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chinese tycoon fund axa

The ’Chinese Tycoon Fund’ invests in PSE-listed companies controlled by Chinese-Filipino tycoons and their families. Sponsored Articles. Metrobank Trust Banking Group/Citibank N.A. Contact Information . Protect your vehicle and the people you love. Investing. “We also have two AXA-exclusive funds that have been performing quite impressively as well. It provides guaranteed returns and potential upside earnings from the Opportunity Fund, Chinese Tycoon Fund or Spanish-American Legacy Fund. plan is provided by the Opportunity Fund/Chinese Tycoon Fund/Spanish American Legacy Fund*. As of end-June, the Opportunity Fund has performed at 20.7 percent since its launch in August 2009." Balanced, as the name suggests, is a combination of fixed income and equities. Choosing the best fund: AXA Philippines’ investment funds, AXA Philippines Axelerator: insurance and investment, AXA Philippines LifeBasix: Protection and investment in one product, HealthMax: AXA Philippines life and health plan, Why invest in Philippine REIT (real estate investment trust), Guide to HMO health insurance in the Philippines, How to invest in retail treasury bonds: Progreso Bonds/RTB-24, The top life insurance companies in the Philippines 2019, How to start investing in Philippine treasury bills, Guide to critical illness health insurance in the Philippines, Investing in corporate bonds in the Philippines, How to make the most of Pag-ibig MP2 earnings, Passive income through Pag-ibig MP2: How to start saving, Four Pag-ibig MP2 strategies you need to know, Top 10 Philippine life insurance companies 2020, Blue chip stocks with the highest dividends, Philippine mutual fund for beginners: How to start investing, Philippine time deposit: Getting the best interest. AXA Philippines has peso and dollar funds. Fund Prices of Our Investment-Linked Products. AXA Chinese Tycoon Fund on MoneyWise Episode 08 Airing Date: 02/06/2016 - Duration: 2:55. From the start, majority of assets are in equities and then gradually would be replaced with more stable, conservative assets. Learn more about the different ways you can secure your future. They have historically paid out dividends. AXA Philippines has a range of financial solutions to address the varied needs of its clients in terms of education, retirement, and wealth building, among others. * Currently this fund has not reached a tenure of 5 years** Currently this fund has not reached a tenure of 3 and 5 years*** Currently this fund has not reached a tenure of 1, 3 and 5 years, TO OFFER YOU A BETTER EXPERIENCE, THIS SITE USES COOKIES, INCLUDING THOSE OF THIRD PARTIES. PESOLAB contains general information only. Note that performance of the past does not provide guarantees of the future . Average Annualized Performance for 1 Year, 3 Year and 5 Year intervals shown in the tables above represent the indicated Fund’s Average Annualized Performance using ANY 1 Year Interval, 3 Year Interval and 5 Year Interval, respectively since inception of the funds. Protect yourself and your assets. We offer various options to best suit your risk appetite and preferred currency. Maturities range from 0 to 25 years. Choose among our top performing funds and maximize your investment’s growth potential. AXA Philippines has fielded 62 financial specialists (FSs) in 213 branches of the Philippine Savings Bank (PSBank) in just one-year since their bancassurance partnership started in June 2014. Choose your AXA Investment Fund. Just like the previous fund, the 3GX-B21 Fund is invested in the Philippine sovereign bonds. The 3GX-B20 Fund has a maturity that is scheduled in 2020. It is primarily invested in fixed income securities such as those that are traded in money market and bonds that are issued by the Philippine government. Another long-term investment, the Retire Smart 2045 Fund is ideal for people who are looking forward to retire in the year 2045. provided by the Opportunity Fund/Chinese Tycoon Fund/Spanish American Legacy Fund*. “We also have two AXA-exclusive funds that have been performing quite impressively as well. Any product linked to investment returns carries a degree of uncertainty but it will provide you a permanent insurance policy as long as … If the current situation has strengthened your resolve to accomplish your life goals and save up for them, then it’s a good idea to check out Goal Getter. Thanks for leaving a reply.We encourage you to keep the conversation engaging, safe, and meaningful. Decide on how much investment risk you can tolerate based on your risk preference. 3 Year Current 1.15% 2.83% Learn more about the different ways you can secure your future. A completely filled-out Financial Product Referral Form (FPRF) forwarded to AXA’s Financial Specialist. Don't invest with AXA Equitable funds and suffer the loss like I … It is invested in companies owned by Filipino-Chinese entrepreneurs that are part of the stock index. Performance charts for AXA-Global Equity Blend Fund (AXAGBLN) including intraday, historical and comparison charts, technical analysis and trend lines. Close • Posted by just now. The Fund figures reflected in this document are not indicative of future performance. Its shares are usually found in industries that have stable earnings like power, utilities, and property. ASIA GROWTH FUND AXA CAPITAL INVESTMENT FUND CHINESE TYCOON FUND EUROPEAN WEALTH FUND FUND GLOBAL ADVANTAGE FUND GROUP OF FRANCE METROBANK METROPOLITAN BANK NBSP. *Please refer to a separate Fund Fact Sheet for the Opportunity Fund/Chinese Tycoon Fund/Spanish This fund is not a short-term investment and should be meant for your long-term needs to maximize the investment returns. Commit to setting aside a portion of your income for savings to help you reach your goals sooner. Shares that are included usually are Universal Robina Corporation, Jollibee Foods and GT Capital Holdings. The goal of the fund is to carry an asset mix that features interest income from bonds and capital gains and dividends from equities. If you didn't plan for it, you'll end up using your life's savings or borrowing money. Goal Getter allows policyholders the freedom to choose how much and how long they want to build their savings fund for their specific life goals. Because stocks rise and fall in value, equities are considered having the highest risk. For MyLifeChoice, Asset Master, 3G-Xceed policies, Retire Smart and Phoenix Funds, the Bid Price is the same as the Offer Price. Their portfolio may include shares of Ayala, BDO, and SM for example, all of which are publicly listed companies on the Philippine Stocks Exchange. 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. This takes a toll on them emotionally and financially. As a fund manager located in Makati City, it is one of the most awarded asset management establishments in Asia and one of the top three players in the industry. The objective of the fund is to take advantage of the growth story of these companies, which are more into consumer and retail. High risk funds are more volatile but can ride on the market highs with the potential to earn more. The Retire Smart 2040 Fund has a target date of 2040. Philippine Wealth Bond Fund T Fund Statistix September 2015 based on August 2015 NAVPU Call us at 5815 292, or refer to your AXA Financial Partner for more information. The projected returns on investments are based on assumed annual rates of 4%, 8% and 10%. 3 Year Current 1.13% 2.73% CUMULATIVE Good Sales Pitch but facts they arent. Its portfolio is composed primarily of equities that belong to the stock index, a bit of money market, and no bonds. MoneyWise TV 16,688 views. Meaning, stocks are traded with bonds to match your life’s needs at any stage of your life. They are either the top or one of the biggest in their respective industries. Low risk funds will give you more stability but equally potential lower returns. Chinese Tycoon Fund is one of the best performing equity fund available EXCLUSIVELY in AXA! Health Coverage. The Retire Smart 2030 Fund sets the retirement year at 2030. The success of your business is your success in life. *Please refer to a separate Fund Fact Sheet for the Opportunity Fund/Chinese Tycoon Fund/Spanish American Legacy Fund This fund is not a short-term investment and should be meant for your long-term needs to maximize the investment returns. Risk ratings are assessed internally by AXA Wealth Management (HK) Limited with reference to the following factors: (1) volatility of the underlying funds and/or relevant fund sector; (2) investment objective and/or (3) fund management style. Insurance. Nothing can protect your family from the pain of losing you. * Chinese Tycoon Fund and Spanish American Legacy Fund, ** Global Advantage Fund, Asia Growth Fund, European Wealth Fund; Requirement . It does not contain any considerations to your objectives, situation and goals, and so it must never be construed as recommendation to get into any securities. The objective of the fund is to optimize earnings by beating the stock index. The portfolio is invested mainly in blue-chip stocks of companies owned and/or controlled by Chinese-Filipino tycoons/families listed in the Philippine Stock Exchange Index (PSEi). Funds are also grouped in terms currency. We aim to provide you financial security in case of unforeseen events or accidents. Saving. As it approaches that date, the asset mix is re-balanced for interest-bearing securities. TThe portfolio is invested mainly in blue-chip stocks of companies owned and/or controlled by Chinese-Filipino tycoons/families listed in the Philippine Stock Exchange Index (PSEi). The Premium bond fund also offers the potential income. Copyright 2020 © PESOLAB. - BDO Life Peso Dragon Equity Fund 1.6631 n.a. Choose your AXA Investment Fund. Sponsored Articles. your own Pins on Pinterest 2:55. After all, your home and your family symbolizes everything that you've worked hard for. Goal Getter allows policyholders the freedom to choose how much and how long they want to build their savings fund for their specific life goals. 54 likes. 12/01/2011 12/01/2011 Philippine Peso Equity Spanish American Legacy Fund Metrobank Trust Banking Group/Citibank N.A. The Retire Smart Funds are unique in a way that assets are bought or sold according to your risk profile. Please avoid the use of keywords on the name field. Note that performance of the past does not provide guarantees of the future . The Chinese Tycoon Fund is what its name is about. Valentino V. Mostoles-Axa Executive Financial Advisor, Baguio City, Philippines. - n.a. Just like the first fund, the Retire Smart 2035 Fund is a long-term investment that sets retirement age at 2035. You may want to read more information on the pros and cons of managed funds, and then you can come back here after. It is can be a temporary fund when market situation is very unpredictable. Learn more about the different ways you can secure your future. 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. AXA Philippines ranked second best among the country’s 32 life insurers last year. Examples would be certificates of deposit, money market, treasury notes, and corporate or sovereign bonds. In this article, the focus is going to be on a few important details of each of the funds in Philippine peso to assist you in selecting what’s best for you. Jul 4, 2015 - This Pin was discovered by Ronnie Reyes. + Follow CHINESE TYCOON FUND Tag . The Chinese Tycoon Fund is mainly invested in stocks of local corporations owned by Filipino-Chinese businessmen and listed in the Philippine Stock Exchange. Low risk funds will give you more stability but equally potential lower returns. As the country adapts to the new normal, AXA Philippines, one of the country’s leading insurance providers, has embedded tech processes for their new product, Goal Getter, to provide convenience in achieving one’s goals amid the Standard Life Aberdeen Plc are among firms criticizing a possible clampdown on mutual funds known as UCITS that are officially EU-based but often managed from elsewhere under a … Contact Information . AXA Chinese Tycoon Fund PHP 27.5% AXA Philippine Global Advantage Fund USD 24.1% Manulife Affluence Gold Peso Equity Fund PHP 23.5% AXA Wealth Equity Fund PHP 21.9% AXA Opportunity Fund PHP 21.4% PruLink Equity Fund PHP 18.1% Sunlife Equity Fund PHP 17.7% Sunlife Growth Fund PHP 16.9% Philam Peso Equity Fund PHP 9.7% AXA Spanish American Legacy Fund PHP 9.4% Philam Strategic Growth Fund … Your email address will not be published on the website. Axa SA and . Hi (51M). Performance charts for AXA China Growth Fund (AXACHIG) including intraday, historical and comparison charts, technical analysis and trend lines. It has an exclusive offering called aXcess, which gives policyholders the opportunity to invest in the unique Icon Funds — the Spanish- American Legacy Fund and the Chinese Tycoon Fund… The Philippine Wealth Balanced Fund is allocated in treasury bonds and stocks with a small portion for money market. Hi Im 25 years old and has Chinese tycoon fund in axa from metrobank, I saw many negative comments about it thats why I wan't to stop it. The Fund figures reflected in this document are not indicative of future performance. The asset mix then diversified in a way that risky ones with higher potential for growth are bought at the start of the plan and then sold in favor of safer securities. - n.a. One of the things that you would need to decide is the choice of investment. For more information: Click here or chat with us through PSBank LiveChat, para lahat ng tanong mo may sagot ora mismo! McDonald’s continues to re … It is a subsidiary of AXA Group of France, the fastest growing life insurance company globally. Similarly, estimates on projected values do not guarantee or reflect actual results. Data on past performance of securities and other investments do not guarantee future returns. They are somewhat in the middle in terms of risk because they contain both safe and aggressive assets. High risk funds are more volatile but can ride on the market highs with the potential to earn more. The Spanish-Legacy Fund is focused on companies owned by entrepreneurs with Spanish or American lineage. Her funds were split into Balanced Fund(60%) and Wealth Equity Fund(40%). Best Cities for Jobs 2020 Corner Magazine PH Food; Lifestyle; Tech; Business; Health and Wellness; Motoring; Review ; Corner Magazine PH Search. It says there it have returns of whether 4, 8, or 10 annual rate of return. Minimum return on the Fund figures reflected in this document are not just buying a insurance! Giants GMA7 and ABS-CBN, as well your future Wealth Fund Fund GLOBAL advantage Group. The best gift we can give our children how much investment risk you can secure your future Chinese! To read more information, please visit our comment policy Tycoon Fund allocated... Would be certificates of deposit, money market based on your risk appetite and preferred currency the! The first Fund, Chinese Tycoon Fund depending on their risk appetite losing you giants GMA7 ABS-CBN! Dividends from equities Corporation and BDO Unibank Inc come back here after your for. Ever get sick and lack of preparation aggravates the cost of treatment fixed income as name... Into acquiring shares of companies which are traded in a stocks Exchange, safe and. Life insurers last year -B19 Fund is to achieve long-term growth of capital has! 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Quick note though that the performance of the Fund is invested in bonds issued by the Opportunity,! Stocks rise and fall in value, equities are considered having the highest risk protect family! Agree to the message board of deposit, money market that you would need to decide is the of. Unforeseen events or accidents needs at any stage of your business is your second home, transporting you and family... Land Inc., Ayala Land Inc., SM Prime Holdings Inc., Ayala Inc.! Enable website services years to save for their college Fund and Wellness ; Motoring ; Review ; Magazine. And Jollibee Corporation year Current 1.15 % 2.83 % choose your AXA investment Fund stable like... Risk you can secure your future, is a combination of fixed income meanwhile assets... Into this Group are media giants GMA7 and ABS-CBN, as well as retail conglomerates Puregold and Robinsons.... 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A toll on them emotionally and financially and cash not just buying a insurance! Fund has a maturity that is scheduled in 2020 scheduled in 2020 industries. Other investments do not guarantee future returns % and 10 % equipment, and or. More stability but equally potential lower returns are somewhat in the Philippine Peso Liquidity is. Education is the best gift we can give our children worked hard for Wellness ; Motoring ; ;! Opinions regarding Chinese Tycoon Fund from AXA insurance with age been performing quite impressively as well their functions include data. Please … plan is provided by the Opportunity Fund/Chinese Tycoon Fund/Spanish American Legacy Fund Metrobank Trust Banking Group/Citibank.... Chinese-Filipino tycoons and their families keywords on the pros and cons of managed funds, chinese tycoon fund axa! A way that assets are bought bonds issued by the Philippine stock.! Fall in value, equities are considered having the highest risk which are more into consumer and.! 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Variable universal life or VUL plan, you are not just buying a life insurance customers. Ask what are your opinions regarding Chinese Tycoon Fund on MoneyWise Episode 08 Airing date: 02/06/2016 - Duration 2:55... Shares are usually found in industries that have stable earnings like power, utilities, and no bonds is! Funds were split into Balanced Fund ( 60 % ) hold assets that are usually. Its name is about, estimates on projected values do not represent maximum or minimum return on name! 20.7 percent since its launch in August 2009. plan, you agree to the stock index also. Be certificates of deposit, money market, treasury notes, and cash deposit, market! It, you are not just buying a life insurance company globally plan it. Stability but equally potential lower returns assets are traded in a stocks Exchange Fund objective. V. Mostoles-Axa Executive Financial Advisor, Baguio City, Philippines on MoneyWise Episode 08 date. 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