Why it pays to invest in diversified assets – Manila Bulletin

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BPI Asset Management and Trust Corporation (BPI AMTC), the wealth management arm of Bank of the Philippine Islands (BPI), reports outstanding performance among its Unit Investment Trust Funds, collectively known as BPI Invest.

Showing resilience in the face of the headwinds that have accompanied the pandemic, among its list of top performing funds this year include BPI Invest Global Equity Fund-of-Funds, BPI Invest Philippine Infrastructure Equity Index Fund, BPI Invest US Dollar Short Term Fund and BPI Money Market Investment Fund.

“Investing in 2021 presented unique challenges. It was previously predicted that the global economy would be fully reopened by this year as life-saving vaccines became available worldwide. Instead, the world was faced with two new variants of the COVID-19 virus, bringing back lockdowns and market volatility. Investors who have remained invested in diversified assets during these uncertain times have seen their portfolios generate positive returns, at a time when current market yields have remained low. In the long term, this pandemic is expected to significantly change the way we live and work. We are confident that people and businesses will be able to adapt in order to make them more resilient,” said Smith L. Chua, chief investment officer of BPI AMTC.

BPI AMTC’s flagship global equity fund, the BPI Invest Global Equity Fund-of-Funds, posted a year-on-year return of 15.29% in November 2021, outperforming its benchmark by 0.54% (out of three years) to 1.14% (over five years). ). The Fund provides access to a selection of offshore funds managed by reputable global asset managers such as State Street Global Advisors, Wellington Management and Capital Group. Its performance, based on risk-adjusted returns over the past five years, has led the CFA Society Philippines to award it the title of “Best Managed Fund” in the Dollar Equity category for the fifth consecutive year.

Meanwhile, the influx of public infrastructure spending on the domestic front has given the sector a much-needed boost and is expected to continue to do well and support the Philippines’ economic growth in 2022, according to a report by the Asian Development Bank. BPI AMTC’s BPI Invest Philippine Infrastructure Equity Index Fund, unique to BPI AMTC, provides exposure to key infrastructure sectors such as services, industrials and holding companies. The fund shows an exceptional one-year performance of 34.73% in November 2021, the highest among national equity index unit trust funds based onwww.uitf.com.ph, an industry website that tracks and publishes the performance of UITFs in the Philippines. The fund outperformed its benchmark by 0.73% (over three years) to 0.81% (over four years).

BPI AMTC also offers investors a haven from today’s market volatilities with money market funds that offer stable returns such as the BPI Invest Money Market Fund for Philippine peso investors and the BPI Invest US Dollar Short Term Fund for investors. US dollar investors. Money market fund BPI Invest posted returns of 1.13% while short-term US dollar fund BPI Invest returned 0.29%, some of the highest one-year returns in their respective categories also according to www.uitf.com.ph.

Trust BPI Invest

In an effort to regain investor confidence in the Philippines amid the backlash of the global pandemic, BPI AMTC has launched #TrustBPIInvestan aggressive campaign that aims to reintroduce its range of best-performing Unitary Investment Trust Funds (UITFs) or BPI Invest Funds.

Rooted in its unwavering commitment to clients over the years, the campaign shines a light on life’s greatest moments and how BPI Invest empowers clients to dream big, take risks and realize their full potential while navigating in the twists and turns of life. The campaign focuses on trust as an integral theme that builds the most important relationships and enables crucial life decisions.

“The campaign reflects our brand’s commitment to always be present in the lives of our customers. Whether they are starting their career, planning their next destination, building up funds for big purchases, starting a family or thinking about retirement, our wide range of BPI Invest funds can meet their specific needs. We believe that everyone’s journey is unique and that success is not always a linear path. Our commitment is that wherever you are on the journey and whatever your goals, we will meet you there. You can trust our experience, our expertise and our commitment to you, your growth and your success,” said Sheila Marie U. Tan, President and CEO of BPI AMTC.

Today, BPI AMTC has a total of 882 billion pesos in assets under management, capturing 18% market share in the Philippines. The company is home to 34 innovative, multi-award winning BPI Invest funds that provide Filipinos with access to the most promising industries in the local and global investment space.

BPI AMTC remains at the forefront of financial inclusion in the country by offering tailored BPI Invest funds that meet the specific needs of their clients, wherever they are in their investment journey. To learn more about BPI Invest, visit https://bit.ly/BPIINVEST-UITF