Grow toward your goals with UITFs
A Unit Investment Trust Fund (UITF) makes investing simple and approachable by letting professionals manage your money for you.
Your funds are invested in a diversified mix of assets, such as bonds, equities, and other securities, chosen to help your money grow over time in line with market performance. UITF investments are ideal for individuals who want to invest without the daily stress of monitoring markets. Since they are market-driven, the value of a UITF can rise or fall with economic conditions. With different risk levels available, you can choose a UITF that matches your goals and comfort level.
Why UITFs work for you?
Whether you are just starting out or you don't have time to actively invest, you will find Unit Investment Trust Funds to be a big help.
Metrobank's financial experts will take care of you and your money. You will also have choices because there are different levels of potential for growth and ease in withdrawing.
Diversification options
You can choose a mix of investment products that brings you closer to where you want to be
Professional management
Gain access to Metrobank’s financial experts who will manage your UITF investments.
Simple and affordable
You can invest in UITF in the Philippines for as low as PHP 1,000 or USD 100.
Explore UITFs
Explore the different types of Metrobank UITFs available and find the one that fits your investment journey
Mandatories
About UITFs
Unit Investment Trust Funds (UITFs) are NEITHER deposits account NOR obligations of, NOR guaranteed, NOR insured by the METROPOLITAN BANK & TRUST COMPANY or its affiliates or subsidiaries. UITFs are not covered by the Philippine Deposit Insurance Corporation (PDIC) and do not offer a guaranteed return or yield. Any income or loss arising from market fluctuations and price volatility of the securities held by the UITF, even if invested in government securities, is for the account of the investor/s. As such, units of participation of the investor/s when redeemed, may be worth more than or less than his/her initial investment/principal. Historical performance is purely for reference purposes and is not an assurance of future performance. The Trustee is not liable for investment losses unless such was incurred upon willful default, bad faith or gross negligence.
Prospective clients undergo a profiling process to determine their suitability to invest in a particular UITF based on their investment objectives and risk tolerance. Clients are advised to read the Declaration of Trust/Plan Rules of the Fund, which may be obtained from the Trustee, before making a decision to invest.
Investors in the UITF are susceptible to different kinds of risks with varying degrees depending on the underlying securities of the UITF they choose and a clear understanding of these risks must be established before any investment is made. A detailed explanation of these risks may be found in the Key Information and Investment Disclosure Statement (KIIDS) of each UITF.
Fees other than the Trust/Management Fee, such as External Audit and Custodianship Fees are described more thoroughly in the Key Information and Investment Disclosure Statement (KIIDS) of the Funds.
Metropolitan Bank and Trust Company is regulated by the Bangko Sentral ng Pilipinas (BSP). For any inquiries and complaints relating to Trust Products and Services, you may 1) call our hotline: 88-700-700, (2) send an email to customercare@metrobank.com.ph; or 3) visit/call/email your assigned Trust Sales Officer or the Branch Manager of your servicing branch. You may also file complaints at BSP Financial Consumer Protection Department at (632) 8708-7087 or consumeraffairs@bsp.gov.ph. To know your rights under BSP Circular No. 857 (Regulations on Financial Consumer Protection), please access a copy at the BSP website (www.bsp.gov.ph).