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{{label}}AIA Philippines Elite Funds will provide both the exposure and the option to participate investing on a global scale.
The funds are actively managed by AIA Investment Management, the exclusive investment arm of AIA Group – a leading asset owner and institutional asset manager.
AIA brings its global institutional investment capabilities to retail clients helping them achieve their long term investment return objectives.
Managing over
with access to the world's finest global institutional asset managers.
Investment Manager to AIA, the world's largest life insurer
150 + investment professionals
18 markets in Asia, and funds platform in Luxembourg
Long-term investor; Focus on sustainable themes & return sources
Managing US$244 billion of assets
Averaging 12 years of experience
Global expertise. Access to the finest asset managers globally
1 Bloomberg as of 31 December 2019
Our wealth solutions are tailored to suit your goals and risk preferences.
Your portfolio will comprise a strategic mix of equities and bonds, targeted to providing optimal returns and financial stability for the long term.
(High Risk)
(Medium to High Risk)
(Low to Medium Risk)
Fixed Income Equities
We have partnered with the best in-class asset managers to deliver long-term outcomes to your investments.
Founded in Edinburgh in 1908 to manage the assets of a closed-end mutual fund, the Straits
Mortgage & Trust Company (now Scottish Mortgage Investment Trust, and still a Baillie
Gifford client). In over 110 years, Baillie Gifford has become one of the United Kingdom’s
largest independent investment management firms, currently investing US$290 billion on behalf of a
diversified global client base, remaining a privately-owned partnership throughout.
US$290 billion in AUM as of 31 December 2019
BlackRock is one of the world’s leading providers of investment, advisory and risk
management solutions. As of 31 December 2019, BlackRock’s assets under management total US$7.4
trillion across equity, fixed income, alternatives, multi-asset and cash management
strategies for institutional and retail clients, across both active and passive strategies.
Through BlackRock Solutions® (“BRS”), we offer risk management and advisory services that
combine capital markets expertise with internally-developed systems and technology.
US$7.4 trillion in AUM as of 31 December 2019
Tracing its history to 1928, Wellington is one of the largest independent investment
management firms in the world. With over US$1.155 trillion in assets under management, they
serve as a trusted investment adviser to more than 2,200 institutional clients and mutual
fund sponsors in over 60 countries. It has a lengthy history of managing savings and
retirement assets on behalf of banks, pension funds and insurers to meet their investment
needs that span 10 to 20 years or even longer.
US$1.155 trillion in AUM as of 31 December 2019
| Fund Name | Fund Price |
|---|
| FUND NAME | NAVPU | CURRENCY | PERFORMANCE REPORT |
|||
|---|---|---|---|---|---|---|
| 2017-01-06 | 2017-01-05 | |||||
RISK WARNING
Past performance is not indicative of future results. Our investment management services relate to a variety of investments, each of which can fluctuate in value. The value of portfolios we manage may fall as well as rise, and the investor may not get back the full amount originally invested. The investment risks vary between different types of instruments. For example, for investments involving exposure to a currency other than that in which the portfolio is denominated, changes in the rate of exchange may cause the value of investments, and consequently the value of the portfolio, to go up or down. In the case of a higher volatility portfolio the loss on realization or cancellation may be very high (including total loss of investment), as the value of such an investment may fall suddenly and substantially.
In making an investment decision, prospective investors must rely on their own examination of the merits and risks involved.
Unless otherwise noted, all information contained herein is sourced from AIA Philippines internal data.
The content included herein has been shared with various in-house departments within the member companies of AIA Philippines, in the ordinary course of completion. All AIA Philippines member companies comply with the confidentiality requirements of their respective jurisdictions. Parts of this presentation may be based on information received from sources we consider reliable.
