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