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Metrobank PERA Equity Fund

PERA, short for Personal Equity and Retirement Account, is a voluntary retirement account that was signed into law on August 22, 2008, under the Republic Act No. 9505.

With the Metrobank PERA Equity Fund, investors can achieve investment returns that track the performance of the Philippine Stock Exchange Index (PSEi). Gains from this equity index fund are tax-exempt in accordance with the PERA law.

Here’s what you need to know about this fund:

Fund NameMetrobank PERA Equity Fund
Investor Risk ProfileAggressive: High potential returns for high amount of risk
Investment HorizonAt least 5 years
Fund ClassificationEquity
Fund AssetsEquities comprising the PSEi and Deposits
Minimum Initial Participation / Maintaining Balance5,000.00
Minimum Additional Participation / Redemption Amount5,000.00
Minimum Holding Period30 days
Early Redemption Charge50% of total income earned from the redeemed amount
Redemption Settlement Date3 banking days after redemption
Trust Fee1.00% p.a. based on Net Asset Value (NAV)

What is PERA?

Personal Equity and Retirement Account (PERA) is a voluntary retirement account, where you can take advantage of its tax-free benefits to supplement your retirement fund.

As a product provider, Metrobank offers various PERA funds that are available through an accredited PERA administrator. We have partnered with ATRAM Trust Corporation to bring you 3 PERA UITFs investment products—the Metrobank PERA Money Market Fund, the Metrobank PERA Bond Fund, and the Metrobank PERA Equity Fund. To invest in Metrobank’s PERA funds, you may visit Seedbox, ATRAM’s online investment platform or email pera.support@seedbox.ph.

The Benefits

The Metrobank PERA Equity Fund aims to grow the funds in your PERA account by investing in a diversified portfolio of equities listed at the Philippine Stock Exchange (PSE) which are tax-exempt according to the PERA law. Expand your portfolio today through PERA funds.

Talk to us at Metrobank to get started.

View Key Information and Investor Disclosure Statement (KIIDS)