What is FundsMart?
FundsMart is a platform inside FirstMetroSec that gives investors access to peso and dollar denominated mutual funds and UITFs.
Through FundsMart, you can:
Analyze, screen, and compare funds based on performance and risk.
View full fund profiles including fact sheets, prospectuses, risk ratings, historical performance, and top holdings.
Buy and redeem funds online, similar to buying and selling stocks.
FundsMart features over 130 mutual funds and UITFs from top fund houses such as ATRAM, BPI Wealth, ATR FAMI, PhilEquity, Sun Life, and Manulife.
How to Invest in Funds
Log in to your FirstMetroSec account
Go to the FUNDS
Take or update your Risk Profile
Before you can invest, FirstMetroSec requires you to complete a Risk Assessment, which ensures you select funds appropriate to your goals and risk tolerance.
• Click TAKE RISK ASSESSMENT (for first time investors), or
• Click UPDATE MY RISK PROFILE if you have an existing assessment.
This allows FundsMart to suggest funds based on your risk level.
Click FundsMart to view the complete list of available funds. Here you can sort or filter funds by performance, returns, risk, and fees.
Select a fund and review its profile
Click on any fund to see full details, including:
Fact sheet and prospectus
Investment objective
Risk rating
Fees
Historical performance
Top holdings
Reviewing these helps you compare which fund fits your financial goals.
Subscribe (Buy) - Once you’ve chosen a fund, click SUBSCRIBE on the fund page.
You will then enter your investment amount (subject to the fund’s minimum).
Important Reminder:
Daily order cut off time is 11:00 AM. Orders after this are processed the next business day.
Monitor your investment
Your fund holdings will appear in your Portfolio, where you can check:
NAV updates
Current value
Gains/losses
Redemption options
Redemptions also follow cut-off and processing times based on the fund provider.