- BPI PERA Government Bond Fund KIIDS August 2023
- BPI PERA Government Bond Fund KIIDS July 2023
- BPI PERA Government Bond Fund KIIDS June 2023
- BPI PERA Government Bond Fund KIIDS May 2023
- BPI PERA Government Bond Fund KIIDS April 2023
- BPI PERA Government Bond Fund KIIDS March 2023
- BPI PERA Government Bond Fund KIIDS February 2023
- BPI PERA Government Bond Fund KIIDS January 2023
Tax-exempt investment income
PERA investments can potentially earn higher than regular investment returns due to its favorable tax features.
Enjoy a tax credit equivalent to 5% of your yearly total contribution.
Receive tax-free distributions upon age 55 and completion of at least 5 yearly contributions.
Available directly through BPI Wealth.
The Fund intends to achieve capital appreciation and income from a diversified portfolio of primarily long term fixed income securities issued by the Republic of the Philippines. The benchmark of the Fund is the BPI Philippine Government Bond Index.
|BPI PERA Government Bond Fund|
|Fund classification||Bond 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|
|Trust fee||1.00% p.a.|
|Valuation of the fund||Marked-to-market daily|
|Cut-off time||2:00 PM|
|Subscription settlement||Day 2|
|Redemption settlement||Day 2 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 performance data is available except on public holidays and weekends.
BPI PERA Money Market Fund
BPI PERA Corporate Income Fund
BPI PERA Equity 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.