2020 has proven that volatility is a constant in the world of investing, an unavoidable part of it.
For investors who think the local financial market is not sufficiently providing investment opportunities, they can now opt to put their money into the global market with the launch of AIA Philam Life Elite Funds. This is available through its existing products – Family Provider and MoneyWorks.
Done in collaboration with AIA Investment Management Pte. Ltd. (AIA IM), its Singapore-based affiliate which serves as the hub for the regional investment management of the AIA Group, AIA Philam Life is giving Filipinos the opportunity to invest in global strategies, gain access to new economy stocks, and achieve diversification to a portfolio of global stocks and bonds.
"AIA IM's partnership with AIA Philam Life gives Filipinos access to global portfolios managed by best-in-class fund managers that can help them grow their money for long-term investments," said AIA IM Head of Funds Shrikant Bhat. â€œWith our team of experienced investment professionals, the Elite Funds combine various strategies to match client risk profiles and focus on delivering long-term investment returns so our clients can expect reassurance and consistency with their investments."
Investors do not need to worry as AIA manages more than US$244 billion in assets. It has a team of more than 150 investment professionals and has access to the world's global institutional asset managers.
The AIA Philam Life Elite Funds are curated based on an assessment of customers' risk profile and investment objectives.
Here are the three different Elite Fund Portfolios customers can choose from:
The Elite Adventurous Fund matches investors comfortable with higher risk in pursuit of higher return.
The Elite Balanced Fund is for those who are ready to take a moderate risk for capital growth.
The Elite Conservative Fund is for investors with a low-risk profile, but still seeking a long-term total return.
AIA Philam Life made these funds available depending on the investors' financial profile. Each fund is created for AIA and are sub-managed by investment managers such as Baillie Gifford, Wellington Management, and BlackRock.
"By providing our clients with global investment options, we are helping Filipino investors grow their wealth and achieve their long-term savings goal. With this, we are able to bring our brand purpose to life by helping Filipinos live healthier, longer, and better lives," said Arleen Guevara, AIA Philam Life Chief Investment Officer.
Baillie Gifford established its name in 1908. It is one of United Kingdom's largest and oldest investment management firms. They focus on finding companies which have the potential to double in value over a five-year timeframe and have an exceptional record in achieving this.
On the other hand, Wellington Management is a private, independent investment management firm founded in 1928. Their flexible investment style of value and growth, long-term and strong stewardship approach, focus on investing in high quality companies which have strong management teams supported by robust governance as they believe such companies can generate long-term sustainable growth.
BlackRock, which was founded in 1988, operates globally with offices in over 35 countries and clients in over 100 countries. It manages in excess of US$8 trillion in assets and is the largest investment manager in the world. They have an exceptional platform and strength in analytics that allows them to deliver at scale.
If you are ready to take your investments to the next level and go global, now is the time to put your money to work through AIA Philam Life Elite Funds.