Unit Investment Trust Funds
BDO Equity Index Fund
Invest in the Top 30 stocks in the country
Notice to the Participants of BDO Multi-Asset and Peso Equity Fund
Notice to the Participants of BDO UITFs
Why get invested
The BDO Equity Index Fund allows you to ride the growth of the Philippine economy by investing in all component companies of the PSEi – giving you the potential to grow your capital in the long term.
If you have funds that you can invest for a longer period of time, say to help with your retirement goals, then this might be the investment for you. Make the most out of this product with BDO's Easy Investment Plan.
The Fund is suitable for investors with balanced risk appetite. To minimize risks and maximize earning potential, we recommend to stay invested for more than three (3) years.
Open an investment account online or in any BDO branch today.
Fund Facts
| Fund Type | Equity Fund |
| Minimum Investment | PHP 10,000 |
| Minimum Additional/Maintaining Participation | PHP 10,000 |
| Dealing Period | Up to 2:30 p.m. of any banking day |
| Minimum Holding Period | 30 calendar days |
| Early Redemption Fee | 0.50% of original participation amount |
| Settlement Period | Three (3) banking days after notice of redemption is received |
| Trust Fee | 1.00% p.a. |
|
Inception Date
|
July 10, 2015 |
| Benchmark | Philippine Stock Exchange index (PSEi) |
| NAVPU Availability | Every trading day at 7:30 p.m. |
| Custodian | Deutsche Bank AG, Manila Branch, Philippine Depositary & Trust Corporation |
| External Auditor | Punongbayan & Araullo |
| Bloomberg Ticker | BDOEQIF PM |
Cooling off provision and UITF Disclosure
