Metrobank Trust Banking Group gained recognition anew as one of the top fund managers offering peso and dollar denominated unit investment trust funds (UITFs) at the recent 10th Annual Best Managed Funds of the Year Awards by the CFA Society Philippines.
CFA awarded Metrobank for gaining the highest risk-adjusted returns for its UITFs from the years 2020 to 2024.
CFA evaluated a total of 16 investment houses and trust institutions and 170 investment funds.
“We are honored to receive this award and deeply grateful for the continued trust on the Bank’s fund management expertise. We will strive to pursue excellence by continuously enhancing our portfolio management strategies,” Metrobank head for investment management Cristina Gabaldon said.
Metrobank’s best performing funds included the Metro High Dividend Yield Unit Paying Fund for equities investors, the Metro$ US Investment Grade Corporate Bond Feeder Fund for fixed income and aggressive investors, and the Metro$ Short Term Bond Fund for investors with moderate risk appetite.
Reliable service proven
“We are extremely pleased to see our UITF team achieve another recognition for fund management. This is a testament to the Bank’s commitment to providing reliable service to our clients and ensuring they are in good hands,” Metrobank Trust Banking Group head Angelica Reyes said.
To gain additional income through UITFs, the public can visit any Metrobank branch where licensed UITF sales agents can provide customers with the proper fund recommendations that suit their financial capacity, risk tolerance and goals.
