Choose the right fund for you
We offer a wide range of Unit Investment Trust Funds providing you access to local and global investment strategies depending on your goals, needs and risk profile.
What is a UITF?
A Unit Investment Trust Fund or UITF is a collective investment scheme wherein your money will be pooled together with other investors' money into one fund managed by a professional fund manager in order to achieve a specific investment goal. Your money has the potential to grow more than when placed in savings or time deposits.
So whether you're looking for income-paying funds, low volatility investments or diversified exposure to innovative global strategies, we can help you get started!
Looking for investment with protection? View our Insurance and Investment Products
Elevate your income opportunities with our income-paying UITFs!
Resilient and consistent income streams can cushion the impact of market swings. Navigate the investment landscape with our suite of income solutions.
Our income-paying funds have the following fund features:
| Multi-Currency Structure | PHP-Unhedged and USD |
| Minimum Initial Investment | P1,000 or $1,000 |
| Minimum Succeeding Transaction Amount | P1,000 or $100 |
| Early Redemption Charge | None |
Diversify your portfolio with our capital growth-focused UITFs.
Capture the growth of the biggest economies and harness the power of megatrends. Invest in companies that will benefit from themes that have strong long-term capital growth potential. Participate in the growth of the biggest companies in the world.
All our capital growth-focused funds have the following fund features:
| Multi-Currency Structure for Offshore Funds | PHP-Unhedged and USD |
| Single-Currency Structure for Onshore Funds | PHP |
| Minimum Initial Investment | P1,000 or $100 |
| Minimum Succeeding Transaction Amount | P1,000 or $100 |
| Early Redemption Charge | None |
Find a calm holding place with these low volatility UITFs!
Let your money grow while planning for your next move. Whether you are looking for funds that can lower your overall portfolio risk or a parking facility in times of high market volatility, we have options for you!
Our low volatility funds have the following fund features:
| Single Currency and Multi-Currency Structure for Offshore Funds | PHP-Unhedged and USD |
| Single-Currency Structure for Onshore Funds | PHP |
| Minimum Initial Investment | P1,000 or $100 |
| Minimum Succeeding Transaction Amount | P1,000 or $100 |
| Early Redemption Charge | None |
Start investing in your future, today.
Start investing in your future, today.
Talk to a Wealth Specialist to know more about UITFs.