Easily compute you estimated returns!
Calculate your potential earnings based on the type of fund, your chosen subscription mode, and how long you plan to stay invested.
Please note that the results are not guarantee of you future earnings and are only provided as an estimate based on the available historical data and performance of your chosen fund.
Important note: Currently, the returns for the folllowing funds below can only be calculated based on a 1-Year period.
This calculator does not guarantee the accuracy of the computed yield of your investment. The computed Return on Investment (ROI) and market value may differ relative to your actual ROI. This calculator will only give the indicative yield of your investment based on the available historical data and performance of your chosen fund. Fees and rounding-off rules are just some factors that may affect the actual results of your investments.
THIS IS NOT A DEPOSIT PRODUCT. EARNINGS ARE NOT ASSURED AND PRINCIPAL AMOUNT INVESTED IS EXPOSED TO RISK OF LOSS. THIS PRODUCT CANNOT BE SOLD TO YOU UNLESS ITS BENEFITS AND RISKS HAVE BEEN THOROUGHLY EXPLAINED. IF YOU DO NOT FULLY UNDERSTAND THIS PRODUCT, DO NOT PURCHASE OR INVEST IN IT.
ALL FUNDS/PRODUCTS MANAGED BY BPI ASSET MANAGEMENT AND TRUST CORPORATION (AS TRUSTEE) ARE TRUST FUNDS. THESE ARE NOT DEPOSIT PRODUCTS AND ARE NOT AN OBLIGATION OF, OR GUARANTEED, OR INSURED BY BPI ASSET MANAGEMENT AND TRUST CORPORATION, OR BANK OF THE PHILIPPINE ISLANDS (BPI) OR ITS AFFILIATES OR SUBSIDIARIES, OR THE PHILIPPINE DEPOSIT INSURANCE CORPORATION (PDIC).
Due to the nature of the investments, yield and potential yields cannot be guaranteed. Any income or loss arising from market fluctuations and price volatility of the securities held by a Fund, even if invested in government securities, is for the account of the investor/trustor. As such, units of participation of the investor/trustor in a Fund, when redeemed, may be worth more or be worth less than his/her initial participation/contribution. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. BPI Asset Management as Trustee is not liable for losses, unless due to its willful default, evident bad faith or gross negligence. Investors/Trustors are advised to read the Declaration of Trust of the relevant Fund, which may be obtained from the office of BPI Asset Management, before deciding to invest.
Regulated by the Bangko Sentral ng Pilipinas. https://www.bsp.gov.ph.