Philequity Fund, Inc.


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.


Calendar Year Returns (%) as of November 21, 2017
    Returns 2017
2016 2015 2014 2013 2012
    PEFI 20.36 -1.33 -9.17 28.68 0.87 33.69
    PSEi 21.18 -1.6 -3.85 22.76 1.33 32.95

Compounded Annual Growth Rate (CAGR, %) as of November 21, 2017
10 years 11.78
5 years 7.82
3 years 2.56