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About PhilEquity Fund

This came from EquityFund's very own website.
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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. PEFI gives investors access to a diversified stock portfolio managed by some of the best equity fund managers in the country.


Calendar Year Returns (%) as of June 21, 2019
    Returns2019
YTD
20182017201620152014
    PEFI7.74-10.8623.3-1.33-9.1728.68
    PSEi7.9-12.7625.11-1.6-3.8522.76
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If you have an account at COL Financial then you are able to buy shares from one of the best mutual fund in the Philippines. They also have PhilEquity Dividend Yield Fund, Dollar Income Fund, MSCI Philippine Index Fund, Peso Bond Fund and PSE Index Fund. You can diversify in some of their offered mutual funds.

PhilEquity Fund Inc has been in the market since February 21, 1994 with a starting NAVPS of only 1.00 - now as I wrote this article, their NAVPS is Php39.4689 . Imagine if you bought 1million shares that time, now you have 39 milllion Php. If you just started buying mutual fund shares, then this is a good start.

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Invested: Yes
July 3, 2019 NAVPS - 39.6405
June 17, 2019 -- 39.2157 NAVPS

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