- BPI Sustainable Global Bond Fund-of-Funds KIIDS July 2023
- BPI Sustainable Global Bond Fund-of-Funds KIIDS June 2023
- BPI Sustainable Global Bond Fund-of-Funds KIIDS May 2023
- BPI Sustainable Global Bond Fund-of-Funds KIIDS April 2023
- BPI Sustainable Global Bond Fund-of-Funds KIIDS March 2023
- BPI Sustainable Global Bond Fund-of-Funds KIIDS February 2023
- BPI Sustainable Global Bond Fund-of-Funds KIIDS January 2023
Invest with a heart
Invest in companies, industries, and projects that promote or practice green economic activities, climate change mitigation and adaptation projects, and other positive environmental and social impact initiatives.
Top-up your investments automatically monthly or quarterly through the Regular Subscription Plan (RSP).
Access leading offshore funds in a single fund
Participate in various funds issued by leading global fund providers by investing in the Fund. Our fund managers select the best target funds in the market to achieve superior risk-adjusted returns.
View and transact online
Subscribe, redeem, and view your quarterly Investment Fund Statements conveniently through Investments Online on the BPI App.
The Fund, operating as a Fund-of-Funds, seeks to achieve capital appreciation and income by investing in a diversified portfolio of global fixed income collective investment schemes which integrate environmental, social, and governance criteria in its investment process. The benchmark of the Fund is the Bloomberg Barclays Global Aggregate Bond Index (Unhedged).
*Fund price is updated after 12 NN on the next banking day. Price data are for information purposes only and shall not be conclusive unless otherwise verified and validated against the records of BPI Wealth.
|BPI Sustainable Global Bond Fund-of-Funds|
|Fund classification||Bond Funds|
|Launch date||Mar 28, 2022|
|Minimum initial investment||USD 100|
|Minimum transaction amount||None (Transaction amount must be equivalent to at least 0.0001 unit)|
|Minimum holding period||None|
|Early redemption penalty||None|
|Trust fee||0.50% p.a.|
|Valuation of the fund||Marked-to-market daily|
|Cut-off time||2:00 PM|
|Subscription settlement||Day 2|
|Redemption settlement||Day 6 end-of-day|
|Pricing schedule||Day 2|
|Recommended investment horizon||At least 1 year|
|Target fund||Refer to the fund's KIIDS|
Please pick a date range below to view graphical history data. Fund performance data is available except on public holidays and weekends.
Regular Subscription Plan
Build-up your wealth by investing regularly and grow your investment for as low as Php 1,000.
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) 889-10000This is our 24-hour hotline number.
firstname.lastname@example.orgFor concerns about starting or management of your investments, please send us an email to this address.