UCPB Peso Bond Fund bags Best Managed Fund Award for second consecutive year

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UCPB Trust Banking Group Strategic Support Services Department Head Veronica C. Mojares and Investments and Portfolio Management Department Head Karen Khristine N. Jonas (2nd and 3rd from left) are flanked by CFA Philippines Chairman and President Cristina P. Arceo and Program Director Rizchelle Sampang-Manaog as they receive the award.

The UCPB Peso Bond Fund was once again recognized as the Best Managed Fund for 2019 under the Long-Term Bond Fund using Pure Fair Value Profit and Loss Valuation (PESO-FVPL) category in the recent Chartered Financial Analyst (CFA) Society Philippines’ Best Managed Fund of the Year Awards.

“The back-to-back award is a testament to UCPB Trust Banking Group’s commitment to deliver consistent long-term capital growth for our investors,” UCPB FVP and Trust Banking Group Head Arturo I. Lipio, Jr. said. “The Best Managed Fund Award looks at long-term historical fund performance — both the risk and return aspects of the fund — and factors in the length of the investment period. UCPB’s robust investment and risk management process is critical to achieving consistent growth over the investment period. This ensures we provide our clients with the best possible returns while efficiently managing risks.”

UCPB Trust Banking Group FVP and Head of Trust Banking Group Arturo I. Lipio, Jr., and VP and Head of Investments and Portfolio Management Department Karen Khristine N. Jonas proudly showcase UCPB’s back-to-back Best Managed Fund Awards.

Given during the Philippine Junior Finance and Investment Summit 2019 held last Sept. 7, 2019 at the SMX Convention Center-Manila, the CFA Society Philippines’ Best Managed Fund Awards has been the global standard of excellence in the investment industry since it was launched in 2016. The CFA Best Managed Fund of the Year Awards recognizes excellence in managing investable funds based on their five-year, risk-adjusted returns. A total of 89 funds from 16 investment houses joined this year’s search. UCPB has received the award for two consecutive years.

“Our investment process employs a “top-down” approach which means our portfolio managers look at the macro economy first before focusing on the individual companies when making investment decisions. Our risk management processes, meanwhile, are integrated across the front, the middle, and the back office to ensure risks are understood and are managed to the fullest extent possible,” Vice-President and Investments and Portfolio Management Department Head Karen Khristine N. Jonas added.

The UCPB Peso Bond Fund is suited for individuals who would like to establish a long-term investment plan with relatively stable returns. For more information on the UCPB Peso Bond Fund as well as other UCPB investment products suited to your objectives, visit any UCPB branch near you or call the UCPB Trust Banking Group at (02) 8811-9515 and (02) 8811-9522.