Wealth Insights

Portfolio Breakdown

A strategy designed for high-growth potential

Designed for aggressive investors seeking significant equity exposure, this portfolio primarily invests in global equity funds to maximize income and capital appreciation. Short-term dollar-denominated fixed income securities may be included for liquidity management.

Portfolio allocations may vary by up to ±20% as tactical asset allocation adapts to changing market conditions.

Equity

Fixed Income

Portfolio Breakdown

A strategy designed for high-growth potential

Designed for aggressive investors seeking significant equity exposure, this portfolio primarily invests in global equity funds to maximize income and capital appreciation. Short-term dollar-denominated fixed income securities may be included for liquidity management.

Portfolio allocations may vary by up to ±20% as tactical asset allocation adapts to changing market conditions.

Fixed Income

Metro$ Max-5 Bond Fund: 15.00%

Metro$ Short Term Bond Fund: 8.00%

Metro$ US Investment Grade Corporate Bond Feeder Fund:: 6.00%

Metro$ Money Market Fund: 8.00%

Equity

Metro$ US Equity Feeder Fund: 42.00%

Metro$ Eurozone Equity Feeder Fund: 7.00%

Metro$ Japan Equity Feeder Fund: 9.00%

Metro$ China Equity Feeder Fund: 5.00%

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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 high growth potential through global equity funds, complemented by short-term dollar-denominated fixed income instruments for liquidity.

Portfolio Strategy

Fund Manager Point of View

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

Strategy and Investments Focus

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.

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

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.

Title	Fixed Income	Equity
Strategic Set Allocation	70%	30%
Tactical Set Allocation	75%	25%

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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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