 | Philippine Dollar Bond Index Fund
BPI Premium Bond Fund
BPI Short-Term Fund
ABF Philippines Bond Index Fund
BPI Global Philippine Fund
BPI Equity Fund
BPI Global Equity Fund
BPI Institutional Fund
BPI Balanced Fund
BPI lnternational Fund Plus
BPI Gold Fund
About the Investment Funds
. | | The Bank of the Philippine Islands now offers you a choice of several open-end investment funds to suit your specific investment objectives, horizon and risk tolerance. The various BPI Investment Funds provide participating investors with the following advantages normally obtained only by institutional/corporate investors and high networth individuals:
PROFESSIONAL FUND MANAGEMENT
The BPI Investment Funds are managed by our Asset Management & Trust Group whose objective is to maximize investment returns for you. Behind each Fund is a team of experienced fund managers who carefully analyze current trends, anticipate market developments and accordingly reposition each Fund's investments.
PRUDENT DIVERSIFICATION AND PORTFOLIO QUALITY
BPI Asset Management adheres to a strict diversification policy so that you are sure that credit and investment exposures are kept within prudent levels at all times. Moreover, credits and investments are limited to prime-grade securities and/or issues which are approved by BPI's Investment and Trust Committees.
HIGHER INCOME POTENTIAL
Being a participating investor, you get a share of everything the Fund earns pro-rated to the number of units you own in the Fund. You will also benefit from the larger placement power of the Fund by getting the highest yields and the lowest commissions and fees possible.
PERFORMANCE YOU CAN BANK ON
Over the years, BPI has provided its clients with higher returns on their investments through various pooled funds. BPI pioneered the introduction of fixed-income funds (known as the BPI Premium CTF and BPI Institutional CTF) in the mid 1970's. It offered a Government Securities Fund based on the marked-to-market valuation method in November 1986 and a Common Stock Fund (now known as the BPI Balanced Fund) in March 1988. In August 1994, it added two U.S. Dollar funds (BPI Global Philippine Fund and BPI Global Equity Fund) and in February 1995, BPI Short-Term CTF. And with the merger of Far East Bank and Trust Company in April 2000, it added the International Fund Plus and Blue Fund to its line of offerings. In 2001, it was the first to mark-to-market its global funds thus acquiring the necessary expertise in preparation for the UITF regime. At present, the BPI Investment Funds is the most complete line of UITFs in the industry and their aggregate value is among the largest in the country.
Note: All funds managed by BPI Asset Management are Trust and/or Investment Management funds which DO NOT carry any guaranty of income or principal, and are NOT covered by the Philippine Deposit Insurance Corporation (PDIC). Past performance is likewise not a guarantee of future results. A copy of the Declaration of Trust and Plan Rules of each fund is available for inspection at the principal office of the Trustee. Investors may buy or sell UITF units on any business day up to 12:00 noon at the prevailing net asset value per unit valued at market price daily. | |