100% Equity

Portfolio Breakdown

A growth-oriented balanced strategy

Designed for aggressive investors seeking maximum growth potential, this portfolio is fully allocated to global equity funds to maximize income and capital appreciation. Short-term dollar-denominated fixed income securities may be included for liquidity management.

Equity

Portfolio Breakdown

A strategy designed for accelerated growth

Designed for aggressive investors seeking maximum growth potential, this portfolio is fully allocated to global equity funds to maximize income and capital appreciation. Short-term dollar-denominated fixed income securities may be included for liquidity management.

Equity

Metro$ US Equity Feeder Fund: 60.00%

Metro$ Eurozone Equity Feeder Fund: 10.00%

Metro$ Japan Equity Feeder Fund: 13.00%

Metro$ China Equity Feeder Fund: 7.00%

Money Market

Metro$ Money Market Fund: 10.00%

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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 global equities to drive income and capital appreciation, complemented by short-term dollar-denominated fixed income instruments for liquidity management.

Portfolio Strategy

Fund Manager Point of View

Q1 2026

For Equities, global markets continued to advance, supported by resilient earnings from large-cap technology companies. However, gains were increasingly concentrated, with markets showing signs of overextension amid rising bond yields and lingering geopolitical risks. Portfolio positioning remains balanced but with a more cautious tilt, as underlying funds begin to reduce risk exposure while maintaining participation in global growth opportunities. We continue to monitor market conditions closely for signs of a more sustained consolidation or pullback.

Performance and Allocation Exposure

Strategy and Investments Focus

For Equities, adjustments reflect a continued but measured risk-on stance. Exposure to Dollar Money Market Funds was reduced, while allocation to U.S. Equity Feeder Fund was increased. This shift supports greater participation in U.S. equities, which continue to benefit from strong earnings momentum, while remaining mindful of elevated valuations and potential near-term volatility.

Performance and Allocation

Performance - Quarter on Quarter (QoQ)

Investment Alternatives

Other Investment Options

Risk-free Assets

Time Deposits

U.S. Treasury Bills

U.S. Treasury Notes

U.S. Treasury Bonds

Retail Dollar Bonds (RDBs)

Fixed Income Securities

Investment Grade Corporate Bonds

Sovereign Bonds

Foreign Stocks

Fixed Income ETFs

Equities

Preferred Shares

Equity ETFs

Things to Know

Strategic Asset Allocation is constructed on the basis of long term asset class views with targets to maintain a set combination of asset classes

Tactical Asset Allocation refers to an active call that shifts asset allocations in a portfolio to take advantage of market trends or economic conditions.

This portfolio’s TAA shifts some of its share to fixed income to allow you to take advantage of a short term rally in bonds. You can work back to neutral until the next short term catalyst favors either bonds or 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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