Security Bank top performer in Unit Investment Trust Funds

The Unit Investment Trust Fund (UITF) of Security Bank Corporation (SBC) is the top gainer for the first nine months of 2014.

Latest data on the Philippine Equity UITF category show SBC’s Peso Equity Fund recorded a gain of 36.49 percent from January to September of this year.  This is followed by Philippine National Bank’s Allied Unit Performance Equities Fund (28.76%), PNB’s High Divided Fund (26.55%), Bank of the Philippine Islands’ Philippine Equity Index Fund (24.05%), and BPI’s Equity Value Fund (23.73%).

SBC was also the top performer in the Peso Balanced UITF category over the first three quarters of 2014.  At 22 percent, SBC’s Peso Asset Variety Fund had a 4.87 percent advantage over its next ranked fund.  Banco de Oro’s Peso Balanced Fund ranked second with a gain of 17.13 percent. Philippine National Bank’s Prestige Balanced Fund (13.81%) was at third, followed by China Banking Corp’s Balanced Fund (12.48%), and BPI’s Balanced Fund (12.46%).

SBC Financial Market Segment Head Raffy Algarra said the exceptional performance of UITF is a reflection of the competence of the Bank in the market.  “The numbers reflect how we aim to deliver income-generating assets for our investors. We can diversify investments in multiple funds and build assets in the long run.” he said.

UITF is an open-ended pooled trust fund denominated in peso or any acceptable currency. It is operated and administered by a trust entity. Each UITF is governed by a Declaration of Trust which contains mechanics for administering the funds.

The Bank currently offers seven options that target various risk appetites of individuals. Investors can even subscribe through SBC’s internet banking platform where they can track their Net Asset Value Per Unit (NAVPU) on a daily basis.

Learn more about investing with the experts. Visit for more information.


# # # #