Anu po ba ang ibig sabihin for example Philequity Fund na 22.65%? The Fund aims to surpass its benchmark which is 100% Philippine Stock Exchange Index (price only return). The following table is updated regularly to reflect the Net Asset Value Per Share (NAVPS) of all mutual funds in 1-yr, 3-yr, 5-yr, and YTD basis. It has outperformed the Philippine Stock Exchange index a lot of times. We made sure to make investing as personally-fit as possible to your needs. Philequity Fund: 33.2275: Philequity MSCI Philippines Index Fund: 0.8701: Philequity Peso Bond Fund: 3.9847: Philequity PSE Index Fund: 4.5691 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. Examples of an “index” include the Philippine Stock Exchange index (PSEi), which lists the top 30 companies who are publicly traded in the stock market (see table below).. SB High Dividend Peso Equity Fund aims to achieve total returns through income growth and long-term capital appreciation by investing in listed equity securities of Philippine companies that offer high dividend payouts. PSEI | A complete PSEi Index index overview by MarketWatch. INVESTMENT OBJECTIVE Philequity Fund (XPEEQ) or PHILEQT:PM (Bloomberg Ticker) is an Equity Mutual Fund managed by Philequity Management, Inc. (PEMI).. 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 Philippines). The Philippine Stock Index Fund ("PSIF") was incorporated on December 11, 2002 as an open end investment company. Sun Life Prosperity Philippine Stock Index Fund reports: Latest Index Fund fact sheet Fund prospectus. Maaari po kayong bumili ng shares sa fund na ito sa pamamagitan po ng inyong COL Financial account.Sa mga gustong bumili ng stocks ngunit walang oras o kakayahan para pag-aralan ang mga pasikot-sikot ng stock market, o sa mga naghahanap isang investment na mataas kita sa karaniwang investment. Track and monitor the performance of all mutual funds in the Philippines. The Fund aims to mirror the performance of the Philippine Stock Exchange Index (PSEi). First let me clarify that currently no fund in the Philippines is traded--actively or not. Benchmark returns are estimates of COL. 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) x Historically, the fund has closely matched the returns of the index over the Benchmark - Benchmark of the fund is 100% PSEi. Another US index, the S&P 500, tracks 500 of the largest companies listed in their stock market. The Philippine Stock Index Fund ("PSIF") was incorporated on December 11, 2002 as an open end investment company. Updated on 03 September 2019 Many of us are already aware of the advantages of investing in index funds but are having a hard time choosing which fund to invest in. Philequity’s annual management fee for this new fund is 1.5 percent a year. Thanks to the person who made this comment for inspiring this post (unfortunately, it has already been removed by the poster): Given the following information, which of the two funds above is more attractive to you? The PSEI has 30 stocks, while the MSCI Philippines Index is more concentrated, with only 23 names. Susuriin natin ang PhilEquity PSE Index Fund para malaman ninyo kung ito ay nababagay sa inyo batay sa inyong investment objective, time horizon at risk appetite. Consult a professional before investing. 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