Unit Investment Trust Funds

 

BDO PERA Equity Index Fund

PERA investing in top PH stocks

 

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 Equity Index Fund is ideal for investors who are starting to build their retirement fund or are still more than 5 years until their retirement age. The Fund invests in the top 30 stocks that comprise the Philippine Stock Exchange index (PSEi).

 

The PERA Equity 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 an aggressive risk profile. It is recommended that participants remain invested in the Fund for more than three (3) years to maximize their earning potential.

 

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

 

Fund Facts

Fund Type Equity 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 Four (4) banking days after notice of redemption is received
Management Fee 1.00% p.a.
Inception Date
December 22, 2016
Benchmark  Philippine Stock Exchange Index (PSEi)
NAVPU Availability  Every trading day at 7:30 p.m.
Custodian

Deutsche Bank AG, Manila Branch

Philippine Depository & Trust Corp.

External Auditor Punongbayan & Araullo
Bloomberg Ticker BDOPEIF PM