A strategy designed for high-growth potential
Portfolio Breakdown
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
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$ Money Market Fund: 8.00%
Open link in a new tabMetro$ Max-5 Bond Fund: 15.00%
Open link in a new tabMetro$ Short Term Bond Fund: 8.00%
Open link in a new tabMetro$ US Investment Grade Corporate Bond Feeder Fund:: 6.00%
Open link in a new tabEquity
Metro$ US Equity Feeder Fund: 42.00%
Open link in a new tabMetro$ Eurozone Equity Feeder Fund: 7.00%
Open link in a new tabMetro$ Japan Equity Feeder Fund: 9.00%
Open link in a new tabMetro$ China Equity Feeder Fund: 5.00%
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 high growth potential through global equity funds, complemented by short-term dollar-denominated fixed income instruments for liquidity.
Portfolio Strategy
Q1 2026
We maintained a balanced global allocation in May, keeping portfolio positioning at 50% Fixed Income and 50% Equities amid rising inflation concerns, elevated bond yields, and continued uncertainty surrounding the global macroeconomic outlook.
For Fixed Income, global bond markets remained under pressure as resilient economic activity, accelerating inflation, and fiscal concerns pushed U.S. Treasury yields higher during the month. The Federal Reserve kept policy rates unchanged but maintained a cautious stance as inflationary pressures remained elevated. Meanwhile, longer-dated Treasury yields rose as markets priced in higher inflation expectations and increased uncertainty surrounding future policy direction. Portfolio positioning remains below benchmark duration, with a continued focus on high coupon securities to help manage volatility and support income generation in a higher rate environment.
For Equities, global markets continued to advance and reached new record highs, supported by strong technology sector earnings and ongoing optimism surrounding artificial intelligence-related investments. Despite concerns over inflation and higher bond yields, investor sentiment remained constructive as corporate earnings and economic activity continued to show resilience. Portfolio positioning remains balanced but with a more cautious tilt, as underlying funds maintain participation in global growth opportunities while remaining mindful of elevated valuations and potential market volatility.
We maintained a balanced global allocation in May, keeping portfolio positioning at 50% Fixed Income and 50% Equities amid rising inflation concerns, elevated bond yields, and continued uncertainty surrounding the global macroeconomic outlook.
For Fixed Income, global bond markets remained under pressure as resilient economic activity, accelerating inflation, and fiscal concerns pushed U.S. Treasury yields higher during the month. The Federal Reserve kept policy rates unchanged but maintained a cautious stance as inflationary pressures remained elevated. Meanwhile, longer-dated Treasury yields rose as markets priced in higher inflation expectations and increased uncertainty surrounding future policy direction. Portfolio positioning remains below benchmark duration, with a continued focus on high coupon securities to help manage volatility and support income generation in a higher rate environment.
For Equities, global markets continued to advance and reached new record highs, supported by strong technology sector earnings and ongoing optimism surrounding artificial intelligence-related investments. Despite concerns over inflation and higher bond yields, investor sentiment remained constructive as corporate earnings and economic activity continued to show resilience. Portfolio positioning remains balanced but with a more cautious tilt, as underlying funds maintain participation in global growth opportunities while remaining mindful of elevated valuations and potential market volatility.
Performance and Allocation Exposure
Portfolio tactical asset allocation remains unchanged at 50% Fixed Income and 50% Equities, maintaining a balanced approach while increasing defensiveness amid elevated market uncertainty and rising interest rate risks.
On the Fixed Income side, we increased exposure to Dollar Metro Money Market Fund and reduced allocation to Dollar Metro Max-5 Fund. This adjustment reflects a more cautious positioning as higher Treasury yields, persistent inflation pressures, and uncertainty surrounding the interest rate outlook continue to create volatility in fixed income markets. The increased cash allocation enhances liquidity while preserving flexibility to deploy capital as opportunities arise.
For Equities, we increased exposure to Dollar Metro Money Market Fund while reducing allocation to the Metro U.S. Equity Feeder Fund. While the long-term outlook for U.S. equities remains supported by strong corporate earnings and artificial intelligence-driven growth themes, the portfolio adopted a more defensive stance following the market’s strong rally and record-high valuations. The higher cash allocation provides flexibility while helping manage potential downside risks from market volatility and evolving macroeconomic conditions.
Investment Alternatives
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
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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A growth-oriented balanced strategy
A growth strategy with managed equity exposure
A strategy designed for high-growth potential
