- BPI PERA Equity Fund Fund KIIDS August 2023
- BPI PERA Equity Fund Fund KIIDS July 2023
- BPI PERA Equity Fund Fund KIIDS June 2023
- BPI PERA Equity Fund Fund KIIDS May 2023
- BPI PERA Equity Fund Fund KIIDS April 2023
- BPI PERA Equity Fund Fund KIIDS March 2023
- BPI PERA Equity Fund Fund KIIDS February 2023
- BPI PERA Equity Fund Fund KIIDS January 2023
Strengthen your retirement plan
Utilize your funds over the long term and maximize your earning potential by investing in an equity fund.
Receive tax-free distributions upon age 55 and completion of at least 5 yearly contributions.
Enjoy a tax credit equivalent to 5% of your yearly total contribution.
Available directly through BPI Wealth.
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|
|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|
|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|
Please pick a date range below to view graphical history data. Fund perfomance data is available except on public holidays and weekends.
BPI PERA Money Market Fund
BPI PERA Government Bond Fund
BPI PERA Corporate Income Fund
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.