Notice to the Participants of BDO Multi-Asset and Peso Equity Fund

Notice to the Participants of BDO UITFs

Investment Objective

The Fund aims to pursue long-term capital growth by investing in a concentrated portfolio of exchange-listed stocks, the selection of which shall be determined by the Trustee based on operational performance, valuation and market sentiment.

Investment Policy

The Fund may invest in exchange-listed equities and fixed income securities, deposits in the Trustee’s bank or in other banks,  securities issued or guaranteed by the Philippine Government or the BSP and tradable securities issued by any supranational entity.  Subject to BSP guidelines and the Trustee's Trust Committee approval, the Fund may also avail of  financial derivative instruments solely for the purpose of hedging risk exposures, as well as invest in other tradable investment outlets/categories as may be deemed suitable for the Fund.

Client Suitability

The Fund is suitable for individual and corporate investors with balanced risk appetite and who seek potentially higher returns through stock market investments but are also aware of the possibility of capital losses that such investments may entail. In order to minimize risks and maximize earning potential, participants/trustors are recommended to stay invested for more than (3) years.

Fund Facts

Audited Financial Statements