Unit Investment Trust Funds

 

BDO PERA Bond Index Fund

PERA invested in a portfolio of bonds

 

Why get invested

PERA (Personal Equity and Retirement Account) is a long-term and voluntary retirement program that aims to help Filipinos save and invest for a more comfortable retirement. One of its best features is the different and unique tax benefits that are not normally available in other investment programs. 

 

You can enjoy the full benefits of PERA when your reach 55 years of age and have made at least five (5) years of contribution.

 

The PERA Bond Index Fund is ideal for those who are about 5 years prior to their retirement as the Fund invests in peso-denominated bonds, taking advantage of the regular income provided by fixed income securities.

 

The PERA Bond Index Fund is available to participants who are (a) individuals; (b) have legal capacity to contract; (c) who have a Philippine Tax Identification Number (TIN); and (d) whose funds are in a PERA. The Fund is suitable for Participants with at least a moderate risk profile. It is recommended that participants remain invested in the Fund for at least three (3) years to maximize their earning potential. 

 

Open a PERA account online or in any BDO branch today.

 

Fund Facts

Fund Type Medium Term Bond Fund
Minimum Investment PHP 1,000
Minimum Additional/Maintaining Participation PHP 1,000
Dealing Period

Up to 2:30 p.m. of any banking day

Minimum Holding Period 30 calendar days
Early Redemption Fee 1.00% of original participation amount
Settlement Period One (1) banking day after notice of redemption is received
Management Fee 1.00% p.a.
Inception Date
June 27, 2017
Benchmark  Markit iBoxx ALBI Philippines 1-5 (Domestic) Index
NAVPU Availability  Every trading day at 7:30 p.m.
Custodian Standard Chartered Bank, Citibank
External Auditor Punongbayan & Araullo
Bloomberg Ticker BDOPBIF PM