Published February 17, 2021, 11:30 AM

by Manila Bulletin

When you invest in the stock market, perhaps one of the worst things that could happen is when the economy suddenly plummets. And no thanks to COVID-19, this actually did take a turn for the worse when the world went to an abrupt stop last year. Many industries were affected, especially the business and finance sector. While some companies were quick to adapt and expand like those in healthcare and technology, many continue to struggle to pick themselves up and recover from the pandemic year.

In times like this, investors are looking for additional options to ensure their financial planning is not affected, as options in the local financial market are limited. While there are many ways to access global markets such as direct stocks or through mutual funds, a key important step is to first consult a professional advisor in order to avoid common pitfalls that may derail their plans.

Enter AIA Philam Life Elite Funds which was developed 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’s Hong Kong-based parent company, AIA Group, has been in the business for more than 100 years managing policyholders’ money, riding through different market conditions by continuously strengthening its portfolio construction and fund management capabilities.

With AIA Philam Life Elite Funds available through existing products Family Provider and MoneyWorks, AIA Philam Life is giving Filipinos the opportunity to access global markets, gain access to new economy stocks, and achieve diversification to a portfolio of global stocks and bonds.

“Through this partnership, we are able to provide Filipinos access to global portfolios managed by best-in-class fund managers who can help them grow their money in the long run,” says Shrikant Baht, AIA Investment Management Head of Funds. “With an experienced team of investment professionals, AIA Philam Life Elite Funds combine various strategies to match client risk profiles and focus on delivering long-term investment returns so that our clients can expect reassurance and consistency with their investments,” he adds.

There are three different AIA Philam Life Elite Funds customers can choose from, depending on their financial profile and risk appetite namely, Adventurous Fund, Balanced Fund, and Conservative Fund. These funds are uniquely created for AIA and are sub-managed by leading global investment managers such as Baillie Gifford, Wellington Management, and BlackRock.          

Founded in Edinburgh in 1908, Baillie Gifford is one of United Kingdom’s largest and oldest investment management firms.

They recognize almost all the value created in equity markets over the last three decades can be attributed to just a handful of exceptional growth companies. Hence identifying and investing in such firms is their key to wealth creation. They focus on finding companies that have the potential to double in value over a five-year timeframe and have an exceptional record in achieving this.

Wellington Management is a private, independent investment management firm founded in 1928.

Their flexible investment style of value and growth together with their long-term and strong stewardship approach, investing in high quality companies which not only have strong governance and integrity but also a strong management team as they believe such companies can generate long-term sustainable growth.

BlackRock, founded in 1988, operates globally with offices in over 35 countries and clients in more than 100 countries around the world.

BlackRock 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 which allows them to deliver at scale. BlackRock focuses on top-down and bottom-up approaches through a mix of quantitative and qualitative techniques to target long-term sustainable results.

“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,” says Arleen Guevara, AIA Philam Life Chief Investment Officer.

This is great news to Filipino investors because it means you can now find opportunities to enhance return on investments by tapping into global trends, as well as diversifying risk by allocating across regions and asset classes, which overall, creates a well-rounded and diversified portfolio.

Click here for more information about AIA Philam Life Elite Funds, or visit AIA Philam Life’s Facebook page, email [email protected] or call (02)8528-2000.