Metrobank Wealth Insights

Portfolio Breakdown

A strategy designed for accelerated growth

Designed for aggressive investors seeking maximum growth potential, this portfolio is fully allocated to global equity funds to maximize income and capital appreciation. Short-term dollar-denominated 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 global equity funds to maximize income and capital appreciation. Short-term dollar-denominated fixed income securities may be included for liquidity management.

Equity

Metro$ US Equity Feeder Fund: 60.00%

Metro$ Eurozone Equity Feeder Fund: 10.00%

Metro$ Japan Equity Feeder Fund: 13.00%

Metro$ China Equity Feeder Fund: 7.00%

Money Market

Metro$ Money Market Fund: 10.00%

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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 global equities to drive income and capital appreciation, complemented by short-term dollar-denominated fixed income instruments for liquidity management.

Portfolio Strategy

Fund Manager Point of View

Q1 2026

For Equities, global markets turned more cautious as geopolitical risks and rising oil prices increased stagflation concerns and prompted rotation toward defensive sectors. Portfolio positioning remains diversified, with allocation staying neutral to underweight versus benchmark. The overall stance remains balanced as markets assess the trajectory of the ongoing conflict and its implications on growth and policy.

Performance and Allocation Exposure

Strategy and Investments Focus

For Equities, allocations remain broadly diversified, with allocations close to benchmark. Positioning remains neutral, with underlying funds executing tactical shifts in response to geopolitical developments while maintaining exposure to long-term global growth opportunities.

Performance and Allocation

Performance - Quarter on Quarter (QoQ)

Investment Alternatives

Other Investment Options

Low-Risk Assets

Time Deposits

U.S. Treasury Bills

U.S. Treasury Notes

U.S. Treasury Bonds

Retail Dollar Bonds (RDBs)

Fixed Income Securities

Investment Grade Corporate Bonds

Sovereign Bonds

Foreign Stocks

Fixed Income ETFs

Equities

Preferred Shares

Equity ETFs

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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