Unit Investment Trust Funds

BDO Equity Index Fund

Invest in the Top 30 stocks in the country

 

Why get invested

The BDO Equity Index Fund allows you to ride the growth of the Philippine economy by investing in all component companies of the PSEi – giving you the potential to grow your capital in the long term.

 

If you have funds that you can invest for a longer period of time, say to help with your retirement goals, then this might be the investment for you. Make the most out of this product with BDO's Easy Investment Plan.

 

This is an aggressive risk fund that gets potentially higher returns but also possible capital losses. To minimize risks and maximize earning potential, we recommend to stay invested for more than three (3) years.

 

Open an investment account online or in any BDO branch today.

 

Fund Facts

Fund Type Equity Fund
Minimum Investment PHP 10,000
Minimum Additional/Maintaining Participation PHP 10,000
Dealing Period Up to 2:30 a.m. of any banking day
Minimum Holding Period 30 calendar days 
Early Redemption Fee 0.50% of original participation amount
Settlement Period Four (4) banking days after notice of redemption is received
Trust Fee  1.00% p.a.
Inception Date
July 10, 2015
Benchmark  Philippine Stock Exchange index (PSEi)
NAVPU Availability  Every trading day at 7:30 p.m.
Custodian Deutsche Bank AG, Manila Branch, Philippine Depositary & Trust Corporation 
External Auditor Punongbayan & Araullo
Bloomberg Ticker BDOEQIF PM