A growth strategy with managed equity exposure.
Portfolio Breakdown
Designed for aggressive investors seeking a diversified portfolio for growth and stability, this portfolio primarily invests in fixed income securities, with moderate exposure to listed dividend-paying equities.
Portfolio allocations may vary by up to ±20% as tactical asset allocation adapts to changing market conditions.
Equity
Fixed Income
Portfolio Breakdown
Designed for aggressive investors seeking a diversified portfolio for growth and stability, this portfolio primarily invests in fixed income securities, with moderate exposure to listed dividend-paying equities.
Portfolio allocations may vary by up to ±20% as tactical asset allocation adapts to changing market conditions.
Fixed Income
Metro Max-5 Bond Fund : 33.00%
Open link in a new tabMetro Corporate Bond Fund: 18.00%
Open link in a new tabMetro Unit Paying Fund: 18.00%
Open link in a new tabMetro Money Market Fund: 3.00%
Open link in a new tabEquity
Metro High Dividend Yield Unit Paying Fund: 11.00%
Open link in a new tabMetro Equity Fund: 11.00%
Open link in a new tabMetro Multi-Themed Equity Fund of Funds: 6.00%
Open link in a new tabThings to know
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 growth and income through a portfolio built to generate returns from equities and fixed-income assets, complemented by money market instruments for effective liquidity management.
Portfolio Strategy
Q1 2026
We maintained a balanced portfolio positioning as domestic markets tracked global uncertainties and evolving geopolitical developments. Local asset allocation remains unchanged at 52.5% Fixed Income and 47.5% Equities.
For Fixed Income, local yields exhibited an upward bias in line with regional movements amid geopolitical tensions and inflation concerns. Portfolio positioning remains near neutral duration versus benchmark, with a continued bias toward shorter-dated securities to manage volatility and capture carry.
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.
We maintained a balanced portfolio positioning as domestic markets tracked global uncertainties and evolving geopolitical developments. Local asset allocation remains unchanged at 52.5% Fixed Income and 47.5% Equities.
For Fixed Income, local yields exhibited an upward bias in line with regional movements amid geopolitical tensions and inflation concerns. Portfolio positioning remains near neutral duration versus benchmark, with a continued bias toward shorter-dated securities to manage volatility and capture carry.
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
Portfolio tactical asset allocation remains unchanged at 52.5% Fixed Income and 47.5% Equities, maintaining a balanced stance between income generation and selective growth participation.
On the Fixed Income side, adjustments continue to emphasize shorter-duration positioning, with preference into the belly and front end of the curve. This allows the portfolio to manage volatility amid rising yield pressures while enhancing carry and keeping duration broadly aligned with benchmark levels.
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.
Investment Alternatives
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
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.
| Title | Fixed Income | Equity |
|---|---|---|
| Strategic Set Allocation | 70% | 30% |
| Tactical Set Allocation | 75% | 25% |
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