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level 1. 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. Typically, these funds invest in stocks, which are considered equity because they represent an investor’s ownership interest in a corporation. 118.90 … One such UITF is the BPI Invest Philippine Equity Index Fund (BPIPEIF). 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 Orders received after cutoff will automatically be booked the following banking day. b. BPI Invest Balanced Fund. 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. Investors need to stay for at least five years in this equity income fund in order to see its full benefits. The fund has beaten the Morgan Stanley Capital International (MSCI) World Index over four-year returns, despite various periods of … BPI Philippine Consumer Equity Index Fund Equity Funds. BPI INVEST PHILIPPINE EQUITY INDEX FUND. Click here to know more about the RSP. If there is the word “index” in the name, then it means it is an index fund. 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 … BPI Invest US Equity Index Feeder Fund Class P (PHP Class) Classification: Equity Funds Inception Date. The objective of the Fund is to invest in small and mid capitalized equity securities with strong growth potentials. INVESTMENT OBJECTIVE The Fund aims to achieve long-term capital appreciation by investing in a diversified portfolio of equities and fixed income instruments. Equity fund. 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. 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. 857 (Regulations on Financial Consumer Protection), Latest Key Information and Investment Disclosure Statement (KIIDS). 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. I then dug up the All funds/products managed by BPI Asset Management and Trust Corporation are Trust and/or Investment Management Funds. 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. 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. share. This Fund is available under the Regular Subscription Plan. As of this posting, its total assets amount to almost PHP 49 billion. 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. Philequity Management, Inc. (PEMI) is an investment management company established in 1994. 93.17 -3.8989-3.8791. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. 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. BPI AMTC customers can subscribe to BPI Invest Global Equity Fund-of-Funds for as low as US$500. You can subscribe to or redeem from our investment funds in any branch, or even through BPI ExpressOnline. Philippine Dollar Bond Index Fund A Bond Index Fund that requires an initial investment of USD$ 500 and USD$ 200 for additional investments. BPI-Philam Equity Index Fund 2 NAVPU Graph Risk Warning: Past performance is not indicative of future results. Min. Find our live Bpi Equity Fund fund basic information. Fund Prospectus Fund Fact Sheet. It’s my first time na pumasok in these types of investment vehicles. Bpi philam equity index fund 2. So, if you look at individual asset classes, equities are riskier than bonds The name of the fund is the surest giveaway. It was approved for conversion. 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 Equity Index Fund: None: 1% per annum + fund expenses payable to third parties, i.e., custodian, external auditor fees, etc. Aggressive Min. report. Peso Equity Index Fund. The Metro Equity Fund is a long-term investment that achieves growth by diversifying into select investments listed in the Philippine Stock Exchange. BPI Invest Global Equity Fund of Funds is an open-end unit trust incorporated in the Philippines. I am quite ready for risks naman kaya I’m okay with aggressive type of funds and long term horizon. The Fund shall Read more about the Fund's upcoming income distribution. BPI Invest Philippine Consumer Equity Index Fund is an open-end unit trust incoporated in the Philippines. 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). 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). 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. The Fund aims to track the performance of the Philippine Stock Exchange Composite Index (PSEi). 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 AMTC has the most comprehensive line of index funds and products, which cover major asset classes, various industries, both domestic and global. As of this posting, its total assets amount to almost PHP 49 billion. Does the BPI Philippine Stock Index Fund have any advantage over the BPI Philippine Equity Index Fund? save. 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. PAMI EQUITY INDEX FUND. 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. BPI INVEST GLOBAL EQUITY FUND-OF-FUNDS. 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. The ALFM Growth Fund was incorporated on November 26, 2007 and is classified under the equity fund segment of the mutual fund industry. 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. BPI-Philam Equity Index Fund NAVPU Graph Risk Warning: Past performance is not indicative of future results. View & analyze the 0P0000I39B fund chart by total assets, risk rating, Min. *annual total of fund fees does not exceed 10 basis points or .10%, based on monthly KIIDS. BPI Philippine Equity Index Fund Classification: Equity Funds Inception Date May 20, 2013 Currency PHP Risk Classification Aggressive Min. I then dug up the total assets of each fund over the past five years as shown in the chart. Our investment management services relate to a variety of investments, each of which can fluctuate in value. 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. The BPI Investment Funds are best suited to investors who are generally conservative, looking for stability, minimal volatility, certainty of income. Fund, which may be obtained from the Trustee, before deciding to invest. 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. 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. 10% projected growth? Hello! 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. New comments cannot be posted and votes cannot be cast. Paseo De Roxas, Makati City, 1226. 6. Equity as an asset class is risky. Sort by. 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. This thread is archived. As a BPI Investment Fund participant, you are not limited to your branch of account for your investment fund transactions. This fund has been awarded Best Managed Fund of the Year for the Dollar Equity … BPI Philippine Infrastructure Equity Index Fund KIIDS Archive. Before making any investment decision, take our Client Suitability Assessment to determine what type of fund best suits you. Bpi philam equity index fund 2. BPI Philippine Equity Index Fund Equity Funds. Equity funds are riskier. 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. Inception Date October 25, 2011 Fund Classification Equity Fund Fund Size PHP 6,395.46 Million Fund Currency Philippine Peso No. 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 hide. The Fund aims to achieve long-term capital growth. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. BPI Asset Management is not liable for losses, unless upon willful default, evident bad faith or gross negligence. 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 It is also called PSE Composite Index or Phisix. 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 As such it is regulated under the SEC instead of the BSP. If there is the word “equity” but no “index”, it means it is an equities fund. I was able to open an account with BPI to subscribe to their BPI Philippine High Dividend Equity Fund. 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. 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). Read more about the Fund's upcoming income distribution. 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. One such UITF is the BPI Invest Philippine Equity Index Fund (BPIPEIF). 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. The Trust Fee is 1.50%. 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. 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. You can also invest anytime as your orders for subscription or redemption may be received anytime within banking hours. The fund is designed to achieve income growth and investment returns that closely track the total return of the Philippine Stock Exchange Index (PSEi). You may also enroll your fund in the Regular Subscription Plan. Close. Wills. Find our live Bpi Equity Fund fund basic information. 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. Fund Manager BPI Investment Management Inc. I’d like to ask for some opinions or advices regarding investing in UITFs specifically the BPI US Equity Index Feeder Fund. Our investment management services relate to a variety of investments, each of which can fluctuate in value. In comparison, FMETF has total assets amounting to PHP 1.7 billion. Access our investment funds through any of the BPI Branches nationwide or, via the Internet through BPI ExpressOnline. of Holdings 31 Fund Management Fee 1.50% per annum The Fund aims to track the performance of the … 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. This differs from the other equity fund in that it is a mutual fund managed by BPI Investment Management Inc., a subsidiary of BPI. They are NOT DEPOSIT products, and are not insured by the Philippine Deposit Insurance Corporation (PDIC). 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. PHP Risk Classification . 6. to a money market fund by the BSP last March 6, 2015. In comparison, FMETF has total assets amounting to PHP 1.7 billion. Due to the nature of the investments, yield and potential yields cannot be guaranteed. a. BPI Invest Short Term Fund. INVESTMENT OBJECTIVE The Fund aims to achieve long-term capital appreciation by investing in a diversified portfolio of equities and fixed income instruments. 2.6034. 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. 93.60 -2.8239-5.2152. Related: Best Index Funds to Invest in the … It is composed of the top 30 companies that are carefully selected on … 'We have breached the P1 billion mark and now have P1.2 billion in the fund in just over a year. Archived. The ALFM Growth Fund was incorporated on November 26, 2007 and is classified under the equity fund segment of the mutual fund industry. BPI Invest Philippine Infrastructure Equity Index Fund is an open-end unit trust incorporared in the Philippines. Equity fund: There is a clear distinction between the investor profile for equity and index funds. 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. Ask your Investment Counselor for more information on the BPI Investment Funds. c. BPI Invest Philippine Infrastructure Equity Index Fund. 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. Due to the nature of the investments, yield and potential yields cannot be guaranteed. 100% Upvoted. 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. Initial Participation. Nov 11, 2019 Currency. The BPI Philippine Consumer Equity Index Fund now stands at P1.2 billion. 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. Examples are: First Metro Save and Learn Philippine Index Fund and PNB Phil- Index Tracker Fund. 11 months ago. Posted by 11 months ago. Welcome. The Fund shall substantially invest in stocks comprising the PSEi using the same weights as in the index. To know your rights please refer to BSP Circular No. View & analyze the 0P0000I39B fund chart by total assets, risk rating, Min. The Fund is a US Dollar-denominated global equity unit investment trust fund (UITF) structured as a feeder fund. BPI Philippine High Dividend Equity Fund Equity Funds. 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. 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). This reflects the appetite of investors for the fund,' said BPI Asset Management and Trust Corp. (BPI … 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. 9 comments. BPI Invest US Equity Index Feeder Fund Class P (PHP Class) Equity Funds. None: 0.16% since inception (KIIDS 29 June 2018) BPI Asset Management and Trust Corporation (BPI AMTC) is a subsidiary of the Bank of the Philippine Islands. The Trustee is not liable for losses, unless upon willful default, evident bad faith or gross negligence. About BPI Invest Philippine Equity Index Fund BPI Invest Philippine Equity Index Fund is an open-end unit trust incorporated in the Philippines. Insurance. Insurance. 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. PHP 50,000.00 Remarks. BPI Invest US Dollar Income Feeder Fund has been giving as much as USD 2 for every unit of investment for almost two years! Reply #384 on: Dec 03, 2013, 10:44 AM Quote from: speqter on Dec 03, 2013, 07:28 AM. 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. PMT Jedi 2500; Posts: 2,774; Likes Received: +3/-0; Re: BPI Philippine Equity Index Fund. best. 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. 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. The Trust Fee is 0.25%. The fund aims to provide returns in excess of the return of the Philippine Stock Exchange index (PSEi). The said fund, which was launch on May 20, 2013, is named BPI Philippine Equity Index Fund. Trustors are advised to read the Declaration of Trust, which may be obtained from the office of the Trustee, before deciding to invest. … Additional Participation. It is suitable for investors with an aggressive risk profile. … Next is another equity index fund, the ALFM Philippine Stock Index Fund. investment, market cap and category. Update lang and rant na din. 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. investment, market cap and category. 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. 117.05 12.0954. We are committed to helping you achieve your long-term financial objectives by offering an array of mutual funds suited to your unique needs. Initial Participation PHP 10,000.00 Remarks Min. 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. 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