BPI Wealth: A year of resilient performance and enduring trust
In 2025, BPI Wealth navigated a complex and evolving investment landscape defined by shifting global rate expectations, persistent geopolitical tensions, and increasing dispersion across asset classes. Through disciplined portfolio construction and a long-term investment approach, its funds remained resilient, delivering competitive risk-adjusted returns across money market, fixed income, and equity strategies.
This consistency reflects a philosophy grounded in both accessibility and expertise. With low minimum investment requirements and professionally managed portfolios spanning local and global markets, BPI Wealth continues to offer solutions that support a wide range of financial goals, from capital preservation to long-term growth.
Amid ongoing market volatility and rapid digital transformation, BPI Wealth further strengthened its investment processes and digital capabilities in 2025, enhancing execution and reinforcing its position as one of the country’s most trusted asset managers.
Across its lineup, performance in 2025 reflected the distinct roles each strategy plays within a diversified portfolio. For conservative and income-oriented investors, the BPI USD Short Term Fund and ALFM Peso Bond Fund delivered steady, low-volatility returns, posting 3.65% and 4.22% over one year, respectively, while sustaining double-digit gains over three- and five-year periods. The ABF Philippines Bond Index Fund further complemented these strategies, generating 5.76% over one year and 19.22% over three years, reflecting opportunities within the local fixed income market.
For growth-oriented investors, equity strategies stood out. The BPI US Equity Feeder Fund delivered 14.83% over one year, with strong longer-term performance of 77.00% over three years and 83.83% over five years, underscoring the resilience of US markets. Similarly, the BPI European Equity Feeder Fund captured the recovery in European equities, posting 45.77% over one year and sustaining robust returns of 90.53% and 68.90% over three- and five-year periods. For broader diversification, the BPI Global Equity Fund of Funds provided balanced global exposure, delivering 13.63% over one year while maintaining steady performance across longer horizons.
Complementing these, the BPI Global Bond Fund of Funds continued to play a key role in portfolio diversification, generating 8.83% over one year and 19.02% over three years amid a volatile global environment. Meanwhile, the BPI Philippine Equity Index Fund returned -5.34% over one year and remained negative over longer periods, reflecting broader challenges in the domestic equity market. Despite this, it continues to offer investors cost-efficient access to Philippine equities, positioning portfolios to participate in potential long-term opportunities as market conditions evolve.
Together, these results highlight BPI Wealth’s position as a trusted leader in the space, as well as its disciplined investment philosophy, effective risk management, and commitment to delivering consistent, long-term value. As market conditions continue to evolve, BPI Wealth remains focused on helping clients navigate uncertainty with confidence—grounded in expertise, strengthened by innovation, and guided by a long-term perspective.