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Strengthen your retirement plan

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

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Tax-free distributions

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

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Tax credit

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

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Exclusive access

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 classificationEquity Funds
Base currencyPeso
Launch date Dec 19, 2016
Minimum initial investmentPhp 1,000
Minimum transaction amountNone (Transaction amount must be equivalent to at least 0.0001 unit)
Minimum holding periodN/A
Early redemption penaltyN/A
Trust fee1.50%
Valuation of the fundMarked-to-market daily
Cut-off time2:00 PM
Subscription settlementDay 2 
Redemption settlementDay 3 end-of-day
Pricing scheduleDay 1 end-of-day
Recommended investment horizon At least 5 years
Target fundN/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




Plan Rules




BPI PERA Equity Fund KIIDS archive

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BPI PERA Money Market Fund

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BPI PERA Government Bond Fund

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Contact us

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
    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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