Unit Investment Trust Funds

BDO ESG Equity Fund

The fund that supports sustainability and socially responsible investing


Notice to the Participants of BDO Equity Funds


Why get invested

The BDO ESG Equity Fund is the country’s first ESG-themed Unit Investment Trust Fund.


It invests in listed local companies that have exhibited good practices in the areas of environmental, social and governance. If you want to promote companies that are working actively for a sustainable future, then this is the fund for you.


This fund is for investors with aggressive risk appetite and are investing for long term goals. In order to minimize risk and maximize earning potential, we suggest that you stay invested for more than three (3) years. You may also automatically invest in the fund through the BDO Easy Investment Plan.


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 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
Trust Fee  1.00% p.a.
Inception Date
December 11, 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 BDOESGF PM