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PESO WEALTH OPTIMIZER

Celebrate life's milestones. Now, you can achieve your dreams with ease.

 

 


DESIGNED TO ADDRESS YOUR DIFFERENT NEEDS

We manage your money with your specific milestone in mind, whether for retirement, education, or any large expense.

MANAGED TO OPTIMIZE THE GROWTH OF YOUR MONEY

Our expert fund managers will help optimize the earnings of your money by letting it grow early on by investing more in stocks. As you get closer to your life's milestone, we will shift the focus to safety by investing more in bonds.

 

PICK THE FUND THAT SUITS YOUR MILESTONES

Choose from funds variants that are managed based on when you need your money. Funds are managed towards target years of 2026, 2031 and 2036.

 

HASSLE-FREE AND COST-FREE REBALANCING

Enjoy the convenience and freedom from switching fees by letting our fund managers take care of where to best place your money based on your investment horizon.

 

 

Choose the fund that matches your investment horizon.

✓ Peso Wealth Optimizer Fund 2026

✓ Peso Wealth Optimizer Fund 2031

✓ Peso Wealth Optimizer Fund 2036

 


Notes:

- Projected amount assumes that your investment grows by 8% every year. Actual return may vary depending on the actual fund performance.
- Projected investment value is based on a 40-year old male with Php 1M single premium investment.
- Other charges may apply.