- BPI Catholic Values Global Equity Feeder Fund KIIDS July 2023
- BPI Catholic Values Global Equity Feeder Fund KIIDS June 2023
- BPI Catholic Values Global Equity Feeder Fund KIIDS May 2023
- BPI Catholic Values Global Equity Feeder Fund KIIDS April 2023
- BPI Catholic Values Global Equity Feeder Fund KIIDS March 2023
- BPI Catholic Values Global Equity Feeder Fund KIIDS February 2023
- BPI Catholic Values Global Equity Feeder Fund KIIDS January 2023
Be a catalyst for positive change
Achieve attractive risk-adjusted returns while investing aligned with your values. The Fund observes active ownership where companies you invest in are encouraged to improve their policies and practices.
Globalize your Peso
Access the global markets with your Philippine Pesos. No need to convert your funds or open a Dollar deposit account.
View and transact online
Subscribe, redeem, and view your quarterly Investment Fund Statements conveniently through Investments Online on the BPI App.
Top-up your investments automatically monthly or quarterly through the Regular Subscription Plan (RSP).
*Fund price is updated after 12NN on the next banking day. Price data are for information purposes only and shall not be conclusive unless otherwise verified and validated against the records of BPI Wealth.
The Fund, operating as a Feeder Fund, intends to achieve long-term capital growth by investing in a Target Fund that invests in stocks based on Catholic ethical, environmental, social, and governance metrics. The benchmark of the Fund is the MSCI All Country World Index (PHP).
|BPI Catholic Values Global Equity Feeder Fund|
|Fund classification||Equity Funds|
|Launch date||May 22, 2017|
|Minimum initial investment||Php 50,000|
|Minimum transaction amount||Php 10,000|
|Minimum holding period||None|
|Early redemption penalty||None|
|Trust fee||0.50% p.a.|
|Valuation of the fund||Marked-to-market daily|
|Cut-off time||2:00 PM|
|Subscription settlement||Day 2|
|Redemption settlement||Day 8 end-of-day|
|Pricing schedule||Day 2|
|Recommended investment horizon||At least 5 years|
|Target fund||CBIS World Equity Fund|
Please pick a date range to view historical data in graph or table form.
Regular Subscription Plan
Build-up your wealth by investing regularly and grow your investment for as low as Php 1,000.
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) 889-10000This is our 24-hour hotline number.
firstname.lastname@example.orgFor concerns about starting or management of your investments, please send us an email to this address.