Joining you in your journey is your investment companion, Vestie - ready to level up as your investment grows. Investment top-ups as affordable as Php 100 empower your Vestie, making it stronger and unlocking new capabilities along the way.
By growing your wealth, you’re nurturing a trusted partner that works for you. Take care of your Vestie, and it will take care of you.
Start growing your money with BPI Wealth Builder!
Watch your Vestie evolve
Hit investment milestones and unlock lifestyle, health, medical, and life protection benefits at no extra cost.
Minimum investment
Start maximizing your long-term gains for as low as Php 1,000 with our expertly managed investment fund featuring a diverse mix of local and global opportunities.
Online accessibility
Open an account digitally and monitor your investment and benefit entitlement through the BPI App or BPI Online.
Regular monthly transactions
Reach your investment goals effortlessly with automated monthly contributions starting at just Php 100. Enjoy regular retirement income through monthly withdrawals, while the rest of your fund stays invested and grows.
Exciting benefits, no extra cost
Enjoy cumulative lifestyle, health, medical, and life protection benefits for free as you reach key investment milestones.
With BPI Wealth Builder, each investment milestone brings you closer to your financial goals while providing you rewarding benefits along the way. Level up your investments and check out what perks you can enjoy at every tier.
BPI Rewards
Health e-Gift Certificate
Medical Consultations
Accidental Death, Dismemberment, and Disability Coverage
Annual Physical Exam
Life Protection
Family Health Plan
Hospital Income Benefit
BPI Rewards
Health e-Gift Certificate
Medical Consultations
Accidental Death, Dismemberment, and Disability Coverage
Annual Physical Exam
Life Protection
Family Health Plan
Hospital Income Benefit
BPI Rewards
Health e-Gift Certificate
Medical Consultations
Accidental Death, Dismemberment, and Disability Coverage
Annual Physical Exam
Life Protection
Family Health Plan
BPI Rewards
Health e-Gift Certificate
Medical Consultations
Accidental Death, Dismemberment, and Disability Coverage
Annual Physical Exam
Life Protection
BPI Rewards
Health e-Gift Certificate
Medical Consultations
Accidental Death, Dismemberment, and Disability Coverage
Annual Physical Exam
BPI Rewards
Health e-Gift Certificate
Medical Consultations
Accidental Death, Dismemberment, and Disability Coverage
BPI Rewards
Health e-Gift Certificate
Medical Consultations
BPI Rewards
Health e-Gift Certificate
BPI Rewards
IMPORTANT NOTES:
1. Eligibility for benefits is based on the investment’s cost or market value, whichever is higher, at the end of each month. Benefits will be distributed or discontinued, as the case may be, the following month.
2. Investors will not incur upfront costs to qualify for the benefits.
3. The Fund Manager retains the right to modify or discontinue the benefits, as circumstances may warrant, with due notice to the investors.
Use this calculator to help give you a roadmap for building a disciplined investment plan with BPI Wealth Builder.
Disclaimer: The calculator is provided for simulation purposes only and to aid the investor in designing an investment plan. The results should not be considered as financial advice. Investors are encouraged to seek professional advice to make informed financial decisions specific to their individual preferences and circumstances.
BPI Wealth Builder is a Philippine Peso denominated multi-asset mutual fund with the primary investment objective of long-term capital growth through investments in a full range of assets in both domestic and international markets.
BPI Wealth Builder | |
---|---|
Fund classification | Multi-Asset Mutual Fund |
Risk profile | Moderately Aggressive |
Base currency | Philippine Peso |
Launch date | December 18, 2024 |
Minimum initial and maintaining investment | Php 1,000 |
Minimum transaction amount | Php 100 |
Minimum monthly top-up / withdrawal amount | Php 100 |
Minimum holding period | 365 calendar days |
Early redemption fee | 1.50% of the redemption proceeds |
Total management fee | 2.00% p.a. |
Cut-off time | 2:00 PM |
Subscription settlement | T+1 |
Redemption settlement | T+5 |
Pricing schedule | T+1 |
Recommended investment horizon | More than 5 years |
Maria Theresa D. Marcial
Perlita S. Mapanao
Harold Ceasar T. Verayo
Raymund Martin T. Miranda
Ignacio R. Bunye
Fund documents
Other corporate documents
Your opinions or suggestions regarding BPI Wealth Builder will enable us to serve you better.
For inquiries and comments, please call our 24-hour BPI Contact Center at (+632) 889-10000 or send an email to wealthbuilder@bpi.com.ph.