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Meet your Vestie

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.

Features
Minimum investment

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

Online accessibility

Open an account digitally and monitor your investment and benefit entitlement through the BPI App or BPI Online.

Regular monthly transactions

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

Exciting benefits, no extra cost

Enjoy cumulative lifestyle, health, medical, and life protection benefits for free as you reach key investment milestones.

Benefit levels

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.

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.

Wealth Builder Calculator

Use this calculator to help give you a roadmap for building a disciplined investment plan with BPI Wealth Builder.​

Are you retirement ready?​

We all want a secure financial future, but life's daily demands often push retirement planning to the back burner.

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.
Overview

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​

Board of Directors

Maria Theresa D. Marcial

Chairman / Director

Perlita S. Mapanao

President / Director

Harold Ceasar T. Verayo

Treasurer / Director

Raymund Martin T. Miranda

Lead Independent Director

Ignacio R. Bunye

Independent Director
Downloadable files

Fund documents

Fund Primer

English

File-type

File-size

Download
Prospectus - December 16, 2024

English

File-type

File-size

Download
Product Highlight Sheet

English

File-type

File-size

Download

Other corporate documents

Manual of Corporate Governance

English

File-type

File-size

download-icon
SEC Form ICA 7-A

English

File-type

File-size

download-icon
SEC Form ICA 12-1

English

File-type

File-size

download-icon

Start your investment journey

e-Invest in BPI Wealth Builder today.​

Contact us

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.

This is NOT A DEPOSIT PRODUCT. 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.​
BPI Wealth Builder (the "Fund") is NOT a deposit product and is not guaranteed by BPI Wealth (the "Fund Manager"), BPI Investment Inc. ("BII" or the "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 wealthbuilder@bpi.com.ph or call the 24-hour BPI Contact Center at (+632) 889-10000.​
BPI Wealth Builder and BII are regulated by the Securities and Exchange Commission ("SEC"), www.sec.gov.ph.​
BPI Wealth is regulated by the Bangko Sentral ng Pilipinas, www.bsp.gov.ph, and SEC. 
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