Metrobank UITFs named among the country’s top managed funds 

Metrobank’s Trust Banking Group has once again been recognized for its excellence in fund management of peso- and dollar-denominated unit investment trust funds at the recently held CFA Society Philippines’ 10th Annual Best Managed Funds of the Year Awards for 2025.

The annual awards, entitled Vision 2025, highlights outstanding fund managers in the country for their expertise in professionally managing funds that generate the highest risk-adjusted returns compared to their peers from the years 2020 to 2024. This year’s awards introduced new categories focusing on global feeder funds along with local money markets and thematic funds.

This year, Metrobank’s Trust Banking Group was honored for its high-performing UITFs, namely:

• Metro High Dividend Yield Unit Paying Fund under the Equity Funds category
• Metro$ US Investment Grade Corporate Bond Feeder Fund under the Global Fixed Income Feeder Fund category; and
• Metro$ Short Term Bond Fund under the Intermediate term Bond Funds using pure FVPL valuation category

“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,” said Angelica Reyes, Metrobank’s Trust Banking Group Head.

“We sincerely thank CFA Philippines for recognizing Metrobank’s dedication over the past year. 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,” said Cristina Gabaldon, Metrobank Head for Investment Management.

About 16 investment houses and trust institutions participated in this year’s awards, gathering 170 qualified funds across multiple categories. The winners were determined by the CFAP Fund of the Year Committee through a meticulous evaluation of investment data submitted by participating institutions.

Invest in Metrobank’s UITFs by visiting any Metrobank Branch or invest through your Metrobank Online account’s UITF Online feature. Metrobank’s certified UITF sales personnel can help you choose the right UITFs that align with your investment goals, and risk tolerance. For more information about Metrobank’s UITFs, visit: https://www.metrobank.com.ph/investments/uitf.