Philequity PSE Index Fund, Inc

Snapshot

The Philippine Stock Exchange Index (PSEi) is the benchmark for the over-all performance of our local stockmarket.  It is composed of 35 blue-chip stocks and tracks their performance from day to day. 

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.  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.  All you need to do is buy shares in the mutual fund. 

NAVPS Graph

Calendar Year Returns (%) as of September 03, 2010
    Returns 2010
YTD		 2009 2008 2007 2006 2005
    PPSE 22.54 59 -40.72 21.74 38.35 16.58
    PSEi 22.34 63 -48.29 21.43 42.29 14.99


Compounded Annual Growth Rate (CAGR, %) as of September 03, 2010
10 years 10.14
5 years 15.99
3 years 7.32


Volatility of Returns / Annual Standard Deviation (+/- %)
    2010
YTD		 2009 2008 2007 2006 2005 2004
    PPSE 18.6 24.6 28.9 25.2 16.9 18.1 16.0
    PSEi 20.2 28.4 33.8 27.2 25.2 18.0 17.6


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).