Treasure the opportunity for potentially higher yields and the flexibility to choose how you want your funds invested.
Introducing Security Bank’s 5 Unit Investment Trust Funds ---
designed according to your specific investment objectives, risk tolerance and investment horizon.

Not just More Investment Choices, But Prudent Management Security Bank’s Unit Investment Trust Funds are prudently managed and invested only in diversified and highly marketable assets carefully scrutinized for their good investment quality and earnings potential. Potentially Higher Returns For an affordable amount, you can enjoy yield benefits normally associated with multi-million investments. Unit Investment Trust Funds provide investors the opportunity for higher returns compared to traditional savings and time deposits.  Investors participate by buying units of the Fund based on the Net Asset Value per Unit valued at market price daily. The use of mark-to-market valuation ensures that the Net Asset Value of the Fund reflects the market value of the investments; and the Return on Investment (ROI) may go up or down depending on market conditions.

The full measure of ROI can be felt over the medium to long term – at the very least, 180 days to one year.

Liquidity

Should there be a need for some cash, you may withdraw your investment free of pre-termination charges anytime after the minimum holding period. Or have the flexibility to invest and re-invest as you see fit. 


UITFs Frequently Asked Questions

Select from a variety of
Security Bank Unit Investment Trust Funds (UITFs). 

There is certainly at least one that fits your investment need. 

Invest now!

For inquiries, please call (02) 867-6788/ 888-7371/72 or visit any of our Security Bank branches nationwide.

Transaction Hours: 9:00 -11:30 a.m. (regular banking days)
The BSP-approved Plan Rules governing the Funds are available to investors upon request.

Disclaimer: Investments in UITFs are trust agreements, not deposit accounts. They do not have a guaranteed rate of return and are not insured by the Philippine Deposit Insurance Corporation (PDIC). Any loss or income of the fund is for the account of the Trustor/Investor. Historical performance, when presented, is purely for reference and not a guarantee of future results. Charges made against the fund are in the form of trust fees, taxes and qualified expenses. The Trustee (Security Bank – Trust Division) is not liable for the losses except upon gross negligence, fraud or bad faith.