Metropolitan Bank & Trust Company (Metrobank) said its Metro$ Short Term Bond Fund was named Best Managed Fund at the annual awards of the CFA Society Philippines, recognizing the bank’s performance in managing fixed income investments for clients.
The award was announced during the organization’s annual recognition program held on Feb. 27. The Best Managed Fund of the Year Awards assess funds based on performance and how well they balance risk and returns compared with similar investment products.
Metrobank said the recognition highlights the fund’s disciplined investment strategy and its ability to deliver consistent risk-adjusted returns, a factor for investors looking for safer options for their dollar savings.
“This recognition affirms our commitment to disciplined investment management and to helping Filipino investors make their hard-earned funds work harder for them,” said Ric Pedrosa, head of Trust Banking Group, Metrobank. “In today’s evolving market environment, we continue to focus on strategies that balance stability and growth so our clients can make informed investment decisions and pursue their financial goals with confidence.”
The Metro$ Short Term Bond Fund invests in a diversified portfolio of US dollar-denominated fixed income securities and money market instruments. It has a maximum weighted average portfolio duration of two years, allowing investors to remain flexible while seeking returns that may be higher than traditional savings accounts.
The fund is designed for moderate investors who want liquidity and relatively stable income while keeping their assets in US dollars.
Metrobank’s Trust Banking Group manages a range of investment funds aimed at helping clients grow and preserve wealth amid global interest rate changes and market volatility. The latest recognition reinforces Metrobank’s position in the Philippine investment management sector.