Press releases
Mar 10, 2023

BPI Invest Global Equity Fund-of-Funds maintains its winning streak in the Chartered Financial Analyst (CFA) Society of the Philippines’ 2020 Best Managed Funds Awards under the dollar equity category. The fund has been a recipient of this award for four consecutive years, dominating the category in four out of five editions of the search.

With growing investment options available to the public, the search aims to help retail investors make better investment decisions by introducing them to risk-adjusted fund performance. It also aims to advance the investment discipline of fund managers through the recognition of their prudence, ethics, and investment excellence.

This year, a total of 63 funds from 13 investment houses and trust institutions participated in the search. The title, Best Managed Fund, is awarded based on recent performance and consistency over time, particularly the fund’s three-year and five-year track record. Institutions compliant with the CFA Institute Asset Manager Code are given additional points for upholding the highest standards of ethics and professionalism in fund management. Winners were recognized through a virtual awarding ceremony last September 15.

“Amidst all the uncertainties and volatilities of today’s market, our fund managers are committed to carefully balance value creation hand in hand with risk mitigation for our clients. We always keep in mind that our clients’ best interests come first,” said Sheila Marie Tan, President of BPI Asset Management and Trust Corporation (BPI AMTC).

BPI Invest Global Equity Fund-of-Funds is the first global equity unit investment trust fund in the country, weathering various economic cycles for almost three decades. Proving its consistent performance and continued client trust, the fund remains the largest in the category with over 40% market share based on publicly available information as of June 2020.

“The recent COVID-19 pandemic has brought into light the importance of having a truly diversified portfolio. Clients who invested a portion of their funds to BPI Invest Global Equity Fund-of-Funds are better positioned through their exposure to various countries and industries and to high quality stocks that are able to withstand market shocks,” said Smith Chua, Chief Investment Officer of BPI AMTC.

BPI Invest Global Equity Fund-of-Funds invests in various offshore funds, utilizing the expertise of leading asset managers across the globe. As of July 2020, investors of the fund are granted a diversified exposure to various regions such as North America, Europe, Asia Pacific, and other emerging markets at 61%, 19%, and 12% of the fund, respectively.

Investors also gain exposure to various sectors such as information technology, healthcare, consumer, and communications and utilities at 27%, 20%, 16%, and 11% of the fund, respectively. For the past one year, the fund provided 11.87% returns, double the performance of its benchmark, Morgan Stanley Capital International (MSCI) World Index (USD) at 5.32%.

BPI Invest Global Equity Fund-of-Funds is managed by BPI AMTC, the largest standalone trust corporation in the country. The fund is conveniently available through BPI Online and in any BPI or BPI Family Savings Bank branch. Investors may subscribe to the fund for as low as USD 500. For inquiries, you may call BPI Asset Management and Trust Corporation at 8580-AMTC (2682).

BPI AMTC as Trustee and Investment Manager is regulated by the Bangko Sentral ng Pilipinas.

Published on September 25, 2020

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