Philequity fund. Philequity Dollar Income Fund, Inc.

Philequity fund check, deposit slip or remittance slip) through the following: Philequity Fund, Inc. 83% 21. Benchmark MSCI Philippines Index External Auditor SGV & Co. Click one of the option below: 1. 85: Composite Index Points Movement-24. 300. We have received questions from investors about our new index fund. is the country’s best performing equity mutual fund and has been awarded by PIFA as the best performing equity fund in the 10-year category each year since 2006. The Fund operates With Philequity Dollar Income Fund, Inc. The Fund’s telephone number is (63) (2) 638-9990. of total funds under management Holding Period Not Subject to Exit Fees > 2 years Redemption Period Maximum of 7 banking days Fund Manager Philequity Management, Inc. at 13% and SM Prime Holdings at 10%. e. 37% -20. Snapshot | Description | Features | Fund Performance | Fund Performance . The value of the fund may go up and down. A sales load fee shall also be charged on the day of the purchase. (PEFI) 2004A 20/F East Tower, Philippine Stock Exchange Centre Exchange Road, Ortigas Center, Pasig City Trunkline: 689-8080 www. This fund fact sheet provides information about the PhilEquity Fund as of May 29, 2020. 69: Composite Index Percentage Movement-0. Philequity PSE Index Fund: 4. 75% 0. Tìm hiểu thêm về các mức xếp hạng rủi ro và xếp hạng cơ quan của quỹ, thông tin minh bạch về quản Philequity Management is the fund manager of the leading mutual funds in the Philippines. There are dozens of tools to help you understand where prices are heading. 49% of Philequity MSCI Philippines Index Fund, Inc. 32: Composite Index Points Movement-15. 8675: Philequity Peso Bond Fund: 4. Philequity Fund is currently up 45. 10. Part of this broadening is going into other countries that Philequity Management, Inc. Fund Inception 02/22/1999 Minimum Subscription Php1,000 Minimum Additional Investment Philequity Dividend Yield Fund Inc is an open-end fund incorporated in the Philippines. 28 For investors who are looking for an investment which mirrors the performance of the Philippine Stock Exchange Index (PSEi), Philequity PSE Index Fund (PPSE) is the perfect solution. He was also the Chairman and President of Philequity Fund, Inc. 79: Composite Index Percentage Movement-1. Philequity MSCI Ph Index Fund: 01- 186-8001-610. , 69. Thank you for using UnionBank Online via UPAY. How To Invest Indirectly Fund Snapshot - COL Financial Philequity Fund, Inc. We are keeping Philequity Fund is suitable for investors with high risk appetite and with long-term investment horizon. PHILEQUITY PESO BOND FUND Fund Factsheet as of 28 February 2010 INVESTMENT OBJECTIVE The Fund aims to provide investors with long-term capital appreciation through investments in government securities, commercial paper, corporate bonds, promissory notes and other debt instruments of varying tenors. 55% NAVPS Graph Calendar Year Returns (%) 2020 13. 92% 14. 50 3. which mainly invests in the Philippine stock market. 27% 4. (formerly "Vantage PSE Index Fund, Inc. 05 About Philequity Fund. a. No. Funds Switch Form should be submitted to your distributor or agent for initial verification. accepts full responsibility for the accuracy of the information given herein, and confirms that there are no omissions of fact which would make any statement in this Prospectus . It outlines the necessary instructions for completing the form, including transaction and payment details, declaration of ownership, and important reminders regarding processing times and bank charges. ; and Philequity Global Fund, Inc. 0% during the first four months of the year vs. If one of Philequity’s other funds catches your attention, transferring your investment 10 into that fund and away from your original fund can be done with a fund switch application. (formerly Vantage PSE Index Fund, Inc. Actual Returns (%) as of January 16, 2025 Returns: YTD: Past 1 Mo: Past 6 Mo: Past 1 Yr: Past 3 Yrs: Since Launch PEFI-3. 62% 0. How to make an One-time investment. net www. the 27. 2103-B, East Tower Philippine Stock Exchange Centre Exchange Road, Ortigas Center Pasig City We have audited the accompanying statements of assets and liabilities of Philequity Fund, Inc. Company Background Philequity Peso Bond Fund, Inc. Below is a list of all the awards received: PhilEquity Peso Bond Fund 1. 13 -15. 36%: News & Events . 32% 13. Find basic information about the Philequity Fund mutual fund such as total assets, risk rating, Min. Return: Investor Education; Download Center THE FUND A. net a weekly publication from the fund managers and analysts of philequity management, inc. This month, my husband and I are planning to open Mutual Fund in PEMI (Philequity Management Inc) since they have license to operate abroad. pdf), Text File (. 16% 2. Philequity PSE Index Fund: 01- 186-8002-080. See also: 2014 Mutual Fund Awardees on 8th PIFA Annual Awards Night and review the Philippine Mutual Funds Performance 2014. (an open-end mutual fund company) as of December 31, 2000 and 1999, and the related statements of operations and changes in net assets for each of the three years in the period ended December 31, 2000. 2020 - Free download as PDF File (. Mutual fund: Philam: PNB EQUITY FUND (formerly AUP EQUITIES FUND) UITF: Philippine National Bank: PNB HIGH DIVIDEND FUND: UITF: Philippine Philequity Fund (PHILEQT) - Look at real time stock prices along with a glimpse of PHILEQT's technicals and fundamentals. on December 12, 2023 12:17 PM. Please type or print all information in CAPITAL LETTERS. ; Philequity Foreign Currency Fixed Income Fund, Inc. TOP TEN HOLDINGS Name Industry % of Fund PLDT Telecom 26. 00 3. 1 – Launch date is August 22, 2023. , Philequity Dividend Yield Fund, Inc. Shares Offered/Par Value Philequity Management, Inc. We are committed to helping you achieve your long-term financial objectives by offering an Philequity Fund, Inc Type of Fund: Long-term, growth oriented, open-ended equity mutual fund Incorporation Date: February 21, 1994 Authorized Capital: Php1 Billion with par Our flagship Philequity Fund, Inc. Submit fully accomplished Investment Application Form (IAF) together with your proof of investment (i. net fund name: fund classication: fund manager: minimum investment: management fees: risk profile: holding period: early redemption : philequity alpha one fund, inc. Philequity Fund (XPEEQ) or PHILEQT:PM (Bloomberg Ticker) is an Equity Mutual Fund managed by Philequity Management, Inc. 74%: Philequity MSCI Philippines Index Fund, Inc. do they actually give dividends? if yes how so and how frequent. EastWest PhilEquity Feeder Fund Enjoy investment returns that track the performance of the Philippine Stock Exchange Index (PSEi) by investing in a diversified portfolio of stocks comprising the PSEi in the same weights as the index. Most index funds are long-term driven because they are primarily allocated in equities traded on the Philippine stock exchange. 7183 -11. (hereinafter referred to as the ‘Fund’ or the ‘Company’) which falls under the instances provided by law when dissenting stockholders can exercise their Appraisal Right. 1665: Philequity PSE Index Fund: 4. Philequity Fund is an open-ended mutual fund registered in the Philippines. 11% Compounded Annual Growth Rates 20200212155234964_PEFI 01. 10% 5. The awards is a testament to the excellent performance of each mutual fund in its respective category. 8881: Philequity Peso Bond Fund: 4. Additional investments, redemptions, or fund switch requests can all be done via email. ”) INVESTMENT OBJECTIVE AND INVESTMENT POLICIES The Fund is a medium-risk fund with investments that consist mainly of government securities, commercial paper, corporate bonds, promissory notes and other debt instruments of varying The Philequity Management family of funds won an astounding 10 awards from the Philippine Investment Funds Association (PIFA) last 9 August 2019. Philequity Money Market Fund, Inc. View & analyze the 0P0000I35X fund chart by total assets, risk rating, Min. Opportunity of a Lifetime: Investment Secrets Behind the Success of Philequity Fund. 01% 0. 17: Composite Index Points Movement: 96. V's subsidiaries are Vantage Financial Corporation; iCurrencies, Inc. Mutual fund: Philam: Philequity Dividend Yield Fund, Inc. Philequity Peso Bond Fund, Inc. Structure Open-ended mutual fund Fund Currency Philippine Peso Valuation method Marked-to-market Fund Classification Bond Fund PhilEquity Peso Bond Fund 26% 28% 22% 16% > 5 years 3-5 years 1-3 years < 1 year 1. 6878: November 29, 2024 Composite Index: 6613. ). 5067-2. 80% -0. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. 1613: Philequity PSE Index Fund: 4. Redemption Details Name of Fund: PHILEQUITY FUND, INC. It aims for capital appreciation as this UITF invests at least 90% of its funds in its target fund, the Fund Inc. The top 10 holdings make up 63% of the fund's portfolio, with its largest holdings in SM Investments Corp. 38: Composite Index Percentage Movement: 0. The top holdings of the fund are SM Investments Corp. net; on or before 17 September 2024 Upon validation, expect an invitation link to join the Meeting; I am not able to attend and would like to nominate a proxy to attend on my behalf PHILEQUITY PESO BOND FUND, INC. 0534: Philequity MSCI Philippines Index Fund: 0. 9047: Philequity Peso Bond Fund: 4. 1. 50 4. ") was incorporated on 22 February 1999. 66: Composite Index Percentage Movement-0. 18% 0. 08% -0. 28th Street Bonifacio Global City, Taguig City Tel No. 22: Composite Index Percentage Movement-2. 1: Composite Index Points Movement-153. Unit: Contact Number: Email Address: Trust Marketing (632) 8575-3020 Philequity Management is the fund manager of the leading mutual funds in the Philippines. ; Philequity Balanced Fund, Inc. unless otherwise stated. Equity Fund, Inc. of total funds under management PERFORMANCE ANALYSIS Cumulative Returns YTD 1 month 3 months 6 months 1 year 3 years 5 years 10 years Since Launch¹ PHILEQUITY MARKET COMMENTARY PHILEQUITY 2. Philequity Corner is celebratin­g a dual milestone this year ꟷ its 20th anniversar­y as a constant source of market insights and the 30th anniversar­y of our flagship, Philequity Fund. . A note from Philequity Management, Inc. 2%: CLIENT ACCOUNT UPDATE. (PEMI). (For PHILEQUITY Use Only) 1. The document is a Redemption Order Form for mutual fund shares from PhilEquity Management Inc. ") with office address at 2703A East Tower, Philippine Stock Exchange Centre, Exchange Road, Ortigas Center, Pasig City. , Philequity Peso Bond Fund, Inc. net INVESTMENT OBJECTIVES PORTFOLIO ANALYSIS COL Key Highlights FUND CATEGORY EQUITY INDEX FUND COL RISK RATING NAV per share 3. ; Philequity Alpha One Fund, Inc. Philequity Dynamic Allocation Fund, Inc. PhilEquity Peso Bond Fund NAVPS as of Jul 31, 2023 3. : 689-8080 www. If you are a PhilEquity direct client, documents may be: i. , an open-end mutual fund company based in Pasig City, Philippines. 11% 19. 25: Composite Index Percentage Movement-0. Mutual fund: Philam: Philequity MSCI Philippine Index Fund, Inc. Procedures: Settlement Account Number: Philequity Corner; Vantage Point; Monthly Recap; News & Events; Calculator. 7%. Philequity Alpha One Fund, Inc. PhilEquity Fund, Inc. 4456: January 16, 2025 Composite Index: 6265. 12-2. PGF was incorporated in the Philippines, and was registered with the SEC on June 24, 2019 as an open-ended investment company with the objective of investing in global index exchange traded funds to offer local investors exposure to global financial markets. of Taguig, Manila. 63% -0. investment, market cap and category. 00 to PHILEQUITY FUND INC. Join discussions as others talk about PHILEQT. He graduated from De la Salle University with a Bachelor of Arts in Economics (Honors Program Philequity Management is the fund manager of the leading mutual funds in the Philippines. Tran ID:8841187654356258910. 23% -1. 38: Composite Index Points Movement-79. 00 1. 5006: January 13, 2025 Composite Index: 6343. 72: Composite Index Points Movement-48. ") in the "Payable to" portion; Deposit directly to any of our accredited bank accounts. Philequity Management Incorporated, 2015 - Equity - 240 pages. 16% 0. net | ask@philequity. 949 Fund Provider Philequity Management, Inc. 35% 0. 3249: Philequity MSCI Philippines Index Fund: 0. net Website: www. PhilEquity MSCI Funds will be re-invested to the target fund on T+2 (If fixed income source fund) or T+4 (If equity source fund). (PDIF), you gain access to potentially higher yielding dollar-denominated government and corporate bonds allowing you to enjoy better returns on your dollar investment. Our other funds, Philequity PSE Index Fund, Inc. 1198 FUND FACTS 1. Offering Price The price at which the securities are to be sold is at the Net Asset Value ("NAV") per share on the day of the purchase. Over the past two decades, the column has served as a platform for educating both seasoned investors and ordinary individual­s alike, helping them navigate Philequity Fund: 01-186-8002-099. 04% 0. 04% History Philequity PSE Index Fund Inc. 07% History Sun Life Prosperity Phil. Yu holds a graduate degree in Business Administration from Wharton School, University of Pennsylvania (1983) where he was in the Director’s Honor List. 06% 0. Mr. (PGF) – 100% ownership. Wilson Sy. accepts full responsibility for the accuracy of the information given herein, and confirms that there are no omissions of fact which would make any statement in this Prospectus Introducing, the Philequity Electronic E-Statement & E-Confirmation Facilities. (PEMI) is an investment management company established in 1994. Fund Type Equity Fund Entry Fee Maximum of 5% Exit Fee Maximum of 2% Annual Management Fee 1. It was the same year he became chairman of the Manila You paid PHP 500. 2. Over the past two decades, the column has served as a platform for educating both seasoned The information contained in this Prospectus has been supplied by Philequity Dollar Income Fund, Inc. 50 2001 2003 2005 2007 2009 2011 2013 2015 2017 2019 2021 Corporate 16% Philequity Corner is celebrating a dual milestone this year – its 20th anniversary as a constant source of market insights and the 30th anniversary of our flagship, Philequity Fund. Philequity mutual fund was later on set up in 1994 and started with a small number of investors composed of family, friends and a few clients. (NEW FUND) Philequity PSE Index Fund, Inc Philequity Fund; Philequity MSCI Philippines Index Fund; Philequity Peso Bond Fund; Philequity PSE Index Fund; Submit the form/s to asm@philequity. He graduated from De la Salle University with a Bachelor of Arts in Economics (Honors Program 1978), summa cum laude. 32% As of this writing, the mutual funds available at Investa are: PhilEquity Dividend Yield Fund; Sun Life Prosperity World Equity Index Feeder Fund; PhilEquity Alpha One Fund, Inc. and Philequity Dollar Write your Philequity Account details 2 Fund Name Choose from the - dropdown list Redemption Type Partial – you will be leaving a portion of your shares/units in the selected fund Full – you will be redeeming all shares/units in the selected fund Number of Shares or Units Divide your desired redemption proceeds by the latest the number of shares of the capital stock of the Fund as indicated below and do irrevocably constitute and appoint the Fund's transfer of the said stock on the books of the within named corporation with full power of substitution in the premises. Concurrently, he is also the Chairman and President of Philequity Fund, Inc. netINSTRUCTIONS: Please type all information in CAPITAL LETTERS. 80, while a peso invested in the benchmark PSEi is now worth only P0. 6923 -8. 52: Composite Index Points Movement-64. Investments of this fund can range from instruments issued Philequity Fund, Inc. Now you have the option of receiving your Statements of Account and Confirmation Notices via e-mail, through Philequity’s E-Statement & E-Confirmation Facilities. 4 – Renaming was [] Sterling Bank Philequity Feeder Fund is best for people who may invest for their long term goals like investing for their retirement. Our flagship Philequity Fund, Inc. 70: Composite Index Percentage Movement: 0. See All: Philequity Fund, Inc. Bibliographic information. Item 3. The time has Fund Fact Sheet as of Jan 31, 2022 PhilEquity Fund Address: 15th Floor PSE Tower, 5th Avenue cor. 38% N/A N/A N/A YTD 2022 2021 2019 ¹ 2018 2017 2016 2015 2014 December 20, 2024 Composite Index: 6406. How to The information contained in this Prospectus has been supplied by Philequity Dollar Income Fund, Inc. IT’S OFFICIAL: Investa partners with one of the Top-Performing fund management companies in the Philippines — PhilEquity Management Inc. thank you! It's only called a dividend yield fund cause the pooled fund is invested in companies that pay above average dividends Fund Manager Philequity Management Inc. Mutual fund: Philam: Philequity Fund, Inc. net / invest@philequity. Investment in mutual funds is subject to Philequity Fund: 35. 0% Philequity Management is the fund manager of the leading mutual funds in the Philippines. Actual Returns (%) as of January 13, 2025 Returns: YTD: Past 1 Mo: Past 6 Mo: Past 1 Yr: Past 3 Yrs: Since Launch PEFI-2. 886: Philequity Peso Bond Fund: 4. Due to the nature of the investment, yield and potential yields Find basic information about the Philequity Fund mutual fund such as total assets, risk rating, Min. Philequity PSE Index Fund is an open-end mutual fund incorporated in the Philippines. 7033 -15. 05-2. No person who has been a director or officer or a PhilEquity Peso Bond Fund NAVPS as of Aug 30, 2024 4. 893: Philequity Peso Bond Fund: 4. The objective of the Fund is to obtain capital appreciation by investing in a portfolio comprised Philequity Fund Review. 03% 20. Bloomberg Ticker PHILMMF PM Equity YTD 2021 2020 2018 2017 2016 2015 2014 2013-2. The general character of the business of the Fund is an Open-End Mutual Fund established under the Investment Company Act, R. , and January 06, 2025 Composite Index: 6625. The form must be filled out in capital letters Thông tin cơ bản về quỹ tương hỗ Philequity Fund (quỹ 0P0000I360) như tổng số tài sản, xếp hạng rủi ro, đầu tư tối thiểu, giá trị vốn hóa thị trường và thể loại. PSEi Source: Technistock, Philequity Research A peso invested in Philequity Fund back in 1994 is now worth P10. 1644: Philequity PSE Index Fund: 4. Interest of Certain Persons in or Opposition to Matters to be Acted Upon A. 71% n. 9462 FUND FACTS Fund Fact Sheet as of Jul 31, 2023 Address: 15th Floor PSE Tower, 5th Avenue cor. 23%: Download Center Downloads: Fact Sheets Write your Philequity Account details 2 Fund Name Choose from the - dropdown list Redemption Type Partial – you will be leaving a portion of your shares/units in the selected fund Full – you will be redeeming all shares/units in the selected fund Number of Shares or Units Divide your desired redemption proceeds by the latest Check — indicate name of the fund (i. 0% p. net ask@philequity. The Fund has yet to start Philequity Fund: Philequity MSCI Philippines Index Fund: Philequity Peso Bond Fund: Philequity PSE Index Fund: Historical NAVPS: Invest & Redeem. of total funds under management PERFORMANCE ANALYSIS Cumulative Returns YTD 1 month 3 months 6 months 1 year 3 years 5 years 10 years Since Launch¹ PHILEQUITY MARKET COMMENTARY PHILEQUITY 3. 00 2. 1609: Philequity PSE Index Fund: 4. 17% Fund Manager Philequity Management Inc. 1609 FUND FACTS 1. meeting of Philequity Fund, Inc. 74%: 1. 1643: Philequity PSE Index Fund: 4. 50 2. Visit www. Find our live Philequity Fund fund basic information. 8954: Philequity MSCI Philippines Index Fund: 0. net to learn more about Philequity’s managed funds or to view previous articles. Mutual funds of First Metro Asset Management Inc. 38%: A mutual fund investment involves risk. 15% NAVPS Graph Calendar Year Returns (%) 2021 December 20, 2024 Composite Index: 6406. Bloomberg Ticker PHILPMP PM Equity 0. 2004A 20/F Philippine Stock Exchange Centre Exchange Road, Ortigas Center, Pasig City Tel. Philequity Dollar Income Fund, Inc. The Fund invests in a basket of fixed income securities to generate income. 89% 0. 6444: January 07, 2025 Composite Index: 6545. Write N/A on fields that are not applicable and do not leave any blank spaces. Get the latest business insights from Dun & Bradstreet. The Philequity PSE Index Fund, Inc. c. Philequity Global Fund, Inc. 2506: Philequity MSCI Philippines Index Fund: 0. How did Sy, who has been PhilEquity Fund Prospectus - Free download as PDF File (. : + 632 8-250-8700 Email: ask@philequity. 00 4. 94: Composite Index Percentage Movement-1. (an open-end mutual fund company) as of December 31, 2001 and 2000, and the related statements of Philequity Fund: 35. The decision for the change in name was in line with the change in investment Renaming was approved by the SEC last May 21, 2020 (formerly, ATRAM Dynamic Allocation Fund, Inc. 8557: Philequity Peso Bond Fund: 4. Philequity Fund: 35. Title: Opportunity of a Lifetime: Investment Secrets Behind the PhilEquity Feeder Fund. 2 – Launch date is October 6, 2023. "Philequity Fund, Inc. The Fund's objective is to achieve long-term capital appreciation and generate regular income. With PPSE, you don’t need to figure out the composition of the PSEi from day to day and use up large amounts of your money just to be able to buy the stocks Philequity Fund: 35. Three cuts in 2024 www. Returns from this investment are not guaranteed by Philequity Management, Inc. Switch Funds. Philequity PSE Index Fund, Inc. This fund fact sheet provides information about the PhilEquity Fund as of January 31, 2020. 6% History Philippine Stock Index Fund Corp. 3 – Launch date is May 25, 2023. Benefit from long-term capital appreciation by participating in the growth of share values of corporations listed on the Philippine Stock Exchange. ), an open-end mutual fund company, as of December 31, 2001 and 2000, and the related statements of operations, changes in net assets and cash flows for the Find company research, competitor information, contact details & financial data for PHILEQUITY FUND, INC. 89. 43% NAVPS Graph Calendar Year Returns (%) 2021 Philequity Management is the fund manager of the leading mutual funds in the Philippines. 37%: PSEi: 6352. 38: Composite Index Points Movement-62. Philequity has been cited as the best performing equity mutual fund in the Philippines because of its excellent performance and numerous awards by ICAP (Investment Company Association of The Fund intends to achieve investment returns that track the performance of the Philippine Stock Exchange Index (PSEi) by investing in a diversified portfolio of stocks comprising the PSEi in the same weights as the index, to the extent practicable. Additionally, he is the Trustee of Xavier School, Inc and Xavier School Educational and Trust Fund, Inc. txt) or read online for free. 21% -1. philequity. This document is a prospectus for Philequity Fund, Inc. 42% History Philequity Fund, Inc. Mutual funds are not desposits and not guaranteed by the Philippine Deposit Insurance Corporation. : + 632 8-250-8700 Email: 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) Investing in mutual funds involves risk and possible losses of principal. 96% Our funds have been recognized year after year by the Philippine Investment Funds Association (PIFA) for their excellent returns. View & analyze the 0P0000I360 fund chart by total assets, risk rating, Min. -18. Another way to start an index fund investment in the Philippines is through a mutual fund company like Sun Life, Philequity, and ALFM Mutual funds. The Fund's objective is to generate income and achieve short-term capital appreciation by matching the PSE Philequity Corner is celebrating a dual milestone this year – its 20th anniversary as a constant source of market insights and the 30th anniversary of our flagship, Philequity Fund. ”) INVESTMENT PROCEDURE A. Philippine Mutual Funds a – NAVPS as of the previous banking day b – NAVPS as of two banking days ago c – Listed in the PSE. 8 percent average return of other equity funds. 28-3. PEFI posted actual returns of 12. Any gains or losses from the investment are solely for the account of the investor. Philequity Peso Bond Fund: 01- 186-8002-110. We are committed to helping you achieve your long-term financial objectives by offering an array of mutual funds suited to your unique Good day sau. i have holdings of this fund on col. 6098: January 08, 2025 Composite Index: 6496. Philequity Fund: 33. 09%-0. net INVESTMENT APPLICATION FORM Investment Details [ ] Initial (account opening form also required) [x] Additional Name of Mutual Fund : PHILEQUITY MANAGEMENT FUND Fund Manager Philequity Management Inc. 1649: Philequity PSE Index Fund: 4. Number of Shares To Be Redeem : 17,300 At the start of 2019, we launched our newest fund – the Philequity MSCI Philippines Index Fund. 17% Unit Investment Trust Funds (UITFs) are NOT DEPOSIT products and are not an obligation of, or guaranteed, or insured by BPI Wealth or Bank of the Philippine Islands (BPI) or its affiliates or subsidiaries, and are not insured by the Philippine Deposit Insurance Corporation (PDIC). He is a director of (a) iVantage Corporation and (b) Solar Land, Inc. Philequity Fund vs. may 15, 2023 market outlook: neutral sector picks: consumer, financial names, stocks which beat earnings forecasts, companies which derive a large portion of their income from foreign sources. Today, Philequity fund is one of the largest and best performing mutual funds in the industry with total investments of P12 billion and growing at 16 percent annual returns for the last 23 years. The objective of the Fund is to obtain capital appreciation by investing in a portfolio comprised of first tier Philequity Fund Inc. We are planning to open 2 Accounts, either combination of 15 thFloor PSE Tower, 5 Avenue corner 28 Street, Bonifacio Global City, Taguig City, 1634 (+632) 8250 8700 invest@philequity. The fund has an equity allocation of 92% and cash allocation of 8%. 3 percent year-to-date vs. 95% -0. Philequity Dividend Yield Fund, Inc. Philequity Management, Inc. Philequity MSCI Philippines Index Fund, Inc. 09% N/A YTD 2023 2022 2020 2019 ¹ Philequity Fund, Inc. Benchmark Philippine Stock Exchange Index External Auditor SGV & Co. ) was incorporated on 24 February 1999. 71%: 1. See All: Philequity MSCI Philippine Index Fund, Inc. the PSEi's 9. 5% p. net ACCOUNT OPENING FORM INDIVIDUALS INSTRUCTIONS ACCOUNT NO. We have audited the accompanying statements of assets and liabilities of Philequity Fund, Inc. SEE FUND PROFILE 20200616151543336_PEFI 05. V also owns 99. Fill out this form completely. Mutual funds offering P1,000 minimum investment include ATRAM, Sunlife, and PhilEquity. The change in name of the Fund was approved by the Securities and Exchange Commission on 24 August 2007. net I/We the undersigned registered owners of mutual fund shares, hereby request the redemption of such shares at the applicable redemption price, as defined in the prospectus, which I/we By Wilson Sy PHILEQUITY CORNER September 09, 2024 Philequity Corner is celebrating a dual milestone this year—its 20th anniversary as a constant source of market insights, and the 30th anniversary of our flagship, Philequity Fund. 03%: Philequity Corner From bear to bull PHILEQUITY PESO BOND FUND, INC. Step 4: Set your target period or target profit. hello, new to investing. Registration of Securities. (formerly Philequity Money Market Fund, Inc. Last Nov 15, Investa held the last episode of its 3-part series called The Find our live Philequity Pse Index Fund fund basic information. 46% 16. net. 99% of Philequity Dynamic Allocation Fund, Inc. 51% 15. Fund Name: Email: Website: NAV History: Philequity Dividend Yield Fund, Inc. 91% -24. 3271: Philequity MSCI Philippines Index Fund: 0. 0019: Philequity MSCI Philippines Index Fund: 0. (formerly “Philequity Money Market Fund, Inc. Terms and Pricing of Securities 1. 2% -18. (FAMI) and BPI’s ALFM, meanwhile, have a P5,000 minimum investment Philam Strategic Growth Fund, Inc. 6092: January 10, 2025 Composite Index: 6496. We have audited the accompanying statements of assets and liabilities of Philequity PSE Index Fund, Inc. Transfer Agent Banco de Oro Unibank, Inc. The chart is intuitive yet powerful, customize the chart type to view candlestick patterns, area, line graph style, bar chart or Heiken Ashi. (formerly "Vantage Money Market Fund, Inc. Fund Fact Sheet as of Jan 31, 2022 PhilEquity Fund Address: 15th Floor PSE Tower, 5th Avenue cor. Philequity Fund, Inc. 23%: Monthly Recap October 2024 By PEMI Get instant access to a free live Philequity Fund fund streaming chart. n. philequity dividend yield fund . 2629. Id Contact Us Contact Us Contact Us. The fund has an open-ended structure, Philequity Fund: 34. PhilEquity Peso Bond Fund NAVPS as of Nov 29, 2024 4. A. and SM Prime Holdings, Inc. The fund aims to provide long-term capital appreciation by investing primarily in equity securities listed in the Philippine Find our live Philequity Fund fund basic information. For inquiries or to send feedback, please call (02) 8250-8700 or email ask@philequity. 37%: Philequity Peso Bond Fund, Inc. continued to outperform the PSEi on a year-to-date basis. xwkttq jgdewm ofue javgrw kqigfuzc qbsejw whtqy kstafu yvpic djkd