Snapshot | Description | Features | Fund Performance | Description. The list below is from the official document released by the Securities and Exchange Commission. Growth Rate (CAGR, %) as of February 05, 2021. Also for consideration is PhilEquity PSE Index Fund because of its convenience, low tracking error, and solid track record. With PPSE, you don’t need to figure out the composition of the PSEi from day to day and use up large amounts of your money just to be able to buy the stocks which compose the index. Its closest competitor, East West, is … The PSEI today is the overall performance yardstick of our local stock market, composed of 35 blue chip stocks. In particular, the flagship Philequity Fund, Inc. has garnered multiple awards from local and foreign agencies for its consistent track record of outstanding returns. All rights reserved. Management and Operation Fees When it come to trust fees, First Metro’s 0.50% management fee cannot be beat. First let me clarify that currently no fund in the Philippines is traded- … This fund is not actively traded. Copyright © 2007 Philequity. the Philippine Stock Exchange Index (PSEi) by buying and selling a proportionate number of shares of the stocks that compose the PSEi. In this episode of our Product Review Series, we will review PhilEquity PSE Index Fund. Fund Features Type of Fund: Long-term, growth oriented, open-ended equity index mutual fund Incorporation Date: February 22, 1999 Authorized Capital: Php1 Billion with par value of Php1.00 Taking into consideration the fund’s ability to manage risk, the fund has equally earned several accolades for its risk-adjusted performance relative to its peers. Minimum holding period is 90 days. According to our Forecast System, Philequity Pse Index Fund fund is a very good long-term (1-year) investment*. Index funds are funds that try to mirror the growth story of a market, an asset type, or industry. For investors who will exit in less than 90 days, there is a fee of 1 percent. It is also called PSE Composite Index or Phisix. Index funds. Public Holidays - February. The Fund is suitable for investors who seek significant capital returns over the medium to long term and is prepared to risk a substantial portion of … Snapshot The objective of the Fund is to invest in small and mid capitalized equity securities with strong growth potentials. Please be advised that our office will be closed on the following dates as declared by Malacanang Proclamation No. Philequity’s annual management fee for this new fund is 1.5 percent a year. PEMI is proud to be the investment manager and principal distributor of the leading mutual funds in the Philippines. Now I’ve written a separate article on how to avoid paying the sales load when investing in mutual funds. Philequity Management, Inc. (PEMI) is an investment management company established in 1994. In this comparison though, let’s assume that this fee has to be paid. "Philequity Pse Index Fund" fund predictions are updated every 5 minutes with latest exchange prices by smart technical market analysis. The Fund's objective is to generate income and achieve capital appreciation. In the Philippines, the stock index or Philippine Stock Exchange index is composed of the country’s 30 largest companies like Jollibee, Aboitiz, BPI, etc. PEMI is proud to be the investment manager and principal distributor of the leading mutual funds in the Philippines. Our other funds, Philequity PSE Index Fund, Inc., Philequity Dividend Yield Fund, Inc., Philequity Peso Bond Fund, Inc. and Philequity Dollar Income Fund, Inc. have likewise earned several awards in their respective categories. Figuring out how to transact with Philequity. Try to compare its performance with other index funds, and also with FMETF. Venturing into the exciting world of investments? Philequity PSE Index Fund: 4.5987: February 03, 2021: Composite Index: 6859.46: Composite Index Points Movement-8.42: Composite Index Percentage Movement-0.12%: News & Events . It is different from the Philippine Stock Exchange Index. All rights reserved. Philequity Peso Bond Fund is an open-end mutual fund incorporated in the Philippines. Philequity Fund (XPEEQ) or PHILEQT:PM (Bloomberg Ticker) is an Equity Mutual Fund managed by Philequity Management, Inc. (PEMI). Transfer Agent Banco de Oro Unibank, Inc. Bloomberg Ticker PHILEQT PM Equity 0.60% -1.16% -0.74% 0.75% 1.34% 0.13% 5.05% YTD 2019 2018 2016 2015 2014 2013 2012 2011 Snapshot | Description | Features | Fund Performance | Features. The Philippine Stock Exchange index (PSEi), for example, is down 27% from January to April 2020. Philequity PSE Index Fund, Inc More Info These fund is also known as PEPIFI. COL Key Highlights FUND CATEGORY EQUITY INDEX FUND COL RISK RATING NAV per share 3.949 Fund Provider Philequity Management, Inc. Fund Inception 02/22/1999 Minimum Subscription Php1,000 Minimum Additional Investment Php500 Management Fee 1.00% p.a. There is a passive fund in the Philippines -- its called PHILEQUITY PSE INDEX FUND (Bloomberg Ticker PHILPSE:PM). Wilson L. Sy View & analyze the 0P0000I35X fund chart by total assets, risk rating, Min. For investors who are looking for an investment which mirrors the performance of the Philippine Stock Exchange Index (PSEi), Philequity PSE Index Fund (PPSE) is the perfect solution. Philequity PSE Index Fund: 4.7888: January 21, 2021 Composite Index: 7140.29: Composite Index Points Movement-3.01: Composite Index Percentage Movement-0.04%: Welcome. Since these index funds are not giving out any dividends, they should actually be easily beating the PSEi. At the start of 2019, we launched our newest fund – the Philequity MSCI Philippines Index Fund. Philequity has been cited as the best performing equity mutual fund in the Philippines because of its excellent performance and numerous awards by ICAP (Investment Company Association of the Philippines). It is composed of 35 blue-chip stocks and tracks their performance from day to day. Find out the NAVPS of any of our funds on a specific day by selecting the appropriate date below. In the country, the list is called the Philippine Stock Exchange index or PSEi, which can be called either just the stock index or index. Investment Objective The Fund aims to provide investors with a total return which reflects the return of the Philippine Stock Exchange Composite Index (PSEi) by investing in a diversified portfolio of stocks that so far as practicable consists of the component companies of the PSEi. We are committed to helping you achieve your long-term financial objectives by offering an array of mutual funds suited to your unique needs. His invention was a way for investors to mimic a particular market’s performance but at a much lower cost than what mutual funds charge. Recognized for its outstanding investment performance since its inception in 1994, Philequity Fund (PEFI) is the best option for investors who want to invest in the stock market but do not have the time and expertise to do so. On Bloomberg.com, 5-year returns (to 12/6/19) PSEi Index: 7.99%. February 02, 2021 Composite Index: 6867.88: Composite Index Points Movement: 53.12: Composite Index Percentage Movement: 0.78% Philequity PSE Index Fund: 4.5691: February 01, 2021 Composite Index: 6814.76: Composite Index Points Movement: 202.14: Composite Index Percentage Movement: 3.06%: Historical NAVPS . Philequity PSE Index Fund is an open-end mutual fund incorporated in the Philippines. "Should I trade "0P0000I35X" fund today?" Benchmark Philippine Stock Exchange Index External Auditor SGV & Co. This fund is based on the Philippine Stock Exchange index, otherwise known as PSEI. Find our live Philequity Pse Index Fund fund basic information. Philequity PSE Index Fund: 4.8359: December 07, 2020 Composite Index: 7203.67: Composite Index Points Movement: 69.11: Composite Index Percentage Movement: 0.97%: Philequity Fund, Inc. Philequity PSE Index Fund, Inc. Copyright © 2007 Philequity. The Philippine Stock Exchange is a company that's also listed in the stock market. Philequity PSE Index Fund: 8.33%. Our funds have been recognized year after year by the Philippine Investment Funds Association (PIFA) for their excellent returns. Fund Manager Philequity Management Inc. Our funds have been recognized year after year by the Philippine Investment Funds Association (PIFA) for their excellent returns. 986 issued on July 30, 2020: FMETF: 13.79%. All you need to do is buy shares in the mutual fund. Philippine Stock Exchange Index (PSEi) Why Index Funds Were Created The first index fund was created in 1975 by Jack Bogle, the founder and CEO of The Vanguard Group. Philequity Management, Inc. (PEMI) is an investment management company established in 1994. We have received questions from investors about our new index fund. Historical index: D "Should I invest in Philequity Pse Index Fund fund?" PEMI is proud to be the investment manager and principal distributor of the leading mutual funds in the Philippines. Philequity Management, Inc. (PEMI) is an investment management company established in 1994. BPI Philippine Equity Index Fund: 8.25%. Top Ten Holdings Sector Issue Industry SM Investments Corp. Holding Firms Ayala Land, Inc. SM Prime Holdings, Inc. Property Property PhilEquity PSE Index Fund Ayala Corp. BDO Unibank, Inc. Universal Robina Corp. Investment funds, traders, and investors in general similarly compare the returns of their portfolio to the index. On the table, the Philippine Stock Index Fund from ALFM company is chosen among mutual funds because it has the least entry fee or sales load. The Philippine Stock Exchange Index (PSEi) is the benchmark for the over-all performance of our local stockmarket. Unlike the actively managed fund, the starting investment is P 50,000. Thus Equity Funds that are invested in the PSE … Philequity PSE Index Fund, Inc Type of Fund: Long-term, growth oriented, open-ended equity index mutual fund Incorporation Date: February 22, 1999 Authorized Capital: Php100 Million with par value of Php1.00 Custodian Bank & Transfer Agent: Philippine Depository and Trust Corp./ Banco De Oro External Auditor: SyCip Gorres Velayo and Co. investment, market cap and category. Read more on how the Philequity mutual funds can help bring you closer to your financial objectives. 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