A wide variety of investment funds
BPI Wealth Builder
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.
Conservative funds
These funds aim to preserve your money and let it grow gradually over time. Ideal for those who value stability and peace of mind.
Moderately conservative funds
These funds offer relatively stable returns that are slightly higher than traditional term deposit. Suitable for cautious investors who want a slightly more rewarding approach.
Moderately aggressive funds
These funds offer a balance between growth in capital and income. Ideal for investors who want to grow their assets while keeping risk in check.
Aggressive funds
These are high reward, high risk investments. Suitable for those who can ride out market highs and lows in exchange for stronger growth.
BPI PERA Funds
PERA is short for Personal Equity and Retirement Account. It refers to a voluntary retirement account established by and for the exclusive use and benefit of the Contributor for the purpose of being invested solely in PERA investment products in the Philippines.
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:
-
Phone(+632) 889-10000For inquiries and comments, please call our 24-hour BPI Contact Center.
-
emailbpiwealth@bpi.com.phFor concerns about starting or management of your investments, please send us an email to this address.
Unit Investment Trust Funds (UITF) and Mutual Funds are regulated collective investment schemes.
A UITF is regulated by the Bangko Sentral ng Pilipinas (BSP). It is an open-end pooled trust fund operated and administered by a trust entity, such as BPI Wealth – A Trust Corporation (BPI Wealth), in accordance with the BSP-approved Plan Rules or Declaration of Trust. A mutual fund is an open-end investment company registered with and regulated by the Securities and Exchange Commission (SEC) managed and distributed by duly regulated entities such as BPI Wealth.
Investment funds are NOT deposit products and are not insured by PDIC. Earnings are not assured, and the principal is at risk of loss. These products cannot be sold unless their risks and benefits are fully explained. They are not guaranteed or insured by BPI Wealth, BPI, or their affiliates and/or subsidiaries.
Regulated by the Bangko Sentral ng Pilipinas, https://www.bsp.gov.ph, and Securities and Exchange Commission, https://www.sec.gov.ph.
Related information
