Are you an OFW who wants to take part in our growing economy and maximize the potential of your hard-earned money? Invest with PhilEquity. OFWs can find this advantageous as they can open an account even if they are overseas. No need to be physically present in the Philippines and apply personally like what other MF companies require.
Philequity Management, Inc. (PEMI) is an investment management company established in 1994. They are committed to helping you achieve your long-term financial objectives by offering an array of mutual funds suited to your unique needs.
An investment vehicle that is made up of a pool of funds collected from many investorsfor the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets.
Money Market Funds – This is ideal for investors looking to utilize their surplus funds in short term instruments while awaiting better options. These schemes invest in short-term debt instruments and seek to provide reasonable returns for the investors.
Bond Funds – Bond funds are likely to pay higher returns than certificates of deposit and money market investments, but bond funds aren't without risk. Because there are many different types of bonds, bond funds can vary dramatically depending on where they invest.
Balanced Funds – This scheme allows investors to enjoy growth and income at regular intervals. Funds are invested in both equities and fixed income securities; the proportion is pre-determined and disclosed in the scheme related offer document. These are ideal for the cautiously aggressive investors.
Equity Funds – Equities are a popular mutual fund category amongst retail investors. Although it could be a high-risk investment in the short term, investors can expect capital appreciation in the long run. If you are at your prime earning stage and looking for long-term benefits, growth schemes could be an ideal investment.
I recommend Philequity Fund, Inc (PEFI) and Philequity Dividend Yield Fund, Inc. (PDYF).
Philequity Fund, Inc. (PEFI) Compounded Annual Growth Rate (CAGR, %) as of September 16, 2014:
10 years 20.43%
5 years 24.66%
3 years 20.45%
Philequity Dividend Yield Fund, Inc. (PDYF) Calendar Year Returns as of September 16, 2014:
Returns 2014 YTD
PDYF 29.17%
So far, they are the Funds that beats the Philippine Stock Market Index.
FOR INITIAL INVESTMENTS
Step 1: Download and review a copy of their prospectus
Step 2: Accomplish and submit the following account opening documents based on your account type:
FOR INDIVIDUAL/JOINT
Account Opening Form (AOF)
Investor Risk Profiling Questionnaire (IRPQ)
Investment Application Form (IAF)
Two (2) Signature Cards
One (1) Valid ID with signature of each investor
Additional requirements for In-Trust-For (ITF):
Birth Certificate of beneficiary
One (1) valid ID of beneficiary
Step 3: The Minimum Initial Investment for Philequity Fund Inc. is Php 5,000.00 pesos.
Invest through the following mode of investment:
3.1 Check — indicate name of the fund (i.e. "Philequity Fund, Inc.") in the "Payable to" portion
3.2 Deposit directly to any of their accredited bank accounts:
Important:
For investments in US dollar or to Philequity Dollar Income Fund we recommend transacting your deposit with Unionbank since their US Dollar cash deposit is not subject to clearing.
Step 4:
After you have filled-out the downloaded form, scan it and send it back to PhilEquity via email for review. Also incude a copy of your deposit receipt/check/Proof of Remittance.
Send your email to: invest@philequity.net
Step 5:
You will receive a confirmation from PhilEquity that your documents and requirements have been validated. You now need to send the original documents via Registered Mail.
Send it to this Address:
Philequity Management, Inc.
That's it!
After receiving your documents, they will notify you via email with a Confirmation Notice for your Initial Investment.
CONGRATULATIONS!
You just took the first step in preparing for a better future.
What is PhilEquity?
Philequity Management, Inc. (PEMI) is an investment management company established in 1994. They are committed to helping you achieve your long-term financial objectives by offering an array of mutual funds suited to your unique needs.
What is a Mutual Fund?
An investment vehicle that is made up of a pool of funds collected from many investorsfor the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets.
What are the Types of Mutual Funds?
Money Market Funds – This is ideal for investors looking to utilize their surplus funds in short term instruments while awaiting better options. These schemes invest in short-term debt instruments and seek to provide reasonable returns for the investors.
Bond Funds – Bond funds are likely to pay higher returns than certificates of deposit and money market investments, but bond funds aren't without risk. Because there are many different types of bonds, bond funds can vary dramatically depending on where they invest.
Balanced Funds – This scheme allows investors to enjoy growth and income at regular intervals. Funds are invested in both equities and fixed income securities; the proportion is pre-determined and disclosed in the scheme related offer document. These are ideal for the cautiously aggressive investors.
Equity Funds – Equities are a popular mutual fund category amongst retail investors. Although it could be a high-risk investment in the short term, investors can expect capital appreciation in the long run. If you are at your prime earning stage and looking for long-term benefits, growth schemes could be an ideal investment.
What PhilEquity Fund do you recommend?
I recommend Philequity Fund, Inc (PEFI) and Philequity Dividend Yield Fund, Inc. (PDYF).
Philequity Fund, Inc. (PEFI) Compounded Annual Growth Rate (CAGR, %) as of September 16, 2014:
10 years 20.43%
5 years 24.66%
3 years 20.45%
Philequity Dividend Yield Fund, Inc. (PDYF) Calendar Year Returns as of September 16, 2014:
Returns 2014 YTD
PDYF 29.17%
So far, they are the Funds that beats the Philippine Stock Market Index.
How to Open a Mutual Fund Account with PhilEquity?
FOR INITIAL INVESTMENTS
Step 1: Download and review a copy of their prospectus
Step 2: Accomplish and submit the following account opening documents based on your account type:
FOR INDIVIDUAL/JOINT
Account Opening Form (AOF)
Investor Risk Profiling Questionnaire (IRPQ)
Investment Application Form (IAF)
Two (2) Signature Cards
One (1) Valid ID with signature of each investor
Additional requirements for In-Trust-For (ITF):
Birth Certificate of beneficiary
One (1) valid ID of beneficiary
Step 3: The Minimum Initial Investment for Philequity Fund Inc. is Php 5,000.00 pesos.
Invest through the following mode of investment:
3.1 Check — indicate name of the fund (i.e. "Philequity Fund, Inc.") in the "Payable to" portion
3.2 Deposit directly to any of their accredited bank accounts:
Important:
For investments in US dollar or to Philequity Dollar Income Fund we recommend transacting your deposit with Unionbank since their US Dollar cash deposit is not subject to clearing.
Step 4:
After you have filled-out the downloaded form, scan it and send it back to PhilEquity via email for review. Also incude a copy of your deposit receipt/check/Proof of Remittance.
Send your email to: invest@philequity.net
Step 5:
You will receive a confirmation from PhilEquity that your documents and requirements have been validated. You now need to send the original documents via Registered Mail.
Send it to this Address:
Philequity Management, Inc.
2005 East Tower, Philippine Stock Exchange Centre
Exchange Road, Ortigas Center, Pasig City, Philippines
That's it!After receiving your documents, they will notify you via email with a Confirmation Notice for your Initial Investment.
CONGRATULATIONS!
You just took the first step in preparing for a better future.
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