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