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 July 28, 2016
    Returns 2016
YTD
2015 2014 2013 2012 2011
    PEFI 12.81 -9.17 28.68 0.87 33.69 6.12
    PSEi 15.43 -3.85 22.76 1.33 32.95 4.07


Compounded Annual Growth Rate (CAGR, %) as of July 28, 2016
10 years 15
5 years 11.7
3 years 5.13