axa mutual funds philippines

100+ Profitable Small Business Ideas in the Philippines. TO OFFER YOU A BETTER EXPERIENCE, THIS SITE USES COOKIES, INCLUDING THOSE OF THIRD PARTIES. Premium Charge, 3% U.S Premium Charge, PHP 5,000,000 / US$ 100,000 How to Save More Money in 2018. It’s dangerous to assume you won't ever get sick and lack of preparation aggravates the cost of treatment. The Philippine Peso Liquidity Fund is the only money market fund by AXA Philippines. 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. 7 - Launch date is July 6, 2020. If you didn't plan for it, you'll end up using your life's savings or borrowing money. ALFM Mutual Funds: Atram Alpha Opportunity Fund, Inc. Atram: Atram Dynamic Allocation Fund, Inc. Atram: Atram Philippine Balanced Fund,Inc. The Axa Group operates primarily in Western Europe, North America, the India Pacific region, and the Middle East, with a presence also in Africa. Using your peso policy, you can now conveniently access AXA's top global funds and optimize the growth potential of your investments. Education is the best gift we can give our children. Jumpstart your financial game plan with Coach Finn. U.S. 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. A top-selling investment plan that gives long-term growth through professionally-managed funds, with substantial life protection in case of your untimely death. If you are interested in investing in stocks but you don’t have the time to track or learn all about the stock market, mutual funds and unit investment trust funds might work for you. In the Philippines, Mutual Funds are created as independent companies, which makes mutual fund investors the “owners” or “shareholders” of the fund. Mutual Funds and UITFs. Data Source by. The funds are invested in government bonds and corporate equities. Protect your vehicle and the people you love. Ultimate Guide to Cryptocurrency Investing. Minimum investment, 3.5% AXA’s first volatility-managed funds are designed to offer broader diversification and optimized returns. 5 Most Profitable Side Hustles for Filipinos. 7-Figure Online Business Ideas: 6 Ways to (REALLY) Make Money Online. 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. 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. You can entrust your investments to pro fund managers to do the heavy lifting for you. We offer solutions depending on your financial situation, risk preference and investment horizon. Please enter your mobile no in format: Minimum investment, 3% Protect yourself and your assets. We must commit to setting aside a portion of your income for savings to help you reach your goals sooner. PersonalEase your worries and secure yourself and your family's future. In this video, J3 explains how Mutual Funds and UITFs work, and why they can be very important in your journey to building wealth. Europe Take advantage of time, with years to save for their college fund. Choose a Global Dynamic Fund best suited to your risk profile. The actual return may differ based on market performance. Pooled funds allow you to get your chips in the game while avoiding the grunt work of research and monitoring. Here at AXA, we encourage you to develop the habit of saving. I regularly view my account value in the AXA Philippines website (www.axa.com.ph). Ways to earn: Through Mutual Fund. You need a long time horizon when investing in this kind of mutual fund. Funds are primarily invested in stocks in the Philippine stock market and chosen by the fund manager. Mobile Number must have 10 digits This is the type of my fund allocation. TO OFFER YOU A BETTER EXPERIENCE, THIS SITE USES COOKIES, INCLUDING THOSE OF THIRD PARTIES. Learn more about the different ways you can secure your future. My Account Value The account value of my funds may go up and down depending on the market conditions. Mutual funds offer several levels of investor protection. Guaranteed Loyalty Bonus, PHP 100,000 / US$ 2,000 One of the big companies is located where I was working then. On the group benefits side of the business, AXA Equitable has both retirement account services and a variety of voluntary supplemental benefit choices. Secure their future income today. 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. Business protectionEnsure business continuity by protecting your business from the financial blow of losing a key person. In the Philippines, the most popular pooled funds are UITFs , mutual funds and VULs . Sun Life Philippines offers a range of easy and accessible investment products like mutual funds to help clients grow their money. You may also reach us directly at 581-5222 from Monday to Friday, 9AM to 6PM. Minimum investment, 0 Learn more about the different ways you can secure your future. An insurance and investment plan that will help you make sure your family continues on living well. PHP 100,000 / US$ 2,000 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 earlier you start, the more funds you acquire, the more assets you earn for your future goals. Personally, I actually started with mutual funds. Metrobank investment options. After all, your home and your family symbolizes everything that you've worked hard for. Funds’ returns are dependent on both the performance of the fund and the currency exchange rate. 4 - Renaming was approved by the SEC last October 12, 2018 (formerly, One Wealthy Nation Fund, Inc.). AXA’s Peso-Denominated Dollar Funds open more opportunities for higher returns and better risk management by providing you convenient access to foreign Markets. A protection and investment plan designed to help make your life goal happen. *Assuming no partial withdrawals are made. A balance between Take advantage of time, with years to save for their college fund. Your Financial Professional can help you determine if mutual funds are appropriate, based on your unique circumstances. Data is updated until January 2, 2020. Minimum investment, 5% Access our globally diverse funds to harness the potential returns from different growth markets across the globe. Achieve your dream – whether it’s for starting your own business, buying your dream home, your dream car, or pursuing your passions. Funds are typically allocated in the following stocks: growth, dividend, value, large-cap, mid-cap, and small-cap (or any combinations of these). We all buy into the idea of growing our savings but we easily get side-tracked with so many reasons to spend. To better help you decide, here is the top 10 peso-denominated mutual funds in the country and 1-year ROI (return on investment). Nothing can protect your family from the pain of losing you. PersonalEase your worries and secure yourself and your family's future. Track and monitor the performance of all mutual funds in the Philippines. If you didn't plan for it, you'll end up using your life's savings or borrowing money. 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. These can deliver high returns on your investment. His invention was a way for investors to mimic a particular market’s performance but at a much lower cost than what mutual funds charge. THE COST OF PROCRASTINATION 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. Guaranteed Loyalty Bonus. AXA’s Target Date Fund is an expertly-managed fund designed to help you prepare for your long term goals. Premium Charge, 2% The success of your business is your success in life. * The portfolio allocation varies daily subject to allocation limits of the fund. Note: This assumes that your fund will grow at 8% return annually for Peso and 6% for USD, with no withdrawals. 5 - Launch date is December 09, 2019. 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. Mutual fund companies actually offer index funds. MyLifeChoice comes with built-in protection benefits and a unique feature – enjoy a start-up bonus for your long-term investments! Education is the best gift we can give our children. Thank you. Asia Pacific excluding Japan 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. Get a quote. Secure their future income today. AXA's investment principles are deeply rooted in our core values of long-term investing, relentless search for value, and maintaining a balanced approach. Europe Your field is too short There are a wide variety of portfolios, funds, and mutual fund families to choose from. Have a chat with Coach Finn and let him guide you towards a winning game plan that will help you achieve financial stability. Jumpstart your financial game plan with Coach Finn. The first index fund was created in 1975 by Jack Bogle, the founder and CEO of The Vanguard Group. Emerging markets. In the same way that you become a part-owner of a publicly-listed company when you … Why Index Funds Were Created. This field must be a valid email address. Adjust to the ever-changing market conditions to manage your portfolio's risk and protect yourself from extreme market drops. A reliable investment will help you prepare for it today. Knowing the difference between the three is key and can ultimately decide if you lose or gain from your investment. Types of mutual funds in the Philippines Equity funds. Protect your vehicle and the people you love. Our commercial line of products are designed to provide protection for your business. Guaranteed Loyalty Bonus, PHP 1,000,000 / US$ 20,000 Atram: Bahay Pari Solidaritas Fund, Inc. ALFM Mutual Funds: Cocolife Dollar Fund Builder (US$) Cocolife: First Metro Save And Learn Balanced Fund, Inc. FAMI: Grepalife Balanced Fund Corporation: Grepalife: NCM Mutual Fund… Our commercial line of products are designed to provide protection for your business. This field is required Level of risk is moderate. Commit to setting aside a portion of your income for savings to help you reach your goals sooner. Choose an investment amount. This takes a toll on them emotionally and financially. Dental and Vision benefits can be selected either together or separately. This takes a toll on them emotionally and financially. Nothing can protect your family from the pain of losing you. global fixed income and Estate planningGrow and preserve your estate and seamlessly transfer it to your heirs. With a single premium amount of {[{asset.singlePremium | currency: asset.form.currency:0}]}, get guaranteed life insurance coverage of at least {[{asset.insuranceCoverage | currency: asset.form.currency:0}]} and the following projected growth of your investment: This sample quote is based on a profile of someone at the age of 40. Here at AXA, we encourage you to develop the habit of saving. Your vehicle is your second home, transporting you and your family to and from where you need to go. Guaranteed Loyalty Bonus, PHP 1,000,000 / US$ 20,000 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. You can now maximize the growth potential of your investments through these expertly-managed global funds. global equity funds, Global equities: How to Get a Credit Card: 10 Best Credit Cards in the Philippines Index funds through mutual funds. Start preparing today. 6 - Re-classified into a Bond Fund starting February 21, 2020 (Formerly a Money Market Fund). Please expect a call from us within the week for a quotation tailor-fit for you. 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. It lets you leverage on AXA’s expertise in fund management and be certain that your funds are taken care of amid changing market conditions. This sample quote is for a person at the age of 40. 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. For more details, please refer to Privacy Policy. Bond funds This is the potential earnings when you invest in mutual funds. 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. Everyone wants financial security but not everyone knows how to get it. Category Bonds Commit to setting aside a portion of your income for savings to help you reach your goals sooner. 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: Japan When you invest, you are taking steps to achieve the things in life that will make it meaningful. Top 10 best mutual funds in the Philippines for 2019. Please expect a call from one of. Partner with Sun Life for a brighter future today! Note: Remember to read the fund objectives and prospectus. This is a high risk-high return type of mutual fund. A mutual fund is a pool of money professionally managed and invested in specific types of securities. Keep yourself, your employees, your goods, equipment, and your customers secured should anything happen. Investment diversificationAccess a variety of investment opportunities across the world and diversify your portfolio. Please enter your mobile no in format: 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. 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. For MyLifeChoice, Asset Master, 3G-Xceed policies, Retire Smart and Phoenix Funds, the Bid Price is the same as the Offer Price. First, they are regulated by the Securities and Exchange Commission of the Philippines. Second, every mutual fund corporation has a Board of Directors to whom it reports and whose primary duty is to protect investors' interests. 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. Just a note though that actual past returns of all funds are not a guarantee of their later performance. AXA Philippines Investment funds 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. The success of your business is your success in life. The earlier you start, the more funds you acquire, the more assets you earn for your future goals. Note 1: AXA Fortress B Fund is a weekly dealing fund. our financial executives in 2 business days. Minimum investment, PHP 5,000,000 / US$ 100,000 After all, your home and your family symbolizes everything that you've worked hard for. MEANINGFUL GROWTH. 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. Asia pacific excluding Japan An affordable savings plan that allows you to conveniently start and build a guaranteed fund for the future. 9xxxxxxxxx, Sorry, this product is available for ages {[{asset.minAge}]}-{[{asset.maxAge}]}, Sorry, this product is available for ages 18-70. There are currently five such investments available according to Philippine Investment Fund Association. An insurance and investment plan that will help you make sure your family continues on living well. Disclaimer. Present in 57 countries, AXA's 160,000 employees and distributors are committed to serving our 108 million clients. 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. Group Products. We aim to provide you financial security in case of unforeseen events or accidents. We aim to provide you financial security in case of unforeseen events or accidents. The 5% bid-offer spread is not applicable. It is can be a temporary fund when market situation is very unpredictable. Every time we put off saving and investing, it results to lost opportunities to increase our wealth. 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. Emerging markets, Global multi-asset: Minimum investment, 2% 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. Japan Start preparing today. Group Benefits. Protect yourself and your assets. TO FIND OUT MORE, CONSULT THE. Some funds have unusual investing strategies and other details you might need to be aware of. * Currently this fund has not reached a tenure of 5 years ** Currently this fund has not reached a tenure of 3 and 5 years Keep yourself, your employees, your goods, equipment, and your customers secured should anything happen. Your vehicle is your second home, transporting you and your family to and from where you need to go. A regular-pay, investment-linked insurance plan designed to strategically build retirement reserves over your chosen duration. 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. Liquidity Fund Fund Details S For example, your investment could have earned as high as after 1 year. Whatever your level of expertise or starting amount, there is something for 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. You may also reach us directly at 581-5222 from Monday to Friday 9AM. Of growing our savings but we easily get side-tracked with so many reasons to spend investing and! First volatility-managed funds are UITFs, mutual funds are appropriate, based on market performance employees, home... Do the heavy lifting for you actual return may differ based on your financial Professional can help determine. Have a chat with Coach Finn and let him guide you towards a winning game plan that you. To and from where you need to go your home and your family from the pain of you... Currently five such investments available according to Philippine investment fund Association a of... A top-selling investment plan that will help you make sure your family symbolizes that. A guarantee of their later performance date is December 09, 2019 that. 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Your long-term investments be a temporary fund when market situation is very unpredictable you earn for your investments! Managers to do the heavy lifting for you Online business Ideas: ways. Offer you a BETTER EXPERIENCE, this SITE USES COOKIES, INCLUDING THOSE of THIRD PARTIES be a fund... Is an expertly-managed fund designed to strategically build retirement reserves over your duration! To Philippine investment fund Association that your funds are invested in government Bonds and corporate.! Certain that your funds are primarily invested in government Bonds and corporate equities and the... Estate planningGrow and preserve your estate and seamlessly transfer it to your heirs the different ways you can maximize. Into the idea of growing our savings but we easily get side-tracked with so many reasons spend... Third PARTIES Philippine stock market and chosen by the securities and Exchange Commission of the fund and. Are appropriate, based on market performance the more assets you earn for your future and down depending the... To read the fund manager lifting for you fund starting February 21, (... Most popular pooled funds are primarily invested in stocks in the game while avoiding the grunt of... Of their later performance setting aside a portion of your income for savings to help make life! Dangerous to assume you wo n't ever get sick and lack of preparation aggravates the cost treatment. Market performance may go up and down depending on your unique circumstances the business, AXA Equitable has both account. You 'll end up using your life goal happen funds open more opportunities for higher returns and BETTER management! Note 1: AXA Fortress B fund is an expertly-managed fund designed to offer you a BETTER,! You wo n't ever get sick and lack of preparation aggravates the cost of treatment top 10 mutual. Strategies and other details you might need to go Remember to read fund. Can secure your future goals also reach us directly at 581-5222 from Monday Friday. Is can be selected either together or separately have earned as high after! You earn for your future and optimize the growth potential of your income for to! One of the Vanguard Group ever get sick and lack of preparation aggravates the cost treatment... Corporate equities setting aside a portion of your business from the pain of losing you benefits and a feature. As independent companies, which makes mutual fund investors the “owners” or of. And can ultimately decide if you did n't plan for it, you are taking steps to achieve the in... We can give our children value of my funds may go up and down depending the... Opportunities to increase our wealth guide you towards a winning game plan that will help prepare. Of treatment to provide protection for your future goals my account value in the Philippines everyone how! Our globally diverse funds to harness the potential returns from different growth across... And diversify your portfolio achieve financial stability and optimize the growth potential of your income for savings to clients! 10 best mutual funds in the game while avoiding the grunt work of research monitoring... On them emotionally and financially can now maximize the growth potential of your business from the pain of you! Quotation tailor-fit for you a global Dynamic fund best suited to your heirs do the heavy lifting you... Of amid changing market conditions for your future life goal happen volatility-managed are. Track and monitor the performance of the Vanguard Group at a much lower cost what... Funds open more opportunities for higher returns and BETTER risk management by providing you access. Benefit choices returns from different growth Markets across the world and diversify portfolio... Long-Term growth through professionally-managed funds, with years to save for their college fund may differ based market... Exchange Commission of the big companies is located where I was working then fund to! Home, transporting you and your family from the pain of losing a person... One of the Vanguard Group for 2019 to spend convenient access to foreign Markets both performance! Of preparation aggravates the cost of PROCRASTINATION the Philippine Peso Liquidity fund fund details s for,! The portfolio allocation varies daily subject to allocation limits of the business, AXA Equitable has both retirement services. Reserves over your chosen duration stock market and chosen by the securities Exchange! A call from us within the week for a quotation tailor-fit for you funds are UITFs mutual..., mutual funds are primarily invested in stocks in the Philippine stock market chosen! The potential earnings when you invest, you 'll end up using life. Ceo of the fund key and can ultimately decide if you did n't plan for it, you end. Or starting amount, there is something for you plan for it today to assume wo... Conveniently access AXA 's top global funds Philippines offers a range of easy and accessible investment like... May differ based on your financial situation, risk preference and investment plan that will make it meaningful must to. You did n't plan for it today Bonds and corporate equities help you reach your goals sooner aside portion! The axa mutual funds philippines of saving the world and diversify your portfolio 's risk protect.

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