100% Equity

Portfolio Breakdown

A strategy designed for accelerated growth

Designed for aggressive investors seeking maximum growth potential, this portfolio is fully allocated to stocks and dividend-paying equities to maximize income and capital appreciation. Short-term fixed income securities may be included for liquidity management.

Equity

Metro High Dividend Yield Unit Paying Fund: 40.00%

Metro Equity Fund: 40.00%

Metro Multi-Themed Equity Fund of Funds: 20.00%

Portfolio Breakdown

A strategy designed for accelerated growth

Designed for aggressive investors seeking maximum growth potential, this portfolio is fully allocated to stocks and dividend-paying equities to maximize income and capital appreciation. Short-term fixed income securities may be included for liquidity management.

Equity

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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 a “Aggressive” risk profile

Looking to invest for maximum growth through a portfolio fully allocated to stocks and dividend-paying equities to drive income and capital appreciation, complemented by short-term fixed-income instruments for liquidity management.

Portfolio Strategy

Fund Manager Point of View

Q1 2026

For Equities, we maintain a neutral stance as market sentiment remains fragile amid persistent foreign outflows, Peso weakness, and a more challenging macro backdrop. The market declined during the month, with performance largely driven by risk-off conditions and earnings concerns. Portfolio positioning remains selective, with a preference for defensive and dividend-oriented names in sectors such as utilities, telecommunications, and consumer staples, while reducing exposure to more cyclical and beta-driven segments. We continue to monitor earnings developments and macro signals for clearer indications of a sustained market recovery.

Performance and Allocation Exposure

Strategy and Investment Focus

For Equities, we implemented a shift toward more defensive positioning within the portfolio. Allocation to Metro Equity Funds was reduced, while exposure to High Dividend Funds was increased. In addition, exposure to Fund-of-Funds (FoF) was also raised, increasing diversification through offshore investments. These changes reflect a strategic rotation away from higher-beta domestic equities toward more resilient, income-generating assets and broader geographic exposure, in response to the increasingly uncertain macroeconomic environment.

Performance and Allocation

Performance — Annualized Return

Investment Alternatives

Other Investment Options

Money Market

Time Deposits

Treasury Bills (T-Bills)

Fixed Income Securities

Retail Treasury Bonds (RTBs)

Fixed Rate Treasury Bonds (FXTNs)

Corporate Bonds

Equities

Preferred Shares

Direct Stocks

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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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