BPI INVEST WORLD TECHNOLOGY FEEDER FUND
This investment fund, operating as a Feeder Fund, aims to achieve long-term capital growth by investing in a Target Fund that invests in stocks in the technology sector. It aims to outperform its benchmark which is the MSCI AC World Information Technology Index.
The BPI Invest World Technology Feeder Fund allows clients to invest in technological developments across the globe through a single feeder fund. It is suitable for clients with an aggressive risk profile.
This Fund is available under the Regular Subscription Plan. Click here to know more about the RSP.
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Fund Name |
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BPI Invest World Technology Feeder Fund* |
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Base Currency |
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U.S. Dollar |
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Launch Date |
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February 1, 2021 |
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Minimum Initial Investment |
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USD 1,000.00 |
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Minimum Transaction Amount |
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USD 500.00 |
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Minimum Holding Period |
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NONE |
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Trust Fee |
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1.00% p.a. |
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Valuation of the Fund |
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Marked-to-Market Daily |
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Target Fund |
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BlackRock World Technology Fund |
Participation in the Fund shall be open to Participants with legal capacity to contract and who are not considered US persons under the US securities and tax laws, subject to the other conditions, rules or provisions stated in the Plan Rules and those established by the Trustee.
No beneficial owner shall hold more than 10% of the Fund. Any investor who owns more than 10% shall be asked to redeem the amount (or its equivalent number of units) in excess of 10% within thirty (30) calendar days.
* Currently, the Fund may be availed directly from the BPI Asset Management and Trust Corporation Head Office only.
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