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Investment 101

Thinking about investing but not sure how to start? We’re here to help.

Retirement Fund Calculator

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#MoneySeries by BPI Wealth

Watch investment life hacks and get insights and practical tips to help you make smarter financial decisions.

BPI Investment Funds Available for You
UITF

BPI Short Term Fund

A must-have fund for emergencies or immediate cash needs.
Mutual Fund

ALFM Peso Bond Fund

Achieve steady peso-denominated income over the medium-term.
UITF

BPI Philippine Equity Index Fund

Ride the Philippine economic growth through investments in top local companies.
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) 889-10000
    For inquiries and comments, please call our 24-hour BPI Contact Center.
  • email
    bpiwealth@bpi.com.ph
    For 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.
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