BPI INVEST GLOBAL BOND FUND-OF-FUNDS This investment fund, operating as a fund-of-funds, seeks to achieve for its Participants capital appreciation and income derived from a diversified portfolio of foreign currency-denominated fixed income collective investment schemes. All Rights Reserved. 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. Forms Library. CUSTOMER . Subscribe or Redeem Investment Funds Open an Investment Fund Account . However, please be informed that you can only subscribe in an ALFM Fund if your Risk Profile is suitable to the preferred Fund. Enroll Your Bank Account To Online Banking . 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. This is the potential earnings when you invest in mutual funds. (b) Formerly the Odyssey Peso Income Fund, (c) Formerly the BPI Global Philippine Fund, (d) Formerly the BPI European Equity Index Feeder Fund, (e) Available directly through the Asset Mgt & Trust Group. It manages the ALFM Funds which represent approximately 39 per cent of the industry. Prior to opening any BPI Investment Fund, investors are required to take a Client Suitability Assessment (CSA) to ensure that the investment objective of the product matches the investor's risk profile. Find out the best performing mutual fund investment in the Philippines (at any time! The BPI Investment Funds are best suited to investors who are generally conservative, looking for stability, minimal volatility, certainty of income. 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. Meron ka pang 40-48 na benefits na makukuha. Below is the return from googling https://www.bpiexpressonline.com. 3. Also Read: SM Prime’s P10B Retail Bonds Priced at 4.2005% The Fund aims to provide excess return over the BPI Philippine Government Bond Index. Many investment company calls their mutual fund investment in different names. Should there be any change in your personal / financial circumstances or preferences prior to three years, please get in touch with your Relationship Manager so a new CSA can be conducted to update your risk profile. Bancassurance 101. An Equity Index Fund that requires an initial investment of PHP 10,000 and PHP 1,000 for additional investments. Has anyone had any experience with BPI Mutual Funds? Claims Guide. Banco De Oro, Universal Bank or BDO calls it Unit Investment Trust Fund. ePlan Customer Portal . BPI Asset Management is not liable for losses, unless upon willful default, evident bad faith or gross negligence. Mag-IMG member ka meron kanang access sa mutual fund at stock market. Their fund managers are restricted to only trade with the top 30 companies. 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. Member: PDIC. You should realize that a mutual fund is just another vehicle for investment like stock market, Unit Investment Trust Fund (UITF), Personal Equity Retirement Account (PERA), time deposit and even bitcoin. Thus, for 2020, the best performing mutual fund is Sun Life Prosperity World Voyager Fund, which is dollar-denominated and invested in developed and emerging markets. This product cannot be sold to you unless its benefits and risks have been thoroughly explained. I’d suggest that you visit Facebook pages of PSE, FAMI, etc that offer free financial seminars. BIMI is the country’s largest manager of investment companies and mutual funds. Invest in Bank of the Philippine Islands’s 2-year Fixed-Rate Bonds due 2022 (the “BPI Bonds”) for a minimum investment of Php 1,000,000.00 with a [4.00]% fixed rate for the term of Bonds. We make it easy to pay your premium. BPI Mutual Funds : Group Fund Manager: CI Mutual Funds Inc. To view the updated Investment Fund Prices, please click on these links: Trust Funds - Prices Per Unit   (As of January 21, 2021), Odyssey Asia Pacific High Dividend Equity Feeder Fund, BPI PERA UITFs - Prices Per Unit   (As of January 21, 2021). 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. Actually, all index funds are equities funds because in essence invested in stocks too. In addition, considering BPI’s role in the group as parent and publicly-listed company, our Board ensures that management maintains an effective, high-level risk management and oversight process across other companies in the group. They may invest in stock of companies where the risk is high and sometimes the returns are also proportionately high. The Fund operates as a Fund-of-Funds, with the aim to achieve principal protection by investing in a diversified portfolio of primarily domestic money market and bond collective investment schemes. Gusto mo bah maging shareholders at investor nang mga big company sa pilipinas tulad nang jollibee, SM, Ayala land, 7Eleven,BPI, at marami pa? Mag-invest sa mutual fund at stock market with zero load interest.? Prior to opening any ALFM Mutual Fund, investors are required to take a Client Suitability Assessment (CSA) to ensure that the investment objective of the product matches the investor's risk profile. You may also enroll your fund in the Regular Subscription Plan. BPI does not in any way guarantee the performance of the Porffolio/Securities and shall not be responsible for any loss sustained except where such loss arises solely out of BPI's acts and omissions done or suffered in evident bad faith or through gross negligence, gross misconduct, willful neglect, willful fault or material breach of duty or contractual obligation. where, there is low risk together with low return. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. Code: 129002 PROMO MECHANICS: 1. 3. Should there be any change in your personal / financial circumstances or preferences prior to three years, please get in touch with your Relationship Manager so a new CSA can be conducted to update your risk profile. They are NOT DEPOSIT products, and are not insured by the Philippine Deposit Insurance Corporation (PDIC). MUTUAL FUNDS 1.1 Introduction There are many investment avenues available in the financial market for an investor. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. As a BPI Investment Fund participant, you are not limited to your branch of account for your investment fund transactions. Note: E-wallet loading is currently unavailable in BPI Online. They are NOT DEPOSIT products, and are not insured by the Philippine Deposit Insurance Corporation (PDIC). BPI Invest Philippine Consumer Equity Index Fund. Investors can invest in bank deposits, corporate debentures and bonds, post office saving schemes etc. Step 1. As such, shares of the investor in the Fund, when redeemed, may be worth more or be worth less than his/her initial participation/contribution. The Fund Manager is not liable for losses, unless upon willful default, evident bad faith or gross negligence. Access your BPI-Philam accounts. Mutual Fund is just another investment vehicle available. Each investment vehicle has its own advantages and disadvantages. BPI mutual funds, UITF swell to P261 B . Due to the nature of the investments, yield and potential yields … Even an ordinary employee could afford to invest. Mutual Funds - Prices Per Share  (As of January 21, 2021), Mutual Funds - Prices Per Unit  (As of January 21, 2021). Before making any investment decision, take our Client Suitability Assessment to determine what type of fund best suits you. The Manager at my BPI Branch was talking to me the other day about opening an Investment Account to invest in various BPI Funds as an alternative to the current amount of cash I have at BPI. The BPI Investment Funds are best suited to investors who are generally conservative, looking for stability, minimal volatility, certainty of income. The CSA shall be subject to review every three (3) years. For the complete list, see the article on the top Philippine mutual funds for 2020 . Ask your Investment Counselor for more information on the BPI Investment Funds. Unsurprisingly, equity mutual funds performed poorly, which is why the list of Top 10 Mutual Funds in 2018 is actually dominated by “Bond Mutual Funds” as seen in the table above. BPI Asset Management and Trust Corporation (BPI AMTC) is a subsidiary of the Bank of the Philippine Islands. ABOUT PAMI Funds +63 (02) 8580-0900; 19th Floor BPI Buendia Center; Sen, Gil Puyat Ave.. Makati City; 1209, Philippines; This is not a deposit product. 2. Learn investment opportunities that are regulated by the Philippine government such as mutual funds, UITFs, ETF, PERA, VULs, MP2, SSS Flexi Fund, time deposits, etc. Due to the nature of the investments, yield and potential yields cannot be guaranteed. You can ask for someone to give you an overview. Due to the nature of the investments, yield and potential yields cannot be guaranteed. BSE . A Bond Fund-of-Funds that requires an initial investment of PHP 1,000,000 and PHP 10,000 for additional investments. 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. 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. BPI Investment Management, Inc. is the fund manager of the ALFM Mutual Funds, while BPI Asset Management serves as the investment advisor. All funds/products managed by BPI Asset Management and Trust Corporation are Trust and/or Investment Management Funds. There are many investment types that you can choose to suit your needs. However, the goal of index funds is to match the return of stock index, which is made up of blue chip top 30 Philippine companies. The CSA shall be subject to review every three (3) years. Choose the best payment option for you. A selection of forms you can download, fill in and send back to us. BPI Invest Philippine High Dividend Equity Fund, BPI Invest Catholic Values Global Equity Feeder Fund, BPI Invest Philippine Dollar Bond Index Fund, BPI Invest European Equity Feeder Fund***, BPI Fixed Income Portfolio Fund-of-Funds****, BPI Invest Philippine Consumer Equity Index Fund, BPI Invest Philippine Infrastructure Equity Index Fund. Points: 27,500. My BPI-Philam My BPI-Philam. Orders received after cutoff will automatically be booked the following banking day. ____________________________________________________________________________________________, Pamana Padala How to Open an Account Philippine-Based, Pamana Padala How to Open an Account Overseas-Based, Pamana Padala How to Enroll in Online Banking Philippine Based, Pamana Padala How to Enroll in Online Banking Overseas-Based, Pamana Padala How to Enroll in 3rd Party Funds Transfer Philippine-Bas, Pamana Padala How to Enroll in 3rd Party Funds Transfer Overseas-Based, BPI Invest Philippine High Dividend Equity Fund, BPI Fixed Income Portfolio Fund-of-Funds (e), BPI Invest Philippine Consumer Equity Index Fund, BPI Invest Philippine Infrastructure Equity Index Fund, BPI Invest Catholic Values Global Equity Feeder Fund, Odyssey Philippine High Conviction Equity Fund, BPI Invest U.S. Dollar Short Term Fund (c), BPI Invest Philippine Dollar Bond Index Fund, BPI Invest European Equity Feeder Fund (d). Please take note that there is NO guarantee on how much you will earn from BPI Short Term Fund Mutual Fund. Load your E-Wallets - Online Banking. (a) Formerly BPI Institutional Fund. You can subscribe to or redeem from our investment funds in any branch, or even through BPI ExpressOnline. STEP 1: Log in to the new BPI Mobile app and select “Payments/Load” > “Load e-wallet” tab. Fill up the forms completely and submit to any BPI/BPI Family Savings Bank branch together with a copy of your valid ID, bearing your photo and your signature. Years back, one need a lot of money in order to invest in mutual fund, but now, it is no longer that. Maximum Deposit Insurance for Each Depositor P500,000. You can also invest anytime as your orders for subscription or redemption may be received anytime within banking hours. Payment Facilities. How to Apply for an Investment Account. 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. It is currently available only through the BPI Head Office. Once you can access your Mutual Fund Investment Account via BPI Express Online account, please go to Investments > Mutual Funds > Subscribe > Subscribe Now as shown below to transact your subscription. BPI-Philam and Ayala Life Funds Information. Product & Services | Market Watcher | Careers | Security, Copyright 2015 BANK OF THE PHILIPPINE ISLANDS. I’ve also learned a great deal by dropping by any bank that offers UITF. Bank of the Philippine Islands (BPI), through its wholly-owned subsidiary BPI Investment Management, Inc. (BIMI), agreed to assume the management and distribution of the various mutual funds currently under the management of PhilAm Asset Management, Inc. (PAMI). 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. If ever you do not meet the Risk Profile needed, you may update your Risk Profile … These funds are passively managed. Access our investment funds through any of the BPI Branches nationwide or, via the Internet through BPI ExpressOnline. ____________________________________________________________________________________________ However, here is a review of earnings and performance of the fund. Download and print the account opening form. Mutual Funds are NOT deposit products and are not obligations of, or guaranteed, or insured by the Fund Managers, and are not insured by the Philippine Deposit Insurance Corporation (PDIC). BPI Asset Management is not liable for losses, unless upon willful default, evident bad faith or gross negligence. 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. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. All funds managed by BPI Asset Management are Trust and/or Investment Management Funds. Call the Bpi asset management people and ask to have a adviser, get the Bpi link to get all kinds of information on the fund products of Bpi: try this link, https://www.bpiexpressonline.com. The Trust Fee is Waived. For any inquiries and complaints relating to our services and product, you may call us at (02) 8580-AMTC (2682), send an email to bpi_asset_management@bpi.com.ph, or write a letter addressed to BPI Asset Management and Trust Corporation - Consumer Protection, 7/F BPI Buendia Center, Sen. Gil … This is why BIMI-PAMI offers wide range of mutual funds to cater to different investor profiles, from the conservative all the way to the most aggressive. If ever you do not meet the Risk Profile needed, you may update your Risk Profile … P5,000 MUTUAL FUNDS. If you have account with other mutual fund companies , these procedures may help you do the same transaction easily. Investors are advised to read the Prospectus of the Fund which may be obtained from authorized distributors before deciding to invest. 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. Reward can be claimed only by Cardholders who are existing BPI Investment Management Inc. (BIMI) investors and suitable in his/her chosen fund. Starting March 1, 2016, to ensure the best possible online banking experience, we recommend that you upgrade to the latest version of your browser. These types of investments depend on the performance of the stock market as well as on the performance of companies where BPI is investing the money. BPI Investment Management, Inc. is the fund manager of the ALFM Mutual Funds, while BPI Asset Management serves as the investment advisor. Best viewed on Safari 8, Chrome 44, Google Android 5.1, Internet Explorer 11, Microsoft Edge, Mozilla Firefox 38.6, and Opera browser 30 or higher versions. However, please be informed that you can only subscribe in an ALFM Fund if your Risk Profile is suitable to the preferred Fund. Once you can access your Mutual Fund Investment Account via BPI Express Online account, please go to Investments > Mutual Funds > Subscribe > Subscribe Now as shown below to transact your subscription. Today, I will teach you the step by step procedures on how to do add more funds to your Sunlife Mutual Fund account via BDO or BPI online banking. Bancassurance Portal. Ted P. Torres (The Philippine Star) - January 25, 2016 - 9:00am . Under the program, Real Thrills Rewards Premium (RTR Premium) points shall be used to subscribe to additional investments. Earnings are not assured and principal amount invested is exposed to risk of loss. Mutual Funds are NOT deposit products and are not obligations of, or guaranteed, or insured by the Fund Managers, and are not insured by the Philippine Deposit Insurance Corporation (PDIC). BPI Invesment Management, Inc. (BIMI) is the newly appointed fund manager of PAMI mutual Funds. All funds managed by BPI Asset Management are Trust and/or Investment Management Funds which DO NOT carry any guarantee of income or principal, and are not covered by the Philippine Deposit Insurance Corporation (PDIC). For someone to give you an overview Branches bpi mutual funds or, via the Internet BPI. Not liable for losses, unless upon willful default, evident bad faith or gross negligence Universal or... 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