Venturing into the exciting world of investments? View & analyze the 0P0000I35X fund chart by total assets, risk rating, Min. Investment funds, traders, and investors in general similarly compare the returns of their portfolio to the index. The Philippine Stock Exchange Index (PSEi) is the benchmark for the over-all performance of our local stockmarket. For investors who will exit in less than 90 days, there is a fee of 1 percent. Copyright © 2007 Philequity. Philequity’s annual management fee for this new fund is 1.5 percent a year. PEMI is proud to be the investment manager and principal distributor of the leading mutual funds in the Philippines. Philequity PSE Index Fund, Inc More Info These fund is also known as PEPIFI. According to our Forecast System, Philequity Pse Index Fund fund is a very good long-term (1-year) investment*. For investors who are looking for an investment which mirrors the performance of the Philippine Stock Exchange Index (PSEi), Philequity PSE Index Fund (PPSE) is the perfect solution. Philequity has been cited as the best performing equity mutual fund in the Philippines because of its excellent performance and numerous awards by ICAP (Investment Company Association of the Philippines). Since these index funds are not giving out any dividends, they should actually be easily beating the PSEi. 986 issued on July 30, 2020: It is different from the Philippine Stock Exchange Index. Philequity PSE Index Fund: 4.5987: February 03, 2021: Composite Index: 6859.46: Composite Index Points Movement-8.42: Composite Index Percentage Movement-0.12%: News & Events . Philequity Management, Inc. (PEMI) is an investment management company established in 1994. Philequity PSE Index Fund, Inc Type of Fund: Long-term, growth oriented, open-ended equity index mutual fund Incorporation Date: February 22, 1999 Authorized Capital: Php100 Million with par value of Php1.00 Custodian Bank & Transfer Agent: Philippine Depository and Trust Corp./ Banco De Oro External Auditor: SyCip Gorres Velayo and Co. In the country, the list is called the Philippine Stock Exchange index or PSEi, which can be called either just the stock index or index. Figuring out how to transact with Philequity. Wilson L. Sy Philequity PSE Index Fund, Inc. Index funds are funds that try to mirror the growth story of a market, an asset type, or industry. All rights reserved. Benchmark Philippine Stock Exchange Index External Auditor SGV & Co. Growth Rate (CAGR, %) as of February 05, 2021. We are committed to helping you achieve your long-term financial objectives by offering an array of mutual funds suited to your unique needs. Philequity Management, Inc. (PEMI) is an investment management company established in 1994. Snapshot | Description | Features | Fund Performance | Features. Our other funds, Philequity PSE Index Fund, Inc., Philequity Dividend Yield Fund, Inc., Philequity Peso Bond Fund, Inc. and Philequity Dollar Income Fund, Inc. have likewise earned several awards in their respective categories. It is also called PSE Composite Index or Phisix. Recognized for its outstanding investment performance since its inception in 1994, Philequity Fund (PEFI) is the best option for investors who want to invest in the stock market but do not have the time and expertise to do so. It is composed of 35 blue-chip stocks and tracks their performance from day to day. Philequity Fund (XPEEQ) or PHILEQT:PM (Bloomberg Ticker) is an Equity Mutual Fund managed by Philequity Management, Inc. (PEMI). Philequity PSE Index Fund is an open-end mutual fund incorporated in the Philippines. Philippine Stock Exchange Index (PSEi) Why Index Funds Were Created The first index fund was created in 1975 by Jack Bogle, the founder and CEO of The Vanguard Group. With PPSE, you don’t need to figure out the composition of the PSEi from day to day and use up large amounts of your money just to be able to buy the stocks which compose the index. On the table, the Philippine Stock Index Fund from ALFM company is chosen among mutual funds because it has the least entry fee or sales load. Philequity PSE Index Fund: 4.5691: February 01, 2021 Composite Index: 6814.76: Composite Index Points Movement: 202.14: Composite Index Percentage Movement: 3.06%: Historical NAVPS . Taking into consideration the fund’s ability to manage risk, the fund has equally earned several accolades for its risk-adjusted performance relative to its peers. 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