Metrobank Unit Investment Trust Funds
Metrobank offers Unit Investment Trust Funds (UITFs) that let you invest with the help of Metrobank’s financial experts.
Unlike deposit accounts, UITFs do not grow your money through interest. Instead, the money you invest in them grows depending on growth in the value of the assets in the fund you select after a period of time.
Based on the strategy of a qualified fund manager, each fund invests in higher-tier financial assets such as stocks, corporate notes, government securities, or high-yielding deposits.
You have several funds that you can choose from, each designed to help you meet a certain financial goal. Here are the kinds of Metrobank UITFs:
Fund of Funds (PHP)
This fund allows you to use your Philippine Pesos to access global markets and relevant themes that have potential to gain above market returns over the long term.
• Metro Multi-Themed Equity Fund of Funds
Learn more about Metro Multi-Themed Equity Fund of Funds
Aspire Funds (PHP)
These are funds that help you build up the habit of investing because you can start investing for an affordable amount and auto-invest monthly for at least two years.
• Metro Aspire Bond Feeder Fund
• Metro Aspire Balanced Feeder Fund
• Metro Aspire Equity Feeder Fund
Learn more about Aspire Funds.
Fixed Income Funds (PHP and USD)
These are funds that allow you to protect and grow the money you’ve been saving up for future expenses by investing in time deposits, government securities, or corporate bonds. They are good for short-term (30 days to one year) or medium-term (one to five years) goals.
• Metro Money Market Fund
• Metro Short Term Fund
• Metro Max-3 Bond Fund
• Metro Max-5 Bond Fund
• Metro Corporate Bond Fund
• Metro Unit Paying Fund
• Metro$ Money Market Fund
• Metro$ Short Term Fund
• Metro$ Max-5 Bond Fund
• Metro$ Asian Investment Grade Bond Fund
Learn more about Fixed Income Funds.
Balanced and Equity Funds (PHP and USD)
These are funds that let you pursue a wealthy future through capital appreciation by investing in either a mix of bonds and stocks or in stocks only. They are good for long-term (five or more years) goals.
• Metro Balanced Fund
• Metro Equity Fund
• Metro Philippine Equity Index Tracker Fund
• Metro High Dividend Yield Unit Paying Fund
Learn more about Balanced and Equity Funds.
Feeder Funds (PHP and USD)
These are funds that let you invest your Philippine Pesos and US dollars in the international markets through units of global funds.
• Metro Clean Energy Equity Feeder Fund
• Metro$ World Equity Feeder Fund
• Metro$ US Equity Feeder Fund
• Metro$ Eurozone Equity Feeder Fund
• Metro$ Japan Equity Feeder Fund
• Metro$ US Investment Grade Corporate Bond Feeder Fund
Learn more about Feeder Funds.
PERA Funds (PHP)
These are funds that let you set aside and invest money for a comfortable retirement by investing in assets which are tax-exempt in accordance with the PERA Law.
• Metrobank PERA Money Market Fund
• Metrobank PERA Bond Fund
• Metrobank PERA Equity Fund
UITF is not a deposit product and is not insured by the Philippine Deposit Insurance Corporation (PDIC). Prospective clients undergo a profiling process to determine their suitability to invest in a particular UITF based on their investment objectives and risk tolerance. Returns cannot be guaranteed and historical NAVPU is for illustration of NAVPU movements/fluctuations only. When redeeming, the proceeds may be worth less than the original investment and any losses will be solely for the account of the client. The trustee is not liable for any loss unless upon willful default, bad faith or gross negligence.
Metropolitan Bank and Trust Company is regulated by the Bangko Sentral ng Pilipinas (BSP).
For any inquiries and complaints relating to Trust Products and Services you may call our hotline at (632)88-700-700 or send an email to customercare@metrobank.com.ph. You may also file complaints at BSP Financial Consumer Protection Department at (632)8708-7087 or consumeraffairs@bsp.gov.ph. To know your rights under BSP Circular No. 857 (Regulations on Financial Consumer Protection), please access a copy at the BSP website (bsp.gov.ph).
