The CFA Society Philippines, an association of chartered financial analysts, has awarded Security Bank Trust and Asset Management Group’s SB Peso Bond Fund as the Best Managed Fund for the Long-term Peso Bond Fund Category.
During the CFA Society Philippines’ 2021 Best Managed Fund Awards, the SB Peso Bond Fund was recognized for being able to deliver the highest risk-adjusted returns compared to its peers.
The focus of the awards is to review the performance and consistency of funds based on each financial institution’s submission of Investment information and fact sheets.
The CFAP Fund of the year Committee used the Sortino ratio of each fund based on its five-year and three-year track record.
“Receiving this recognition from the CFA Society Philippines is a testament to our commitment to provide clients with exemplary service especially during the pandemic,” said Dino Aquino, Vice President and Head of Fixed Income Securities at Security Bank Trust and Asset Management Group.
He added that, “As we strive to fulfill our mission of becoming the most customer-centric bank in the Philippines, we will continue to grow our investment products and ensure prudent wealth management.”
The CFA Society Philippines is an association of local investment professionals, consisting of Portfolio Managers, Security Analysts, Investment Advisers, and other financial practitioners that has served CFA charter holders and CFA Program candidates locally since 1997.