BPI is the sponsor of the BPI Index series, and BPI Investment Management Inc. (“BIMI”) acts as the index calculating agent. The Fund shall substantially invest in stocks comprising the PSEi using the same weights as in the index. Sen Gil J Puyat AveNUE BPI (in US$ Dollars) Odyssey Asia Pacific High Dividend Equity Fund 9. b. It is also called PSE Composite Index or Phisix. investment, market cap and category. Neither BPI nor BIMI make any claim, prediction, warranty or representation, expressly or impliedly, either as to the results to be obtained from the use of the BPI Index series or suitability of the BPI Index series for any particular purpose to which it might be put. BPI Philippine Equity Index Fund Classification: Equity Funds Inception Date. This Fund is for you if: You are interested in riding on the performance of the Philippine Stock Exchange Index (PSEi). The Trust Fee is 1.00%. 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. When autocomplete results are available use up and down arrows to review and enter to select. Here is chart tracking the performance of the PSEi since 2004 from Trading Economics: Next is another equity index fund, the ALFM Philippine Stock Index Fund. The said fund, which was launch on May 20, 2013, is named BPI Philippine Equity Index Fund. The BPI Invest Philippine Equity Index Fund is suitable only for investors who: • Are at least classified as aggressive based on their risk profile • Have an investment horizon of at least five (5) years KEY RISKS AND RISK MANAGEMENT Their fund managers are restricted to only trade with the top 30 companies. The BPI Investment Funds are funds that seek to offer attractive risk-adjusted returns with a focus on undervalued and lower beta names, shorter durations and diversification principles consistent … Product & Services | Market Watcher | Careers | Security, Copyright 2015 BANK OF THE PHILIPPINE ISLANDS. The BPI Philippine High Dividend Equity Fund is an equity fund that aims to achieve total return through a combination of current income and long-term capital appreciation. BPI Odyssey Philippine Equity Fund 10. In addition, neither BPI and/or BIMI  is under any obligation to continue the calculation, publication and dissemination of the BPI Index series. BPI is the sponsor of the BPI Index series, and BPI Investment Management Inc. (“BIMI”) acts as the index calculating agent. View & analyze the 0P0000I39A fund chart by total assets, risk rating, Min. An index fund, by the way, is a trust fund that aims to match or shadow the performance of a certain market index. As a result, I've come up with a 100% (best effort) objective comparison between Philequity's PSE Index Fund (Bloomberg Ticker PHILPSE:PM) and BPI's Philippine Stock Index Fund (Bloomberg Ticker BPIPHID:PM). The said index fund intends to provide a return that tracks the performance of the Philippine Stock Exchange Index (PSEi), the main index of the Philippine Stock Exchange. The Fund aims to track the performance of the Philippine Stock Exchange Composite Index (PSEi). BPI Invest US Dollar Income Feeder Fund ALFM Philippine Stock Index Fund None of the information constitutes an offer to buy or sell, nor is a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. BPI (in US$ Dollars) Global Equity Fund 8. Maximum Deposit Insurance for Each Depositor P500,000. Existing BIMI clients may avail by: a. These funds are passively managed. About Philippine Stock Index Fund Philippine Stock Index Fund is a mutual fund incorporated in the Philippines. Highest and Lowest Unit Price Achieved Initial (25 October 11) 1.0000 Highest (13 April 15) 1.9528 Lowest (1 December 11) 0.9869 NAVPU –May 31, 2017 1.8784 Risk … BPI and/or BIMI shall have no liability for any errors and/or omissions therein. For further inquiries about the index, please contact BPI Investment Management Inc. (Index Calculation Agent) at 580-3578 or by sending an e-mail to bpi_investment@bpi.com.ph However, the goal of index funds is to match the return of stock index, which is made up of blue chip top 30 Philippine companies. Cross references in this summary are to headings in the Prospectus. All Rights Reserved. Makati City, Metro Manila 1209. All data is provided for information purposes only. WHY INVEST IN A PHILIPPINE STOCK EXCHANGE INDEX FUND? All the information below can be found on Bloomberg; try clicking on the above links or refer to this guide that I posted a while ago. Actually, all index funds are equities funds because in essence invested in stocks too. Philippine Stock Index Fund (with min holding period of 90 calendar days) 6. While those who have managed to sell earlier and was able to set aside some funds in their cash positions were enjoying buying "bargain" stock prices, … BPI | Complete Bank of the Philippine Islands stock news by MarketWatch. BPI INVEST PHILIPPINE EQUITY INDEX FUND The Fund intends to achieve for its participants investment returns that track the performance of the Philippine Stock Exchange Index (PSEi) by investing in a diversified portfolio of stocks … ______________________________________________________________________________________________, Pamana Padala How to Open an Account Philippine-Based, Pamana Padala How to Open an Account Overseas-Based, Pamana Padala How to Enroll in Online Banking Philippine Based, Pamana Padala How to Enroll in Online Banking Overseas-Based, Pamana Padala How to Enroll in 3rd Party Funds Transfer Philippine-Bas, Pamana Padala How to Enroll in 3rd Party Funds Transfer Overseas-Based. In no event shall BPI and/or BIMI have any liability direct, or indirect, even if notified of the possibility of such damages. Mutual Funds are NOT deposit products and are not obligations of, or guaranteed, or insured by the Fund Managers, and are not insured by the Philippine Deposit Insurance Corporation (PDIC). Before it's here, it's on the Bloomberg Terminal. BPI Philippine Equity Index Fund - Today is the Most Opportune Time To Invest The on-going decline in the stock market drew mixed emotions from the different stock market traders as well as long-term investors. Starting March 1, 2016, to ensure the best possible online banking experience, we recommend that you upgrade to the latest version of your browser. Investor Type: Moderately Conservative: Fund Type: Medium Term Bond Fund: Base Currency: Philippine Peso: Launch Date: July 18, 1997: Minimum Initial Investment/ Maintaining Balance : PHP 5,000: Minimum Initial RSP: PHP 5,000: Minimum Transaction Amount/Minimum RSP Amount: PHP 1,000: Minimum Holding Period: … ______________________________________________________________________________________________ View real-time stock prices and stock quotes for a full financial overview. Bank of the Philippine Islands advanced stock charts by MarketWatch. Philippine Stock Index Fund (The Fund is incorporated under the laws of the Republic of the Philippines) The following summary about the Fund and the Offer is qualified by detailed information appearing elsewhere in this Prospectus. 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, market cap and category. BPI Investment Management, Inc. is the fund manager of the ALFM Mutual Funds, while BPI Asset Management serves as the investment advisor. Touch device users, explore by touch or with swipe gestures. Fund Name : Email Address. Any income or loss arising from market fluctuations and price volatility of the securities held by the Fund, even if invested in government securities, is for the account of the investor. BPI Equity Fund 7. Calling Contact Center (+632) 889-10000 or . Ayala-led Bank of the Philippine Islands is set to issue the first Philippine bonds that will raise fresh funds in response to the coronavirus (COVID-19) … 25% BPI Philippine Government 1-5 Year Index. 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Historical performance is not a guarantee of future results. This means you have instant diversification in terms of stock holdings. The Philippine Stock Index Fund is a long-term investment outlet that allows you to diversify your money in a mix of domestic stocks. It is composed of the top 30 companies that are carefully selected on the basis of their being representative of the entire market. The Fund shall substantially invest in stocks comprising the PSEi using the same weights as in the index. CLIENT SUITABILITY A client profiling process should be performed prior to participating in the Fund to guide the prospective investor if the Fund is suited to his/her … SEND EMAIL TO ALL: Website: NAVPS History : Annual FS: Stock Funds : ALFM Growth Fund, Inc. BPHLF: Get the latest Bank of The Philippine Islands BPI stock price and detailed information including BPHLF news, historical charts and realtime prices. c. Sending an email … Find our live Philippine Stock Index Fund fund basic information. View & analyze the 0P0000I39E fund chart by total assets, risk rating, Min. 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. BPI Invest Philippine Infrastructure Equity Index Fund An Equity Index Fund that requires an initial investment of PHP 10,000 and PHP 1,000 for additional investments. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. As such it is regulated under the SEC instead of the BSP. View BPI historial stock data and compare to other stocks and exchanges. Aggressive Min. The Fund aims to track the performance of the Philippine Stock Exchange Composite index (PSEi). May 20, 2013 Currency. As such it is regulated under the SEC instead of the BSP. BPI Odyssey Philippine High Conviction Equity Fund 11. 5. Metropolitan Bank and Trust Company Metro Equity Fund 12. Fund Manager BPI Asset Management Inception Date February 13, 2015 Fund Classification Equity Fund Fund Size PHP 6,894.25 Million Fund Currency Philippine Peso No. of Holdings 31 Fund Management Fee 1.50% per annum The Fund aims to track the performance of the Philippine Stock Exchange Composite Index (PSEi). Visiting BPI/BFB Branches. To view the Index Values archive, click here. ALFM Philippine Stock Index Fund Fund Type: MF The Fund aims to mirror the performance of the Philippine Stock Exchange Index (PSEi). Banco de Oro UITF Equity Fund 6. By investing in a PSEi fund, you are automatically invested in the 30 biggest public companies in the Philippines. Fund Name Institution Currency Fund Type Asset Type Age in Years 2021 Return; BDO CHINA EQUITY FEEDER FUND: BDO Unibank, Inc. USD: UITF: … Member: PDIC. The “BPI Philippine Government Bond Index”, “BPI Philippine Government Bond 1-3 Year Index”, “BPI Philippine Government Bond 1-5 Year Index”, “BPI Philippine Government Bond 5+ Year Index”, “BPI Philippine Government Liquid Bond Index”, “BPI Philippine Government Money Market Index”, "BPI Philippine Corporate Bond Index", and the "BPI Philippine Equity Total Return Index", (collectively, "BPI Index") are registered trademarks and exclusive property of the Bank of the Philippine Islands (“BPI”). Find our live Bpi Global Philippine Fund fund basic information. BPI Invest Philippine Equity Index Fund is an open-end unit trust incorporated in the Philippines. The BPI as sponsor and BIMI as index calculating agent do not guarantee the accuracy and/or completeness of the composition, calculation, publication, dissemination, and adjustment of the BPI Index series, any data included therein, or any data from which it is based. 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