The BPI Investment Funds are 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.
*Previously named as the "BPI Global Philippine Fund." It was approved for conversion
to a money market fund by the BSP last March 6, 2015
**Previously named as the "BPI European Equity Index Feeder Fund"
***For accounts with existing investments. For accounts with no existing investments, the minimum initial investment amount shall apply.
****Available directly through the Asset Management & Trust Corporation.
BPI Asset Management and Trust Corporation 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.