Unit Investment Trust Funds
BDO Equity Fund
Outperform the market
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 Fund invests in stocks that are traded in the Philippine Stock Exchange. Leverage on the expertise of our research analysts in choosing high-performing stocks and the experience of our fund managers in taking advantage of price movements to generate long term capital growth. Our aim is to provide investment returns that are better than the PSEi.
The Fund is suitable for investors with balanced risk appetite. We recommend that you stay invested for more than three (3) years to maximize your earning potential and help achieve your long term goals. You can also invest regularly and take advantage of the cost averaging strategy through BDO Easy Investment Plan.
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 | 1.00% of original participation amount |
| Settlement Period | Three (3) banking days after notice of redemption is received |
| Trust Fee | 1.00% p.a. |
|
Inception Date
|
May 3, 2005 |
| 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 | EPCIBEQ PM |
Cooling off provision and UITF Disclosure
