World-class medical adviceAvail of value-added services such as best in class medical advice for cancer or heart disease, so you and your family can focus on your recovery. You can now maximize the growth potential of your investments through these expertly-managed global funds. Take advantage of time, with years to save for their college fund. Our commercial line of products are designed to provide protection for your business. Your field is too short Mobile Number must have 10 digits Protect yourself and your assets. Business protectionEnsure business continuity by protecting your business from the financial blow of losing a key person. TO OFFER YOU A BETTER EXPERIENCE, THIS SITE USES COOKIES, INCLUDING THOSE OF THIRD PARTIES. For more details, please refer to Privacy Policy. our financial executives in 2 business days. An affordable savings plan that allows you to conveniently start and build a guaranteed fund for the future. Adjust to the ever-changing market conditions to manage your portfolio's risk and protect yourself from extreme market drops. I regularly view my account value in the AXA Philippines website (www.axa.com.ph). Charter Ping An's Personal Accident provides you monetary compensation for death or bodily injury as a result of accidental, violent, external, and visible means. Our commercial line of products are designed to provide protection for your business. 4 - Renaming was approved by the SEC last October 12, 2018 (formerly, One Wealthy Nation Fund, Inc.). TO FIND OUT MORE, CONSULT THE, Global investing made simple with Peso-Denominated Dollar Funds, Invest in global funds without the tedious process of creating a separate dollar account, Diversify your assets globally by capitalizing on both local and foreign markets, Conveniently reallocate your investments from local to global funds in one peso policy, Secure your future with Target Date Funds, Extend your reach with Global Dynamic Allocation Funds. A regular-pay, investment-linked insurance plan designed to strategically build retirement reserves over your chosen duration. The funds are invested in government bonds and corporate equities. Secure their future income today. You need a long time horizon when investing in this kind of mutual fund. Ways to earn: Through Mutual Fund. Charter Ping An's Personal Accident provides you monetary compensation for death or bodily injury as a result of accidental, violent, external, and visible means. Achieve your dream – whether it’s for starting your own business, buying your dream home, your dream car, or pursuing your passions. In the same way that you become a part-owner of a publicly-listed company when you ⦠As a haven during volatile times, the fund is open for clients who would wish to park their money while awaiting for volatility to subside. An insurance and investment plan that will help you make sure your family continues on living well. Funds are primarily invested in stocks in the Philippine stock market and chosen by the fund manager. Europe Jumpstart your financial game plan with Coach Finn. AXA Philippines is one of the largest and fastest growing life insurance companies in the country, offering financial security to more than 800,000 individuals through our group and individual life insurance products. These can deliver high returns on your investment. Whatever your level of expertise or starting amount, there is something for you. This field must be a valid email address. Minimum investment, 3.5% A top-selling investment plan that gives long-term growth through professionally-managed funds, with substantial life protection in case of your untimely death. Japan It is can be a temporary fund when market situation is very unpredictable. Here at AXA, we encourage you to develop the habit of saving. A protection and investment plan designed to help make your life goal happen. Nothing can protect your family from the pain of losing you. We aim to provide you financial security in case of unforeseen events or accidents. The Axa Group operates primarily in Western Europe, North America, the India Pacific region, and the Middle East, with a presence also in Africa. Atram: Bahay Pari Solidaritas Fund, Inc. ALFM Mutual Funds: Cocolife Dollar Fund Builder (US$) Cocolife: First Metro Save And Learn Balanced Fund, Inc. FAMI: Grepalife Balanced Fund Corporation: Grepalife: NCM Mutual Fund⦠Your vehicle is your second home, transporting you and your family to and from where you need to go. Note 1: AXA Fortress B Fund is a weekly dealing fund. AXA’s first volatility-managed funds are designed to offer broader diversification and optimized returns. Bond funds The success of your business is your success in life. Guaranteed Loyalty Bonus. Take advantage of time, with years to save for their college fund. Access our globally diverse funds to harness the potential returns from different growth markets across the globe. PersonalEase your worries and secure yourself and your family's future. Keep yourself, your employees, your goods, equipment, and your customers secured should anything happen. On the group benefits side of the business, AXA Equitable has both retirement account services and a variety of voluntary supplemental benefit choices. Types of mutual funds in the Philippines Equity funds. Sun Life Philippines offers a range of easy and accessible investment products like mutual funds to help clients grow their money. AXA’s Peso-Denominated Dollar Funds open more opportunities for higher returns and better risk management by providing you convenient access to foreign Markets. We all have a life goal that we cannot afford to compromise on or postpone—whether it’s your child’s college education or your own retirement. Get a quote. The Philippine Peso Liquidity Fund is the only money market fund by AXA Philippines. A reliable investment will help you prepare for it today. This takes a toll on them emotionally and financially. Choose an investment amount. Group Benefits. Present in 57 countries, AXA's 160,000 employees and distributors are committed to serving our 108 million clients. Ultimate Guide to Cryptocurrency Investing. If you are interested in investing in stocks but you donât have the time to track or learn all about the stock market, mutual funds and unit investment trust funds might work for you. Investment diversificationAccess a variety of investment opportunities across the world and diversify your portfolio. How to Save More Money in 2018. Data Source by. Best Stock/Equity Funds in the Philippines for 2019 [Mutual Funds] Stock or Equity type of mutual funds are considered to be the riskiest but may provide the highest potential gains for your money. This is a high risk-high return type of mutual fund. Portfolio Allocation as of 97.35% 0.00% 0.00% 0.00% WEIGHT Bonds RISK - RETURN COMPARISON OF AXA FUNDS There is risk the moment you get into investments. A balance between Metrobank investment options. Some funds have unusual investing strategies and other details you might need to be aware of. Tips on how to choose a mutual fund: Most major banks, insurance and other financial companies in the Philippines offer mutual funds, ETFs, and UITFs as investment products. With a single premium amount of {[{asset.singlePremium | currency: asset.form.currency:0}]}, get guaranteed life insurance coverage of at least {[{asset.insuranceCoverage | currency: asset.form.currency:0}]} and the following projected growth of your investment: This sample quote is based on a profile of someone at the age of 40. Premium Charge, 2% The first index fund was created in 1975 by Jack Bogle, the founder and CEO of The Vanguard Group. An insurance and investment plan that will help you make sure your family continues on living well. Note: This assumes that your fund will grow at 8% return annually for Peso and 6% for USD, with no withdrawals. Index funds through mutual funds. 7 - Launch date is July 6, 2020. Axa S.A. (styled as AXA) is a French multinational insurance firm headquartered in the 8th arrondissement of Paris that engages in global insurance, investment management, and other financial services. PersonalEase your worries and secure yourself and your family's future. Note: Remember to read the fund objectives and prospectus. I consent to receive notices and announcements for marketing purposes via Short Messaging Services (SMS), e-mail, other electronic platform, or telephone call from AXA Philippines its affiliates, subsidiaries, including any person or entities providing services on AXA's behalf, consistent with the purpose for which the information was obtained. We aim to provide you financial security in case of unforeseen events or accidents. MyLifeChoice comes with built-in protection benefits and a unique feature – enjoy a start-up bonus for your long-term investments! Global Dynamic Allocation Funds (GDAF) Peso - a set of funds that offers global diversification by investing in various asset classes (fixed income, balanced and equities) across world, Global Advantage Fund (GAF) Peso - an equity fund that invests into an index that tracks the performance of U.S technology stocks which include big tech companies such as Apple, Microsoft, Amazon, Facebook, and Google. 5 - Launch date is December 09, 2019. This takes a toll on them emotionally and financially. Level of risk is moderate. Why Index Funds Were Created. If you didn't plan for it, you'll end up using your life's savings or borrowing money. Here at AXA, we encourage you to develop the habit of saving. The following table is updated regularly to reflect the Net Asset Value Per Share (NAVPS) of all mutual funds in 1-yr, 3-yr, 5-yr, and YTD basis. Secure their future income today. Dental and Vision benefits can be selected either together or separately. Mutual Funds and UITFs. Partner with Sun Life for a brighter future today! It’s dangerous to assume you won't ever get sick and lack of preparation aggravates the cost of treatment. In the Philippines, the most popular pooled funds are UITFs , mutual funds and VULs . How to Get a Credit Card: 10 Best Credit Cards in the Philippines Protect your vehicle and the people you love. TO OFFER YOU A BETTER EXPERIENCE, THIS SITE USES COOKIES, INCLUDING THOSE OF THIRD PARTIES. AXAâs Target Date Fund is an expertly-managed fund designed to help you prepare for your long term goals. We must commit to setting aside a portion of your income for savings to help you reach your goals sooner. PHP 100,000 / US$ 2,000 AXA WF Framlington American Growth is a Mutual Fund which seeks to achieve long-term capital growth by investing mainly in companies domiciled or operating predominantly within the Americas, including the US, Canada and Mexico.AXA WF Framlington American Growth is added to Unit Linked type Mutual Fund products which combine investment with life insurance. Keep yourself, your employees, your goods, equipment, and your customers secured should anything happen. In this video, J3 explains how Mutual Funds and UITFs work, and why they can be very important in your journey to building wealth. After all, your home and your family symbolizes everything that you've worked hard for. Guaranteed Loyalty Bonus, PHP 1,000,000 / US$ 20,000 Emerging markets, Global multi-asset: In the Philippines, Mutual Funds are created as independent companies, which makes mutual fund investors the âownersâ or âshareholdersâ of the fund. After all, your home and your family symbolizes everything that you've worked hard for. Learn more about the different ways you can secure your future. Mutual fund companies actually offer index funds. Knowing the difference between the three is key and can ultimately decide if you lose or gain from your investment. For MyLifeChoice, Asset Master, 3G-Xceed policies, Retire Smart and Phoenix Funds, the Bid Price is the same as the Offer Price. This field is required AXA's investment principles are deeply rooted in our core values of long-term investing, relentless search for value, and maintaining a balanced approach. Everyone wants financial security but not everyone knows how to get it. Learn more about the different ways you can secure your future. Asia Pacific excluding Japan His invention was a way for investors to mimic a particular marketâs performance but at a much lower cost than what mutual funds charge. To better help you decide, here is the top 10 peso-denominated mutual funds in the country and 1-year ROI (return on investment). This is the potential earnings when you invest in mutual funds. Education is the best gift we can give our children. Protect your vehicle and the people you love. Funds’ returns are dependent on both the performance of the fund and the currency exchange rate. The earlier you start, the more funds you acquire, the more assets you earn for your future goals. Data is updated until January 2, 2020. * Currently this fund has not reached a tenure of 5 years ** Currently this fund has not reached a tenure of 3 and 5 years Minimum investment, 3% First, they are regulated by the Securities and Exchange Commission of the Philippines. Top 10 best mutual funds in the Philippines for 2019. 9xxxxxxxxx, Sorry, this product is available for ages {[{asset.minAge}]}-{[{asset.maxAge}]}, Sorry, this product is available for ages 18-70. Category Bonds THE COST OF PROCRASTINATION A superior investment plan that builds savings faster through top-performing funds, to help you reach your dreams sooner or prepare for your retirement earlier. Protect yourself and your assets. Liquidity Fund Fund Details S For example, your investment could have earned as high as after 1 year. Japan 6 - Re-classified into a Bond Fund starting February 21, 2020 (Formerly a Money Market Fund). Please expect a call from one of. Minimum investment, 5% 5 Most Profitable Side Hustles for Filipinos. We all buy into the idea of growing our savings but we easily get side-tracked with so many reasons to spend. Thank you. The 5% bid-offer spread is not applicable. Commit to setting aside a portion of your income for savings to help you reach your goals sooner. There are currently five such investments available according to Philippine Investment Fund Association. Commit to setting aside a portion of your income for savings to help you reach your goals sooner. You may also reach us directly at 581-5222 from Monday to Friday, 9AM to 6PM. There are a wide variety of portfolios, funds, and mutual fund families to choose from. Your vehicle is your second home, transporting you and your family to and from where you need to go. global fixed income and Second, every mutual fund corporation has a Board of Directors to whom it reports and whose primary duty is to protect investors' interests. Personally, I actually started with mutual funds. * The portfolio allocation varies daily subject to allocation limits of the fund. Guaranteed Loyalty Bonus, PHP 100,000 / US$ 2,000 This is the type of my fund allocation. TO FIND OUT MORE, CONSULT THE. Nothing can protect your family from the pain of losing you. The success of your business is your success in life. Asia pacific excluding Japan AXA Philippines Investment funds Mutual Funds are regulated by the Security and Exchange Commission (SEC) and are offered by mutual fund companies like Philam Asset Management and Sunlife Financial, and also by some banks that offer mutual funds, such as BPI. Just a note though that actual past returns of all funds are not a guarantee of their later performance. U.S global equity funds, Global equities: The actual return may differ based on market performance. MEANINGFUL GROWTH. This sample quote is for a person at the age of 40. The earlier you start, the more funds you acquire, the more assets you earn for your future goals. Choose a Global Dynamic Fund best suited to your risk profile. Jumpstart your financial game plan with Coach Finn. Have a chat with Coach Finn and let him guide you towards a winning game plan that will help you achieve financial stability. We offer solutions depending on your financial situation, risk preference and investment horizon. It lets you leverage on AXAâs expertise in fund management and be certain that your funds are taken care of amid changing market conditions. U.S. Every time we put off saving and investing, it results to lost opportunities to increase our wealth. I understand and agree that by filling out my personal information above, I authorize AXA Philippines, including its affiliates, subsidiaries, third parties contacted by AXA Philippines, to use said personal information to evaluate and assess my request and further. Europe Our areas of expertise are applied to a range of products and services that are adapted to the needs of each and every client across three major business lines: property-casualty insurance, life, savings & health and asset management. Using your peso policy, you can now conveniently access AXA's top global funds and optimize the growth potential of your investments. Your Financial Professional can help you determine if mutual funds are appropriate, based on your unique circumstances. Please expect a call from us within the week for a quotation tailor-fit for you. Education is the best gift we can give our children. One of the big companies is located where I was working then. Start preparing today. Disclaimer. ALFM Mutual Funds: Atram Alpha Opportunity Fund, Inc. Atram: Atram Dynamic Allocation Fund, Inc. Atram: Atram Philippine Balanced Fund,Inc. Start preparing today. Guaranteed Loyalty Bonus, PHP 1,000,000 / US$ 20,000 My Account Value The account value of my funds may go up and down depending on the market conditions. Premium Charge, 3% 7-Figure Online Business Ideas: 6 Ways to (REALLY) Make Money Online. This is considered to be one of the simplest types of investment as it does not require much time and effort as ⦠It’s dangerous to assume you won't ever get sick and lack of preparation aggravates the cost of treatment. There is a possibility for an investor to experience gains or losses due to fluctuations in the underlying fund prices and fluctuations in foreign exchange rates. If you didn't plan for it, you'll end up using your life's savings or borrowing money. Please enter your mobile no in format: Premium Charge, PHP 5,000,000 / US$ 100,000 Pooled funds allow you to get your chips in the game while avoiding the grunt work of research and monitoring. Guide to HMO health insurance in the Philippines Find out how to get HMO health insurance for personal cover, family, self-employed, freelancer, SME or small business, corporate, and senior citizens. The fund manager monitors the markets wherein the funds are invested and also looks for more opportunities to invest, always with the intention to maximize the returns of the fund. Minimum investment, 0 Track and monitor the performance of all mutual funds in the Philippines. Group Products. Minimum investment, 2% When you invest, you are taking steps to achieve the things in life that will make it meaningful. Estate planningGrow and preserve your estate and seamlessly transfer it to your heirs. *Assuming no partial withdrawals are made. 9xxxxxxxxx, {[{asset.inFiveYears | currency: asset.form.currency + ' ':0}]}, {[{asset.inTenYears | currency: asset.form.currency + ' ':0}]}, {[{asset.inTwentyYears | currency: asset.form.currency + ' ':0}]}, Modest capital growth with capital preservation, Global fixed income: A mutual fund is a pool of money professionally managed and invested in specific types of securities. Funds are typically allocated in the following stocks: growth, dividend, value, large-cap, mid-cap, and small-cap (or any combinations of these). Please enter your mobile no in format: Minimum investment, PHP 5,000,000 / US$ 100,000 Emerging markets. Mutual funds can be an integral part of a sound investment plan because they offer ongoing professional investment management and diversification across a large number of securities. Mutual funds offer several levels of investor protection. 100+ Profitable Small Business Ideas in the Philippines. You can entrust your investments to pro fund managers to do the heavy lifting for you.