Philequity Fund, Inc.


Snapshot

Recognized for its outstanding investment performance since its inception in 1994, Philequity Fund (PEFI) is the best option for investors who want to invest in the stock market 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 September 13, 2019
    Returns 2019
YTD
2018 2017 2016 2015 2014
    PEFI 6.33 -10.86 23.3 -1.33 -9.17 28.68
    PSEi 7.05 -12.76 25.11 -1.6 -3.85 22.76


Compounded Annual Growth Rate (CAGR, %) as of September 13, 2019
10 years 11.99
5 years 1.22
3 years 2.21