PERA
发布时间:2026-09-21 | 浏览:1
Your DragonFi PERA+ account gives you access to a curated list of PERA-eligible Philippine investments: PSE Index (PSEi) blue-chip stocks, Dividend Yield (DivY) Index stocks, REITs, and PERA funds. This list is set by law and updated periodically due to index rebalancing, which typically happens twice a year, around February and August.
What Stocks Are Eligible for a PERA+ Account?
Because PERA is a retirement account, the investable universe is intentionally screened and limited to eligible securities as mandated by the law. This list may be updated periodically due to PSE index rebalancing and eligibility changes, which typically occur twice a year, around February and August.
PSE Index (PSEi) Constituents
Effective August 3, 2026
DMCI Holdings Inc.
Monde Nissin Corp.
Puregold Price Club Inc.
Aboitiz Equity Ventures Inc.
Globe Telecom Inc.
DigiPlus Interactive Corp.
Ayala Land Inc.
GT Capital Holdings Inc.
RL Commercial REIT Inc.
International Container Terminal Services
Semirara Mining & Power Corp.
Jollibee Foods Corp.
SM Investments Corp.
Bank of the Philippine Islands
JG Summit Holdings Inc.
San Miguel Corp.
China Banking Corp.
SM Prime Holdings Inc.
Century Pacific Food Inc.
Metropolitan Bank & Trust Co.
Maynilad Water Services Inc.
Manila Electric Company
Universal Robina Corp.
Dividend Yield (DivY) Index Constituents
Effective August 3, 2026
Nickel Asia Corp.
China Banking Corp.
OceanaGold (Philippines), Inc.
Citicore Energy REIT Corp.
Puregold Price Club Inc.
DMCI Holdings Inc.
RL Commercial REIT Inc.
D&L Industries Inc.
Robinsons Land Corp.
Globe Telecom Inc.
Semirara Mining & Power Corp.
Metropolitan Bank & Trust Co.
Synergy Grid & Development Phils. Inc.
Manila Electric Company
Universal Robina Corp.
Aboitiz Equity Ventures Inc.
PERA-Eligible REITs
Citicore Energy REIT Corp.
Premiere Island Power REIT Corp.
RL Commercial REIT Inc.
Filinvest REIT Corp.
You may notice that certain stocks appear across multiple lists, including AREIT, RCR, CBC, DMC, AEV, MER, and TEL. This overlap is intentional, as the PERA-eligible universe is structured to give investors exposure to established blue-chip companies while also offering income-generating opportunities through Dividend Yield stocks and REITs.
What Funds Are Eligible for a PERA+ Account?
In addition to investing in PERA-eligible stocks directly, you may also build your retirement portfolio through PERA funds, which are professionally managed pooled funds that invest across different asset classes to match your risk appetite.
Below are the currently listed PERA funds, with their risk classification and latest available figures.
As of July 30, 2026
EastWest (EW) PERA Funds
As of July 30, 2026
NAVPU and return figures are point-in-time values that change daily. Funds showing 0.00% for the 1-year return and a dash for the 3-year return are newer offerings that do not yet have a full performance track record. Past performance is not a guarantee of future results.
What Happens If a Stock I Hold Is Removed From the Index?
If a stock you currently hold is removed from the PSEi, the Dividend Yield Index, or the list of PERA-eligible securities due to index rebalancing or eligibility changes, your existing position will remain intact. You may continue holding the stock in your PERA+ account and will still receive dividends tax-free if the company declares them. You may also sell your shares at any time.
However, once the stock is no longer PERA-eligible, you will no longer be able to purchase additional shares of that security within your PERA+ account. This ensures that your current investments are not disrupted while keeping your PERA+ portfolio aligned with regulatory eligibility requirements.
How Do I Buy PERA-Eligible Stocks in the DragonFi App?
Switch to your PERA+ account inside the app.
Use Search and type the ticker (e.g., TEL, MER, AREIT).
Place your order as usual.
This article is for information and investor education only and is not investment advice. Eligible securities may change due to index rebalancing and PERA eligibility updates.
Want the fundamentals first? See our Intro to PERA and Frequently Asked Questions , browse the Funds (UITFs) product page for more on how pooled funds work, or visit the PERA category hub for everything else you need.
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