Unit Investment Trust Funds

BDO Peso Balanced Fund

Your income and growth proposition rolled into one

 

Why get invested

The BDO Peso Balanced Fund instantly diversifies your investment, giving you the opportunity to earn from the steady income of bonds and capital appreciation of stocks. The fund has the flexibility to adjust its exposure in bonds and stocks in order to both generate returns and mitigate risks in varying market scenarios.

 

If you're an investor with a balanced risk appetite and would like to have some exposure to stocks, this works for you. The fund is ideal for medium to long term goals, and we recommend you stay invested for more than three (3) years. Make the most out of your investment by investing regularly with BDO Easy Investment Plan.

 

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

 

Fund Facts

Fund Type Balanced 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 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 3, 2003
Benchmark  50% Philippine Stock Exchange index (PSEi) and 50% Markit iBoxx ALBI Philippines 1-5 (Domestic) Index
NAVPU Availability  Every trading day at 7:30 p.m.
Custodian Standard Chartered Bank, Philippine Depositary and Trust Corporation
External Auditor Punongbayan & Araullo
Bloomberg Ticker BDOPBAL PM