Overseas Filipinos work hard to save build for the future. Let your money work for your goals through investments. At BPI, you can start investing for a financially secure future even while you’re abroad.
With numerous options, BPI makes it easy for Overseas Filipinos to invest. From low initial investments to small regular contributions, there’s an investment plan for every type of Overseas Filipino. And with the help of BPI Investment Advisors, you can feel at ease knowing there is someone to guide you through every step of the way.
BPI offers investment options that will fit your profile and goals, whether you’re a conservative investor or are willing to take bigger risks. Explore our investment options today:
For beneficiaries of Overseas Filipinos who seek short-term investments, the BPI Short Term Fund is an ideal option. Featuring a diversified portfolio of short-term investments such as government and corporate bonds, the BPI Short Term Fund is suited for those with moderately conservative risk profile.
Overseas Filipinos may invest for as low as PHP 10,000, and subscribe to additional funds for only PHP 1,000. There is also no minimum holding period, which means that investors can cash out their investments at any time with no penalties or surcharges.
Take our Client Suitability Assessment Test to determine your risk profile. Consult with a BPI Investment Counselor today and learn how you can maximize your long-term financial goals.
*The fund, having substantial investments in BSP SDA is restricted to non-residents per BSP Memorandum No. M-2012-034 dated July 13, 2012.
All funds/products managed by BPI Asset Management and Trust Corporation are Trust and/or Investment Management Funds. These are NOT DEPOSIT products and are not an obligation of, or guaranteed, or insured by BPI Asset Management and Trust Corporation 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 of the trustor 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. The Trustee is not liable for losses, unless upon willful default, evident bad faith or gross negligence. Trustors are advised to read the Declaration of Trust, which may be obtained from the office of the Trustee, before deciding to invest.
BPI Asset Management and Trust Corporation (BPI AMTC) is a subsidiary of the Bank of the Philippine Islands. For any inquiries and complaints relating to our services and products, you may call our hotline: 89-100, send an email to firstname.lastname@example.org or write a letter addressed to BPI Asset Management and Trust Corporation - Consumer Protection, 17F, BPI Building, Ayala Ave. cor. Paseo De Roxas, Makati City, 1226.
BPI AMTC as Trustee / Investment Manager is supervised by the Bangko Sentral ng Pilipinas (BSP) with telephone number (632) 708-7087 and e-mail address: email@example.com. To know your rights please refer to BSP Circular No. 857 (Regulations on Financial Consumer Protection)