NOTICE TO THE PARTICIPANTS OF VARIOUS BDO UNIT INVESTMENT TRUST FUNDS (UITFs)

We are pleased to inform you that the BDO Trust Committee, on its meeting held last June 29, 2019, has approved the following amendments to the Plan Rules (Declaration of Trust) of the following BDO UITFs and these shall take effect on September 2, 2019. (Please click the particular UITF from the list below to view the amendments applicable to the Fund.)

BDO Peso Money Market Fund

BDO Short Term Fund

BDO GS Fund

BDO Peso Bond Fund

BDO Peso Balanced Fund

BDO Equity Fund

BDO Equity Index Fund

BDO Sustainable Dividend Fund

BDO Focused Equity Fund

BDO ESG Equity Fund

BDO Dollar Money Market Fund

BDO Dollar Bond Fund

BDO Medium Term Dollar Bond Fund

 

BDO Developed Markets Property Index Feeder Fund

BDO US Equity Feeder Fund

BDO Global Equity Select Feeder Fund

BDO China Equity Feeder Fund

BDO Europe Equity Feeder Fund

BDO Global Equity Index Feeder Fund

BDO Japan Equity Index Feeder Fund

BDO Institutional Cash Reserve Fund

BDO Institutional Equity Fund

BDO MERIT Fund

BDO PERA Short Term Fund

BDO PERA Bond Index Fund

BDO PERA Equity Index Fund

 

The changes in the features of the above BDO UITFs aim to provide enhancements to your investments as well as to streamline the features of the Funds with current BSP regulations. We advise you to evaluate these changes carefully. If the Fund/s remain suitable to your investment profile, there is no need for you to do anything. Your decision to remain invested in the Fund/s will be deemed as your conformity with these amendments. If this is not the case or you are not in conformity with the above amendments, you may get in touch with your Trust Marketing Officer or branch of account before September 2, 2019 to discuss other BDO UITFs/investment products that may better match your requirements.

For clarifications, please feel free to call us at the following numbers: 878-4265, 878-4035 or 878-4244. You may also email us at investments@bdo.com.ph and we will be glad to assist you.

Thank you for your continued patronage.

 

BDO Unibank, Inc. – Trust and Investments Group