Institutional Equity Fund | BDO Unibank, Inc

Grow your capital over the long term

Ideal for companies who are seeking potentially higher investment returns for their funds through investing in the stock market.

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

₱1,000

Minimum Additional/Maintaining Participation

₱1,000

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

Benchmark

PSE Index

NAVPU Availability

Every trading day at 7:30pm

Custodian

Philippine Depository & Trust Corp.

External Auditor

Punongbayan & Araullo

Bloomberg Ticker

BDOEQTY PM

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Downloadable Files

Historical Net Asset Value per unit (NAVpu), Year-to-Date (YTD) and Year-on-Year (YOY) Returns

Contact us

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

Press 1 - BDO Philippine Customers
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Available weekdays from 8:30am to 5:30pm except holidays

BDO Towers Valero
8741 Paseo De Roxas
Makati City 0726
Philippines

Email
trustcustomercare@bdo.com.ph