Proven performance
Consistently delivering positive results over 25 years.
Insurance benefits
Enjoy free group term insurance worth PHP 200,000 with a minimum PHP 100,000 investment.
Steady returns with lower risks
Designed for modest gains with managed volatility.
The Fund aims to achieve a steady stream of income by investing in a diversified portfolio of Philippine Peso denominated high-grade fixed income instruments, such as but not limited to, government securities, corporate notes and bonds, and fixed income funds.
ALFM Peso Bond Fund | |
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Investor Type | Moderately Conservative |
Fund Type | Medium Term Bond Fund |
Benchmark | 75% 91-day Philippine Treasury Bill (net of tax) + 25% BPI Philippine Government 1-5 Year Index |
Base Currency | Philippine Peso |
Launch Date | July 18, 1997 |
Minimum Initial Investment/Maintaining Balance | Php 1,000 or equivalent amount of approximately one (1) share |
Minimum Initial RSP | Php 1,000 or equivalent amount of approximately one (1) share |
Minimum Transaction Amount/Minimum RSP Amount | Equivalent amount of 1 share |
Minimum Holding Period | 90 calendar days |
Early Redemption Fee | 1% of the redemption amount |
Management and Advisory Fee | 1.25% p.a. |
Cut-off Time | 2:00 PM |
Contribution Settlement | Day 1 End-of-Day |
Redemption Settlement | Day 1 End-of-Day |
2025
2024
- ALFM Peso Bond Fund Fact Sheet December 2024
- ALFM Peso Bond Fund Fact Sheet November 2024
- ALFM Peso Bond Fund Fact Sheet October 2024
- ALFM Peso Bond Fund Fact Sheet September 2024
- ALFM Peso Bond Fund Fact Sheet August 2024
- ALFM Peso Bond Fund Fact Sheet July 2024
- ALFM Peso Bond Fund Fact Sheet June 2024
- ALFM Peso Bond Fund Fact Sheet May 2024
- ALFM Peso Bond Fund Fact Sheet April 2024
- ALFM Peso Bond Fund Fact Sheet March 2024
- ALFM Peso Bond Fund Fact Sheet February 2024
- ALFM Peso Bond Fund Fact Sheet January 2024
2023
- ALFM Peso Bond Fund Fact Sheet December 2023
- ALFM Peso Bond Fund Fact Sheet November 2023
- ALFM Peso Bond Fund Fact Sheet October 2023
- ALFM Peso Bond Fund Fact Sheet September 2023
- ALFM Peso Bond Fund Fact Sheet August 2023
- ALFM Peso Bond Fund Fact Sheet July 2023
- ALFM Peso Bond Fund Fact Sheet June 2023
- ALFM Peso Bond Fund Fact Sheet May 2023
- ALFM Peso Bond Fund Fact Sheet April 2023
- ALFM Peso Bond Fund Fact Sheet March 2023
- ALFM Peso Bond Fund Fact Sheet February 2023
- ALFM Peso Bond Fund Fact Sheet January 2023
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:
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Phone(+632) 889-10000For inquiries and comments, please call our 24-hour BPI Contact Center.
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emailbpiwealth@bpi.com.phFor concerns about starting or management of your investments, please send us an email to this address.