The BDO Institutional Equity Fund is an equity fund with the objective of growing investment capital over the long term. The Fund invests primarily in a selection of exchange-listed equities that are selected based on their growth potential and investment returns track record. 

Available to participants with existing Investment Management Accounts (IMA) or trust and other fiduciary accounts with BDO. The Fund is suitable for participants with an aggressive risk appetite. It is recommended that participants remain invested in the Fund for more than three (3) years to maximize their earning potential.

Fund Facts

Fund Type

Equity Fund

Minimum Investment


Minimum Additional/Maintaining Participation


Dealing Period

Up to 2:30pm of any banking day

Minimum Holding Period

30 calendar days

Early Redemption Fee

0.50% of original participation amount

Settlement Period

Five (5) banking days after notice of redemption is received

Trust Fee

1.00% p.a.

Inception Date

July 15, 2005


PSE Index

NAVPU Availability

Every trading day at 7:30pm


Philippine Depository & Trust Corp.

External Auditor

Punongbayan & Araullo


Bloomberg Ticker


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Contact us

BDO Corporate Center

BDO Trust and Investments Group
(+632) 8631 - 8000  

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Available weekdays from 8:30am to 5:30pm except holidays

BDO Corporate Center

BDO Towers Valero
8741 Paseo De Roxas
Makati City 0726