Wealth Insights

Portfolio Breakdown

A strategy designed for accelerated growth

Designed for aggressive investors seeking maximum growth potential, this portfolio is fully allocated to stocks and dividend-paying equities to maximize income and capital appreciation. Short-term fixed income securities may be included for liquidity management.

Equity

Portfolio Breakdown

A strategy designed for accelerated growth

Designed for aggressive investors seeking maximum growth potential, this portfolio is fully allocated to stocks and dividend-paying equities to maximize income and capital appreciation. Short-term fixed income securities may be included for liquidity management.

Equity

Metro High Dividend Yield Unit Paying Fund: 40.00%

Metro Equity Fund: 40.00%

Metro Multi-Themed Equity Fund of Funds: 20.00%

View the full breakdown and gain more insights into this portfolio

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Invest in Stocks

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Things to know

Who is eligible to avail of the portfolio?

You can invest in the Aggressive Risk Portfolio if you are:

a Metrobank client with an active Settlement Account, where investment transactions are seamlessly debited and credited.

a Metrobank client with an “Aggressive” risk profile

Looking to invest for maximum growth through a portfolio fully allocated to stocks and dividend-paying equities to drive income and capital appreciation, complemented by short-term fixed-income instruments for liquidity management.

Portfolio Strategy

Fund Manager Point of View

Q1 2026

For Equities, we continue to maintain a neutral stance as market sentiment remains sensitive to both global developments and domestic catalysts. Portfolio positioning stays selective, focusing on companies with resilient earnings visibility, supported valuations in telecommunications, and stable utility operators, while awaiting clearer drivers for sustained market upside.

Performance and Allocation Exposure

Strategy and Investments Focus

For Equities, allocations remain selectively positioned toward companies demonstrating resilient earnings generation and defensive characteristics across key sectors such as consumer, telecommunications, and utilities. Positioning remains broadly unchanged, with underlying funds implementing tactical shifts within their mandates as market conditions evolve.

Performance and Allocation

Performance — Annualized Return

Investment Alternatives

Other Investment Options

Money Market

Time Deposits

Treasury Bills (T-Bills)

Fixed Income Securities

Retail Treasury Bonds (RTBs)

Fixed Rate Treasury Bonds (FXTNs)

Corporate Bonds

Equity

Preferred Shares

Direct Stocks

Things to Know

Strategic Asset Allocation is constructed on the basis of long term asset class views with targets to maintain a set combination of asset classes

Tactical Asset Allocation refers to an active call that shifts asset allocations in a portfolio to take advantage of market trends or economic conditions.

This portfolio’s TAA shifts some of its share to fixed income to allow you to take advantage of a short term rally in bonds. You can work back to neutral until the next short term catalyst favors either bonds or stocks.

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Investing made easy

Execute this portfolio from the comfort of your own home through Metrobank UITF Online

Model Portfolio Alternatives

Read through other alternative model portfolios to discover strategies that better align with your investment goals. Considering an investment that does not match your risk profile may involve higher risks. Make sure it fits your financial goals before making decisions.

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