UITF BASICS

What is a Unit Investment Trust Fund?

Unit Investment Trust Funds (UITFs) are financial instruments managed by professionals who will help you make the most of your money. They do not earn through a fixed interest rate but grow in value depending on the assets it carries and the market. UITFs carry a risk of going down in value as the market moves.

UITFs also contain different levels of risk based on what assets are inside them. Unlike time deposits, these investment are not insured. A simple Suitability Assessment will make sure you only invest in UITFs you are comfortable with.

THE BENEFITS

Why invest in UITFs

Whether you are just starting out or you don't have time to actively invest, you will find UITFs 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.

Flexible according to your financial goals
You can choose the investment that brings you closer to where you want to be.
Affordably easy
You can invest for as low as PHP 1,000.
Simplifies investing
You're in good hands as you can have someone help you grow your money.
Flexible according to your financial goals
You can choose the investment that brings you closer to where you want to be.
Affordably easy
You can invest for as low as PHP 1,000.
Simplifies investing
You're in good hands as you can have someone help you grow your money.

PLAN YOUR INVESTMENT

Find the right Metrobank UITF for you

Let’s find the UITF that can help you achieve your goals.

I want to invest so I can

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INVESTING MADE EASY

How to Get Started with UITFs

Investing in Metrobank UITFs is as easy as 1-2-3. Here are some tips for you:

Assess your risk profile

Find what investments are suitable for your needs and objectives by filling up the Suitability Assessment Questionnaire (SAQ).

Get online

Keep track of your investments by enrolling them to UITF Online.

Calculate historical performance

Determine a UITF’s historical performance by using the UITF calculator.

Assess your risk profile

Find what investments are suitable for your needs and objectives by filling up the Suitability Assessment Questionnaire (SAQ).

Get online

Keep track of your investments by enrolling them to UITF Online.

Calculate historical performance

Determine a UITF’s historical performance by using the UITF calculator.

READY TO GO WITH UITFS

Take steps towards a meaningful future

Investing in Metrobank UITFs mean spending your days doing the things you love while our fund managers work hard to grow your money.