BPI Wealth continues to raise the bar in the investment management space, securing multiple accolades at the CFA Society Philippines Best Managed Funds Awards 2025. Six standout funds earned top honors, each recognized for delivering strong returns, demonstrating sound risk management, and maintaining a long-term, sustainable approach to investing.
This recognition underscores BPI Wealth’s disciplined strategy—one that carefully balances return potential with thoughtful risk oversight, guided by a vision to help clients achieve lasting financial goals. Spanning multiple asset classes and geographies, these award-winning funds offer investors diversified exposure suited to different goals and risk appetites.
Among them, the BPI US Dollar Short Term Fund, winner of the Dollar Money Market Fund (FVPL) category, continues to shine as the largest dollar-denominated short-term UITF in the industry, investing in high-quality, short-duration fixed income instruments. With no holding period and steady yields, it remains ideal for conservative investors seeking capital preservation. As of end-2024, the fund delivered a 1-year return of 4.50% and a 3-year return of 9.52%.
For peso investors with a moderately conservative profile, the ALFM Peso Bond Fund, recognized in the Peso Medium Term Bond Fund (HTM) category, offers a well-diversified portfolio of high-grade fixed income instruments. Recognized as the largest peso-denominated mutual fund in the Philippines, as of end-2024, it posted a 1-year return of 3.18%, a 3-year return of 7.63%, and a 5-year return of 12.61%, reflecting stable performance through market cycles.
The BPI US Equity Index Feeder Fund, recipient of the Dollar Global Equity Index Feeder Fund award, provides investors with exposure to the largest companies in the United States through the S&P 500 Index. Launched in 2014 as the first fund in the Philippines to offer this via a peso share class, it continues to appeal to long-term investors. The fund can be invested in using either USD or PHP and has achieved impressive results. As of end-2024, the fund's US Dollar share class has realized a 1-year return of 24.17%, a 3-year return of 25.39%, and a 5-year annualized return of 13.02%, closely tracking the performance of the S&P 500 Net Total Return Index.
Meanwhile, the BPI Infrastructure Equity Index Fund, recognized in the Peso Local Equity Thematic Fund category, taps into the Philippines’ growth story by investing in infrastructure-related stocks. Launched in 2017, it has evolved into a leading choice for those seeking to participate in the country’s development trajectory. The fund has generated strong returns as of end-2024—23.90% over 1 year, 34.79% over 3 years, and 13.14% annualized over 5 years—making it one of the best-performing local equity funds in its class.
Globally, the BPI European Equity Feeder Fund, named the winner in the Dollar Global Equity Feeder Fund category, offers investors access to high-quality, European-domiciled companies, providing long-term capital growth opportunities in developed markets. Since its launch in 2014, the fund has consistently outperformed the MSCI Europe Index. In 2024, it posted a 1-year return of 10.30%, a 3-year return of 15.90%, and a 5-year annualized return of 7.85%. Its strong and consistent performance makes it an attractive option for those looking to diversify beyond traditional U.S. or domestic equities.
Finally, the BPI Global Equity Fund of Funds, the winner of the Dollar Equity Fund category, rounds out the award-winning portfolio with its comprehensive global diversification strategy. By investing in equities across North America, Europe, Asia Pacific, and emerging markets, the fund seeks long-term capital growth through a multi-manager, multi-region approach. With a history of recognition—including consecutive wins in the Dollar Equity Fund category from 2017 to 2022—the fund continues to deliver. In 2024, the fund recorded a 1-year return of 17.53%, a 3-year return of 6.17%, and a 5-year annualized return of 7.31%.
These achievements come on the heels of a dynamic 2024, a year shaped by rapid technological change, heightened market volatility, and accelerating digital transformation. Amid these challenges, BPI Wealth leveraged its investment expertise, agile decision-making, and enhanced digital capabilities to stay competitive, set new industry standards, and deliver value to investors.
Looking ahead, BPI Wealth remains focused on creating long-term value for clients. Plans are underway to further enhance its digital platforms, pursue new investment innovations, and deepen its commitment to sustainability—all while staying grounded in the fundamentals of prudent risk management and strategic diversification. Insights from BPI Wealth’s fund managers emphasize that in today’s fast-evolving landscape, long-term success depends on discipline, adaptability, and a forward-looking mindset.