-year returns, despite various periods of … BPI Asset Management and Trust Corporation offers the widest selection of collective investment schemes that pool the money of a large number of investors with the same investment objective, to purchase a portfolio of money market, bond and equity securities. All funds/products managed by BPI Asset Management and Trust Corporation are Trust and/or Investment Management Funds. BPI Philippine Equity Index Fund: None: 1% per annum + fund expenses payable to third parties, i.e., custodian, external auditor fees, etc. Bpi philam equity index fund 2. So, if you look at individual asset classes, equities are riskier than bonds … BPI equity index fund breaches P1 billion Iris Gonzales (The Philippine Star) - June 9, 2018 - 12:00am MANILA, Philippines — The BPI Philippine Consumer Equity Index Fund now stands at … Or even through BPI ExpressOnline income Fund in order to see its full benefits an... As much as USD 2 for every unit of investment vehicles comparison FMETF. Automatically be booked the following banking day Global Equity unit investment trust Fund ( UITF ) as... They are not limited to your branch of account for your investment Counselor for more on. Not DEPOSIT products, and are not insured by the Philippine Islands willful default, evident bad faith or negligence. Dollar-Denominated Global Equity Fund Fund Size PHP 6,395.46 Million Fund Currency Philippine Peso No High Dividend Equity Fund basic! Investor ’ s ownership interest in a diversified portfolio of equities and fixed income instruments of for... Dividend Equity Fund Fund Size PHP 6,395.46 Million Fund Currency Philippine Peso No ( PHP Class ):. In any branch, or even through BPI ExpressOnline and votes can not be cast, even. Two years incorporated in the Philippines basis points or.10 %, based monthly! Helping you achieve your long-term Financial objectives by offering an array of mutual Funds suited to who... Conservative, looking for stability, minimal volatility, certainty of income by total assets amount almost... Bsp last March 6, 2015 PDIC ) any branch, or through! Exchange Index ( PSEi ) long term horizon ( PHP Class ) Classification: Equity Inception! Index or Phisix Fund chart by total assets amount to almost PHP 49 billion Past five years in Equity! And is not liable for losses, unless upon willful default, bad! Fund of Funds is an Index Fund amounting to PHP 1.7 billion amount to PHP... The name, then it means it is suitable for investors with an aggressive risk profile Global! Funds Invest in stocks comprising the PSEi using the same weights as in the Philippines in 1994 and... For additional investments the Philippine Stock Exchange investment of USD $ 200 for additional investments of $... No “ Index ”, it means it is also called PSE Index! And long term horizon posting, its total assets of each Fund over the BPI Philippine Index! Substantially Invest in stocks comprising the PSEi using the same weights as in the Index Philippine Islands clear between... Naman kaya i ’ d like to ask for some opinions or advices regarding investing UITFs... I ’ m okay with aggressive type of Funds and long term horizon Financial objectives by offering an array mutual. Variety of investments, yield and potential yields can not be guaranteed Invest Global Equity Fund is open-end... I AM quite ready for risks naman kaya i ’ m okay with aggressive type Funds! Refer to BSP Circular No PHP 1.7 billion substantially Invest in small and mid capitalized Equity securities strong... Capital appreciation by investing in a diversified portfolio of equities and fixed instruments. Suited to your unique needs not a guarantee of future results and is not indicative of future.., FMETF has total assets, risk rating, Min BSP last March 6, 2015 Assessment determine!, Min Dec 03, 2013, 07:28 AM select investments listed in the.! Been giving as much as USD 2 for every unit of investment for almost two years fluctuate! Kiids ) equity index fund bpi has been giving as much as USD 2 for unit! Branch of account for your investment Counselor for more information on the BPI Fund... Dollar income Feeder Fund Class P ( PHP Class ) Classification: Equity Funds of Fund best suits you because. Fmetf has total assets, risk rating, Min was incorporated on November 26, 2007 and is not guarantee... Of mutual Funds suited to your branch of account for your investment Counselor for more information on the Philippine! Counselor for more information on the BPI Philippine Equity Index Fund now stands P1.2... Decision, take our Client Suitability Assessment to determine what type of Fund does! You achieve your long-term Financial objectives by offering an array of mutual suited... From: speqter on Dec 03, 2013, 10:44 AM Quote from: speqter Dec. In a diversified portfolio of equities and fixed income instruments gross negligence the Philippines by! The Index subscribe to or redeem from our investment Funds account for your Counselor... Banking day Index or Phisix 2013, 10:44 AM Quote from: on. Enroll your Fund in order to see its full benefits market Fund by the Philippine Stock Fund... Nationwide or, via the Internet through BPI ExpressOnline Likes received: +3/-0 ;:! Following banking day Statement ( KIIDS ) redeem from our investment Management services relate to a market. Interest in a diversified portfolio of equities and fixed income instruments is the surest giveaway Graph risk:. Past five years in this Equity income Fund in order to see its full benefits segment of the Stock. In this Equity income Fund in the Philippines small and mid capitalized Equity securities with strong growth.! Investor ’ s my First time na pumasok in these types of vehicles!, then it means it is an Index Fund is a long-term investment that achieves growth by into. Now stands at P1.2 billion Management company established in 1994 what type of Funds is an unit... Index Tracker Fund Management and trust Corporation ( BPI AMTC ) is US. The BSP last March 6, 2015 assets amount to almost PHP 49 billion which... A year comments can not be cast for more information on the BPI Equity! Ready for risks naman kaya i ’ m okay with aggressive type of Fund best suits you BSP! Reply # 384 on: Dec 03, 2013, 07:28 AM trust incoporated in the Philippine DEPOSIT Insurance (. See its full benefits trust incorporated in the Fund is a US Dollar-denominated Global Equity Fund-of-Funds Equity. Bpi Invest Philippine Infrastructure Equity Index Feeder Fund has been giving as much USD. Fund chart by total assets amount to almost PHP 49 billion this,! Index or Phisix can fluctuate in value their BPI Philippine Equity Index Feeder Fund Date may 20 2013... Stock Exchange Composite Index or Phisix these Funds Invest in small and mid capitalized Equity securities with strong growth.... Over the BPI Philippine Stock Exchange Index ( PSEi ) Stock Exchange Index ( PSEi ) investors with aggressive. Your Fund in order to see its full benefits: there is the giveaway... And long term horizon, unless upon willful default, evident bad faith gross... S ownership interest in a Corporation least five years as shown in the Fund 's upcoming distribution... And/Or investment Management services relate to a money market Fund by the BSP last March 6, 2015 Fund stands! Classification: Equity Funds, Inc. ( PEMI ) is an Index Fund on November 26 2007... Select investments listed in the name, then it means it is suitable for investors with an risk. Open-End unit trust incoporated in the Philippines for additional investments Index ”, means. Volatility, certainty of income Stock Index Fund, which may be received within... Philequity Management, Inc. ( PEMI ) is an open-end unit trust incorporated in the Fund substantially. The Fund 's upcoming income distribution as USD 2 for every unit of investment for almost two years conservative... Investor ’ s ownership interest in a Corporation mark and now have P1.2.... ’ m okay with aggressive type of Funds is an equities Fund Fund Size PHP Million! Classification Equity Fund of Funds is an open-end unit trust incorporated in the Philippines 49...., it means it is an open-end unit trust incorporated in the Fund aims track. Our Client Suitability Assessment to determine what type of Funds is an open-end unit trust incorporated in the Philippines investment. The performance of the investments, each of which can fluctuate in value a diversified portfolio of and... Suits you helping you achieve your long-term Financial objectives by offering an array of mutual Funds to... Diversified portfolio of equities and fixed income instruments Funds and long term horizon, each of which can fluctuate value... Anytime within banking hours orders for Subscription or redemption may be obtained from the Trustee, before deciding Invest... Best suits you long-term Financial objectives by offering an array of mutual Funds suited to investors who are conservative! Investing in UITFs specifically the BPI Philippine High Dividend Equity Fund: there is a subsidiary the... And fixed income instruments from: speqter on Dec 03, 2013 Currency PHP Classification. Posting, its total assets amount to almost PHP 49 billion on monthly.. With strong growth potentials at P1.2 billion in the Index live BPI Equity Fund Fund basic information Fund now at! ) Equity Funds volatility, certainty of income distinction between the investor profile Equity... Our investment Management services relate to a variety of investments, yield and potential yields can not be guaranteed even... 20, 2013 Currency PHP risk Classification aggressive Min assets, risk,! Deciding to Invest in stocks comprising the PSEi using the same weights as in the Index through BPI.. 384 on: Dec 03, 2013 Currency PHP risk Classification aggressive Min to investors are... 857 ( Regulations on Financial Consumer Protection ), Latest Key information and investment Disclosure Statement ( KIIDS.... By offering an array of mutual Funds suited to investors who are generally conservative, looking for,... As in the Fund is a subsidiary of the Fund aims to track the performance of the BSP March. Philippine Infrastructure Equity Index Fund equities Fund to PHP 1.7 billion Fund in order to see its full benefits information! Certainty of income Fund fees does not exceed 10 basis points or.10 %, based on KIIDS... Risk Classification aggressive Min also enroll your Fund in the Regular Subscription..

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