BDO PERA Equity Index Fund

Notice to the Participants of BDO Multi-Asset and Peso Equity Fund

Notice to the Participants of BDO UITFs

Investment Objective

The Fund aims to achieve investment returns that track the performance of the Philippine Stock Exchange Index (PSEi) by investing in a diversified portfolio of stocks.
 

Investment Policy

The Fund may invest in exchange-listed equities and fixed income securities, deposits in the Trustee’s bank or in other banks, securities issued or guaranteed by the Philippine Government or the BSP and tradable securities issued by any supranational entity. Subject to BSP guidelines and the Trustee's Trust Committee approval, the Fund may also avail of financial derivative instruments solely for the purpose of hedging risk exposures, as well as invest in other tradable investment outlets/categories allowed for Personal Equity and Retirement Account (PERA) UITFs as may be deemed suitable for the Fund.
 

Client Suitability

Participation in the Fund shall be open to Participants who are (a) individuals; (b) have legal capacity to contract; (c) who have a Philippine Tax Identification Number (TIN); and (d) whose funds are in a PERA. The Fund is suitable for Participants with a aggressive risk profile and who seek potentially higher returns through stock market investments but are also aware of the possibility of capital losses that such investments may entail. In order to minimize risks and maximize earning potential, Participants are recommended to stay invested in the Fund for more than three (3) years. The Fund is not suitable for short-term investing.

Fund Facts

Audited Financial Statements