PhilEquity Fund Review Mutual Fund Investing Experience

Posted by Grace under Investing on October 12, 2014

This is a short post for Philequity Fund review. Are you searching for a review about Philequity Fund, Inc? Looking for someone who is already made a decision to invest in this one of the mutual fund companies in the Philippines for peso equity category? You are on the right place because I will provide some reviews and I will write my personal mutual fund investing experience about Philequity Fund, Inc.

So, let’s begin, decide whether you invest in this mutual fund company or not afterwards. There are many mutual companies in the Philippines, but, when it comes to investing, just choose the top performing and forget the rest. Do you think Philequity Fund is one of the “top performing equity fund”? Continue reading for further information.


Philequity Fund Review

Last year 2013, I started investing in Philequity Fund Inc, started around P5,000 for an opening account and keep on investing when I have received bonus or extras. I didn’t find it difficult to open an account. Some people says it is hard to open an account in this company, but in my experience, opening an account at Philequity Fund, Inc is just easy as eating candy. It is easy because I am really interested. Take note, I opened a “joint account” with my husband. If I can do it, you can do it, too, especially if you are only opening for an “individual type” of an account.

Easy to Apply for an Philequity Fund, Inc. Account

When I decided to open a joint account in this company, I just go to their website, download the forms, fill out the forms and visit the eBiz center near in our town. It is so easy to open an account, after 24 hours, I received an email confirmation that my account was approved and have a total shares of 153.

09/24/2013 Subscription: 153
NAV Per Share: 31.476400
Transaction amount: 5,000

PhilEquity Fund Review Mutual Fund Investing Experience

Easy to Make an Additional Investment

After few months, I decided to make an additional investment. In my own experience, it is very easy. I visit website, download the forms, fill out the forms, go to eBiz center, make a payment and after 24 hours, I receive a confirmation via email about my additional investment.

Easy to Monitor and Track

If you are not familiar with internet technology, it is hard for you to track your investment. I just download the Bloomberg app and install it with my android phone. I add the Philequity Fund Ticker (PHILEQT:PM), input my total shares and save. Whenever I want to know if the fund is doing good, I just check it on my mobile phone. Within a year of monitoring my funds, I never saw any “red” color indicating losses. Amazing performance, right?

Final Thought About Philequity Fund, Inc.:

Aside from easy to open an account, easy to make additional investments and easy to monitor or track my funds, Philequity Fund, Inc is a “topnotcher”. I would like to inform you even though Philequity is charging a certain fees, it is one of the top performing mutual fund companies in the Philippines. For me if I grade Philequity Fund, Inc I will give this company a grade of 98 percent. Two thumbs up for its great services.

Photo Courtesy: Philequity Fund, Inc


Philequity Fund, Inc. | Mutual Fund Trivia

I can say that this is one of my favorite investment baskets. I am planning to make an additional lump sum investments amounting to hundreds of thousands just what I did to my other investment baskets and stay invested for 20 years or more. Let me analyze, some future value calculating data.

Investment Capital: P300,000.00
Stay Invested: 20 Years
Earn Interest 12% to 15% Per Year

If I will invest P300,000 in Philequity Fund, Inc for 20 years earning 12% annually with a compounded interest effect, the future value of P300,000 is P2.8 Million after 20 years. What if the fund performs well, not just 12 % earning but 15%? Then, the money invested will get a total return of P4.9 Million after 20 years.

During the PIFA 8th Anuual Awards Night this 2014, Philequity Fund, Inc. is a first placer for mutual fund peso equity for 5 and 10 year return category.

  • Peso Equity Fund: 5 Year Return: Philequity Fund, Inc.
  • Peso Equity Fund: 10 Year Return: Philequity Fund, Inc.


Performance of Philequity Fund, Inc as of October 10, 2014 

1 Year: 15.31%
3 Year: 22.44%
5 Year:23.37%
Year to Date: 25.77%
(Source: Bloomberg)

See also: 2014 Mutual Fund Awardees on 8th PIFA Annual Awards Night
and review the Philippine Mutual Funds Performance 2014


A note from Philequity Management, Inc.

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

To know more about Philequity Fund, Inc please asks one of their staffs in office;

  • Company  Address: 2004A 20/F Philippine Stock Exchange Centre, Exchange Road, Ortigas Center, Pasig City.
  • Telephone Number: 689-8080
  • Official Website:

Disclaimer: I am not affiliated with Philequity Fund, Inc. nor recommending its financial services and products. It is my pleasure to inform the readers of about investment opportunities in the Philippines especially mutual funds. Registered trademarks, logos, business names are owned by their respective companies.

So, that’s the short post for Philequity Fund review. What about you? What do you think about Philequity Fund, Inc? Do you have any investment experiences with this mutual fund company? Share it today.

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