Philequity Fund, Inc.


Snapshot

Long-term investing in the stock market is one of the best strategies for growing your wealth. But to be successful, you need the time and expertise to select, combine and monitor the stocks in your portfolio. Managing a stock portfolio is a complex process that is best left to professional fund managers.

Recognized for its outstanding investment performance over the past 10 years, Philequity Fund (PEFI) is the best option for investors who want to invest in the stockmarket 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.

NAVPS Graph

Calendar Year Returns (%) as of April 16, 2014
    Returns 2014
YTD
2013 2012 2011 2010 2009
    PEFI 13.57 0.87 33.69 6.12 54.18 65.05
    PSEi 13.27 1.33 32.95 4.07 37.62 63


Compounded Annual Growth Rate (CAGR, %) as of April 16, 2014
10 years 20.24
5 years 29.78
3 years 16.54


Volatility of Returns / Annual Standard Deviation (+/- %)
    2010
YTD
2009
2008 2007 2006 2005 2004
    PEFI 17.5 21.9 24.9 23.7 15.7 16.7 14.9
    PSEi 17.9 28.4 33.8 27.2 20.3 18.4 18.0


A mutual fund investment involves risk. The value of the fund may go up and down. Returns from this investment are not guaranteed by Philequity Management, Inc. Any gains or losses from the investment are solely for the account of the investor. Past performance is not necessarily a guide to future performance. A mutual fund is not a deposit product and is not insured with the Philippine Deposit Insurance Corporation (PDIC).