BPI INVESTMENT FUNDS

BPI INVESTMENT FUNDS


The BPI Investment Funds are actively-managed funds that seek to offer attractive risk-adjusted returns with a focus on undervalued and lower beta names, shorter durations and diversification principles consistent with capital preservation. The BPI Investment Funds are best suited to investors who are generally conservative, looking for stability, minimal volatility, certainty of income.
 
Find out the best investment fund for you from a wide range of investment products that allow you to reap potentially higher returns than regular deposit accounts from the table below.
BPI Asset Management offers the widest selection of collective investment schemes that pool the money of a large number of investors with the same investment objective, to purchase a portfolio of money market, bond and equity securities.
 
Access our investment funds through any of the BPI Branches nationwide or, via the Internet through BPI ExpressOnline. As a BPI Investment Fund participant, you are not limited to your branch of account for your investment fund transactions. You can subscribe to or redeem from our investment funds in any branch, or even through BPI ExpressOnline. You can also invest anytime as your orders for subscription or redemption may be received anytime within banking hours. Orders received after cutoff will automatically be booked the following banking day.
 
You may also enroll your fund in the Regular Subscription Plan. The RSP is an investment program that allows you to nominate a regular subscription amount for purchase of units on a periodic basis, either on a monthly or quarterly basis. The RSP, together with the lower minimum initial investment and transaction amounts, enables investors to consistently build on their investments without the need to visit a BPI branch.
 
Ask your Investment Counselor for more information on the BPI Investment Funds. Before making any investment decision, take our Client Suitability Assessment to determine what type of fund best suits you.
 
 
 
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All funds/products managed by BPI Asset Management are Trust and/or Investment Management Funds.  They are NOT DEPOSIT products, and are not insured by the Philippine Deposit Insurance Corporation (PDIC).  Due to the nature of the investments, yield and potential yields cannot be guaranteed.  Any income or loss arising from market fluctuations and price volatility of the securities held by the Fund, even if invested in government securities, is for the account of the investor.  As such, units of participation/shares of the investor in the Fund, when redeemed, may be worth more or be worth less than his/her initial participation/contribution.  Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results.  BPI Asset Management is not liable for losses, unless upon willful default, evident bad faith or gross negligence.