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TheInternational Marketing Group (IMG)which is the sub-broker of marketing of Philequity Fund, Inc. (PEFI) , is responsible for the distribution, administration and management of Mutual funds. Philequity Fund, INC (PEFI) is considered the Philippines’ BEST performing Equity Mutual Fund. PEFI has been awarded by the Investment Company Assoc. Philippines (ICAP) as the BEST performing Equity Mutual Fund in the 10-year, 5-year and 3-year Category.
Below is the past performance and illustration of the past performance of PEFI
Calendar Year Returns (%) as of July 7, 2009
2009 2008 2007 2006 2005 2004 2003
14.63 -35.38 18.33 52.26 15.24 28.43 35.56
ASSUMING THAT YOU INVESTED P100,000 @ 5 YEARS HOLDING PERIOD (interest rate based on past performance of PHILEQUITY)
| YEAR | INTEREST RATE | Earnings |
| 2003 | 36.56 | 36,560 |
| 2004 | 28.43 | 28,430 |
| 2005 | 15.24 | 15,240 |
| 2006 | 52.26 | 52,260 |
| 2007 | 18.33 | 18,330 |
| TOTAL | | 150,820.00 |
The scenario means that if you invested last 2006, you could have earned an interest of 52.26%.If you invested 100,000 last 2006, your money could have earned 52,260.00. Due to GLOBAL Financial Crisis, the performance in the market was down however, if you are a regular investor since 2003 or longer, your investment has still grown. We should take note that MUTUAL FUNDS is a long term investment and for our investment to maximize it's growth, it is better to keep our investment for long term,
But you don’t have to invest 100,000. With only 5,000.00 you can start investing in Mutual funds and have a chance to earn bigger.
To know more about how to start your investment, please feel free to contact me anytime. You can also visit our office on your convenient time.
Philipp Lozano
Mobile: 09152069621
Email: mj_1124@ymail.com
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