Track and monitor the performance of all mutual funds in the Philippines. F ilter and sort the mutual funds using performance, suitable funds based on your risk profile, fund type, currency, or fund provider. ATRAM AsiaPlus Equity Fund ATRAM Philippine Equity Opportunity Fund Inc. First Metro Philippine Equity Exchange Traded Fund Inc. First Metro Save and Learn Equity Fund Inc. Philam Strategic Growth Fund Inc. Philequity Divident Yield Fund Inc. Philequity Fund Inc. Philequity PSE Index Fund Inc. Philippine Stock Index Fund Corp. The following table is updated regularly to reflect the Net Asset Value Per Share (NAVPS) of all mutual funds in 1-yr, 3-yr, 5-yr, and YTD basis. Unlike the actively managed fund, the starting investment is P 50,000. CTBC Bank – Sun Life Philippine Stock Index Feeder Fund: Peso: UITF-9.05%: PAMI Equity Index Fund, Inc. Awesome Inc. theme. INVESTMENT OBJECTIVE Examples of an “index” include the Philippine Stock Exchange index (PSEi), which lists the top 30 companies who are publicly traded in the stock market (see table below).. We made sure to make investing as personally-fit as possible to your needs. In the past 3 years, both BPI and Philequity have closely tracked the PSEi, In the past 5 years, Philequity has significantly outperformed both BPI and the PSEi. Philequity Management Inc. (PEMI) Philequity Fund (Peso Equity Fund) Philequity PSE Index Fund (Peso Equity Index Fund) Philequity Peso Bond Fund (Peso Bond Fund) Philequity Dollar Income Fund (Dollar Bond Fund) Address: Suite 2004-A, East Tower, Philippines Stock Exchange Centre Exchange Road, Ortigas Center, Pasig City Contact Number: 689-8080 1 - Launch date is September 28, 2019. Benchmark returns are estimates of COL. x Equity index fund with as high as 100 % equity exposure (from 95 % -5 % equity -cash mix) and aims to mimic the performance of the Philippine Stock Exchange Index (PSEi) x Historically, the fund has closely matched the returns of the index over the SB High Dividend Peso Equity Fund aims to achieve total returns through income growth and long-term capital appreciation by investing in listed equity securities of Philippine companies that offer high dividend payouts. The Philequity Fund Inc is also known as PEFI. The Fund was created as an index tracker fund of the Philippine Stock Exchange Composite Index (PSEi). View stock market news, stock market data and trading information. Benchmark - Benchmark of the fund is 100% PSEi. In this episode of our Product Review Series, we will review PhilEquity PSE Index Fund. Benchmark Philippine Stock Exchange Index 3 - Adjusted due to stock dividend issuance last October 9, 2019. 4 - Renaming was approved by the SEC last October 12, 2018 (formerly, One Wealthy Nation Fund, Inc.). Peso: Mutual fund-9.21%: Philequity MSCI Philippine Index Fund, Inc. Philequity and BPI's Stock Index Funds: An Objecti... Computing for the "Fundamental" P/E Ratio. For investors who … Anu po ba ang ibig sabihin for example Philequity Fund na 22.65%? There is a passive fund in the Philippines -- its called PHILEQUITY PSE INDEX FUND (Bloomberg Ticker PHILPSE:PM). Thanks to the person who made this comment for inspiring this post (unfortunately, it has already been removed by the poster): Given the following information, which of the two funds above is more attractive to you? It aims to provide absolute returns in excess of the return of the composite benchmark, 90% BPI Philippine 1-3 Year Index and 10% Philippine Stock Exchange Index net of tax. Another US index, the S&P 500, tracks 500 of the largest companies listed in their stock market. The MSCI index fund and PSE Index Fund are mutual funds which track the composition and performance of an underlying index. For the life of me, no matter how I look at the data, I just can't reconcile this implied discrepancy in performance between the Philequity index fund and the PSEi, and the Bloomberg comparisons that we saw earlier. To date, it is the only index tracker mutual fund that fully replicates the PSEi. And whatever it is, Copyright 2010 Investor Juan. Although there are a lot of information available … The Fund aims to surpass its benchmark which is 100% Philippine Stock Exchange Index (price only return). PSEI | A complete PSEi Index index overview by MarketWatch. This fund is not actively traded. The Fund aims to achieve long-term capital growth derived from a diversified portfolio of equity and fixed income securities, with 5% to 20% equities exposure. c - Listed in the PSE. Powered by, Philequity and BPI's Stock Index Funds: An Objective Comparison, 3 Motives for Holding Cash According to John Maynard Keynes, The Time Value of Money: A Peso Today is Worth More Than a Peso Tomorrow, BIR Clarifies Tax Exemption for Five-Year Investments. Philequity PSE Index Fund Inc. Philippine Stock Index Fund Corp. Soldivo Strategic Growth Fund, Inc. Sun Life Prosperity Philippine Equity Fund, Inc. ... Philequity PSE Index Fund Inc.* 4.2617 18.31%. To date, it is the only index tracker mutual fund that fully replicates the PSEi. Mutual Funds Performance The table below is provided by the Philippine Investment Fund Association and shows the NAVPU/NAVPS performance of the Mutual Funds here in the Philippines. First Metro Philippine Equity Exchange Traded Fund, Inc. is a domestic corporation engaged primarily in the business of investing, reinvesting, and trading in , and issuing and redeeming its shares of stock in Creation Units in exchange for a basket of securities representing an index. https://fitzvillafuerte.com/five-questions-ask-investing-mutual-fund.html Philequity PSE Index Fund: 5.72%: 5.93%: 6.43%: 1.95%: 2: Philippine Stock Index Fund: 5.63%: 5.85%: 6.34%: 1.90%: 3: Sun Life Prosperity Philippine Stock Index Fund: 5.25%: 5.46%: 6.07%: No Data: 4: United Fund: 4.86%: 5.07%: 7.37%: 2.65%: 5: PAMI Equity Index Fund: 4.58%: 4.79%: 5.79%: No Data: 6: Sun Life Prosperity Philippine Equity Fund: 4.21%: 4.48%: … d - in Net Asset Value per Unit (NAVPU). All Rights Reserved. Philequity Fund: 33.2275: Philequity MSCI Philippines Index Fund: 0.8701: Philequity Peso Bond Fund: 3.9847: Philequity PSE Index Fund: 4.5691 I'm sorry, I know I promised to be objective in this post, but I hope you would allow me this one. 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. INVESTMENT OBJECTIVE Partner with Sun Life for a brighter future today! Sun Life Philippines offers a range of easy and accessible investment products like mutual funds to help clients grow their money. PEFI is all about giving its investors a portfolio that is diversified containing some of the best blue chip stocks. Susuriin natin ang PhilEquity PSE Index Fund para malaman ninyo kung ito ay nababagay sa inyo batay sa inyong investment objective, time horizon at risk appetite. I’m still finding the best way to update this automatically, so I apologize in advance if there is any delay in the updated data. The Philippine Stock Index Fund ("PSIF") was incorporated on December 11, 2002 as an open end investment company. Something's amiss, most definitely. Tingnan nio po ang mga time stamps na nasa description sa ibaba kung gusto po ninyong i-skip o balikan ang mga specific sections sa ating video batay sa po topic na gusto ninyong panoorin. Updated on 03 September 2019 Many of us are already aware of the advantages of investing in index funds but are having a hard time choosing which fund to invest in. As possible to your needs Philippine Deposit Insurance Corporation as PEFI, it is composed of 35 blue-chip stocks tracks. An Objecti... Computing for the over-all performance of the Fund invests substantially in a mix domestic. Psei ) is the only Index tracker mutual Fund with its peers, Copyright 2010 Investor Juan made sure make. 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