With a personalized approach tailor fitted to your unique investment requirements, we will help you plan and achieve your financial goals. Whether you are just starting to invest and need the guidance of our Investment Counselors to help you understand your options, or already have a deep understanding of investments and ready to look at how your different financial goals mesh together, you can count on BPI to be there every step of the way. Our capabilities allow you the flexibility to do self-service investments via the internet, or financial advisory and fund management through our Investment Counselors, all at your own convenience. We have also made our wide array of investment products more affordable so you could build wealth earlier, easier.
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.
Odyssey Funds are actively-managed funds that represent BPI Asset Management's specialist or opportunistic strategies that express the fund manager's best ideas to derive higher total return consistent with clients' more aggressive risk profiles. The Odyssey Funds are best suited for the more aggressive investors, have preference for specific sectors, looking to create wealth and expand their asset bases.
To know more about BPI Unit Investment Trust Funds (UITFs), click here.
BPI Investment Management Inc. (BIMI) manages six ALFM Mutual Funds. Investors can either choose a single fund to invest in or create their own diversified portfolios, depending on their respective risk profiles and investment goals. To know more about ALFM and how to determine the right investment fund/s for you, please visit the ALFM Mutual Funds website. You may also contact ALFM's Mutual Fund Sales Agents who are equipped with relevant information needed to guide and advise you about investing in ALFM Mutual Funds.
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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 email@example.com 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: firstname.lastname@example.org. To know your rights please refer to BSP Circular No. 857 (Regulations on Financial Consumer Protection)