BPI PERA Equity Fund

The Fund intends to achieve long term capital growth from a diversified portfolio of equity securities issued by Philippine domiciled companies.

Features

Strengthen your retirement plan

Utilize your funds over the long term and maximize your earning potential by investing in an equity fund.

Tax-free distributions

Receive tax-free distributions upon age 55 and completion of at least 5 yearly contributions.

Tax credit

Enjoy a tax credit equivalent to 5% of your yearly total contribution.

Exclusive access

Available directly through BPI Wealth.

Overview

The Fund intends to achieve long term capital growth from a diversified portfolio of equity securities issued by Philippine domiciled companies. The benchmark of the Fund is the Philippine Stock Exchange Index.

BPI PERA Equity Fund
Fund classification	Equity Funds
Base currency	Peso
Launch date	Dec 19, 2016
Minimum initial investment	Php 1,000
Minimum transaction amount	None (Transaction amount must be equivalent to at least 0.0001 unit)
Minimum holding period	N/A
Early redemption penalty	N/A
Trust fee	1.50%
Valuation of the fund	Marked-to-market daily
Cut-off time	2:00 PM
Subscription settlement	Day 2
Redemption settlement	Day 3 end-of-day
Pricing schedule	Day 1 end-of-day
Recommended investment horizon	At least 5 years
Target fund	N/A

NAVPU graph

Please pick a date range below to view graphical history data. Fund perfomance data is available except on public holidays and weekends.

Downloadable files

Audited Financial Statements

English

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Plan Rules

English

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BPI PERA Equity Fund KIIDS archive

2024

2023

2022

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Other BPI PERA Funds

BPI PERA Money Market Fund

The Fund intends to achieve liquidity and stable income from a diversified portfolio of pri...

BPI PERA Government Bond Fund

The Fund intends to achieve capital appreciation and income from a diversified portfolio of...

BPI PERA Corporate Income Fund

The Fund intends to achieve capital appreciation and income from a diversified mix of pref...

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At BPI Wealth, we are committed to providing our customers with superior services. Your opinions or suggestions regarding our products and services will enable us to serve you better. To share your opinions or suggestions, you may contact us through the following channels:

Please contact us through:

Phone

(+632) 889-10000

This is our 24-hour hotline number.
email

bpiwealth@bpi.com.ph

For concerns about starting or management of your investments, please send us an email to this address.

These are NOT DEPOSIT products. Earnings are not assured and principal amount invested is exposed to risk of loss. These products cannot be sold to you unless the benefits and risks have been throughly explained. If you do not fully understand these products, do not purchase or invest.

Unit Investment Trust Funds (UITFs) are NOT DEPOSIT products and are not an obligation of, or guaranteed, or insured by BPI Wealth or Bank of the Philippine Islands (BPI) or its affiliates or subsidiaries, and are not insured by the Philippine Deposit Insurance Corporation (PDIC). Due to the nature of the investment, yield and potential yields cannot be guaranteed. Any income or loss arising from market fluctuations and price volatility of securities held by a UITF, even if invested in government securities, is for the account of the investor/trustor. As such, units of participation of the investor/trustor in a UITF, when redeemed, may be worth more or be worth less than his/her initial participation/contribution. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. BPI Wealth is not liable for losses, other than due to willful default, evident bad faith or gross negligence. Investors are advised to read the Declaration of Trust of the relevant UITF before deciding to invest.

For inquiries and comments, please send an email to bpiwealth@bpi.com.ph or call us at (+632) 889-10000.

BPI Wealth – A Trust Corporation is regulated by the Bangko Sentral ng Pilipinas. https://www.bsp.gov.ph

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