Wealth Insights

Portfolio Breakdown

A growth strategy with managed equity exposure

Designed for aggressive investors seeking a diversified portfolio for growth and stability, this portfolio primarily invests in dollar-dominated fixed income securities, with moderate exposure to global equity funds.

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

Equity

Fixed Income

Portfolio Breakdown

A growth strategy with managed equity exposure

Designed for aggressive investors seeking a diversified portfolio for growth and stability, this portfolio primarily invests in dollar-dominated fixed income securities, with moderate exposure to global equity funds.

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

Fixed Income

Metro$ Max-5 Bond Fund: 35.00%

Metro$ Short Term Bond Fund: 18.00%

Metro$ US Investment Grade Corporate Bond Feeder Fund: 14.00%

Metro$ Money Market Fund: 6.00%

Equity

Metro$ US Equity Feeder Fund : 18.00%

Metro$ Eurozone Equity Feeder Fund: 3.00%

Metro$ Japan Equity Feeder Fund: 4.00%

Metro$ China Equity Feeder Fund: 2.00%

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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 growth and income through a portfolio built to generate returns from global equities and dollar-denominated fixed-income assets, complemented by money market instruments for effective liquidity management.

Portfolio Strategy

Fund Manager Point of View

Q1 2026

We maintained a balanced global allocation in March, keeping portfolio positioning at 50% Fixed Income and 50% Equities amid heightened geopolitical tensions and shifting global growth expectations.

For Fixed Income, portfolio duration remains slightly below benchmark, reflecting a cautious stance while allowing underlying funds to adjust positioning in response to evolving rate expectations.

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.

We maintained a balanced global allocation in March, keeping portfolio positioning at 50% Fixed Income and 50% Equities amid heightened geopolitical tensions and shifting global growth expectations.

For Fixed Income, portfolio duration remains slightly below benchmark, reflecting a cautious stance while allowing underlying funds to adjust positioning in response to evolving rate expectations.

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

Portfolio tactical asset allocation remains unchanged at 50% Fixed Income and 50% Equities, sustaining a balanced approach amid increased market volatility.

On the Fixed Income side, positioning continues to favor a slight underweight in duration, with adjustments implemented within underlying funds to manage interest rate risks and preserve income generation. The portfolio remains positioned to navigate potential volatility in yields, particularly given the evolving inflation and policy backdrop.

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 (T-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.

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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