Features
newbie investor

Made for new investors

For beginners who want to grow their money without taking big risks.

Capital Preservation

Focuses on capital preservation

Invests in short-term peso-denominated investments to balance the safety and growth of your money.

Title

Prioritizes stability

For investors looking for stable income and quick access to funds.

Overview

The Fund aims to achieve preservation of capital and stable income by investing in a diversified portfolio of Philippine Peso denominated short-term fixed income and money market instruments.

ALFM Money Market Fund (Units)
Investor TypeConservative
Fund TypeMoney Market Fund
Benchmark75% 91-day Philippine Treasury Bill (net of tax) + 25% BPI Philippine Government Money Market Index
Base CurrencyPhilippine Peso
Launch DateSeptember 1, 2022
Minimum Initial Investment/Maintaining BalancePhp 1,000
Minimum Initial RSPPhp 1,000
Minimum Transaction Amount/Minimum RSP AmountEquivalent amount of 1 share
Minimum Holding Period7 calendar days
Early Redemption Fee1% of the redemption amount
Management and Advisory Fee0.50% p.a.
Cut-off Time2:00 PM
Contribution SettlementDay 1 End-of-Day
Redemption SettlementDay 1 End-of-Day

Start your investment journey

Open an investment account.

Downloadable files
Prospectus

English

File-type

File-size

download-icon
Annual Corporate Governance Report

English

File-type

File-size

download-icon
Manual of Corporate Governance

English

File-type

File-size

download-icon
Fund Fact Sheets
Contact us

At BPI Wealth, we are committed to providing our customers with superior services. Your opinions or suggestions regarding our products and services will enable us to serve you better. To share your opinions or suggestions, you may contact us through the following channels:

Please contact us through:

 

  • Phone
    (+632) 889-10000
    For inquiries and comments, please call our 24-hour BPI Contact Center.
  • email
    bpiwealth@bpi.com.ph
    For concerns about starting or management of your investments, please send us an email to this address.
These are NOT DEPOSIT PRODUCTS. Earnings are not assured and principal amount invested is exposed to risk of loss. This product cannot be sold to you unless the benefits and risks have been thoroughly explained. If you do not fully understand this product, do not purchase or invest.
Mutual Funds are NOT deposit products and are not guaranteed by BPI Wealth (the Fund manager and principal distributor), Bank of the Philippine Islands and its affiliates/subsidiaries. The Fund is not insured by the Philippine Deposit Insurance Corporation. Investment returns and principal value are not guaranteed, and market fluctuations may result in gains or losses. Redemption may be subject to conditions or fees and Fund units may be worth more or less than the initial investment. Past performance does not guarantee future results. Investors should read the Fund's Prospectus, available from authorized distributors, for detailed information before investing.

For inquiries and comments, please send an email to bpiwealth@bpi.com.ph or call us at (+632) 889-10000.


Regulated by Bangko Sentral ng Pilipinas, https://www.bsp.gov.ph, and Securities and Exchange Commission, https://www.sec.gov.ph.
Need more help?

Get all the help for your banking needs.

prefered