As a premier life insurance company in the Philippines, AIA (formerly Philam Life) is committed to empowering Filipinos to enjoy Healthier, Longer, Better Lives by helping them stay financially protected while growing their wealth with purpose and confidence. 

At AIA, we believe that financial well-being is a big part of that goal, and we aim to be our customers’ trusted partner throughout their financial journey. By guiding and supporting our customers in making healthy financial decisions today, we can help them gain more opportunities to live a secure future. 

Through AIA’s investment stewardship principle, your wealth is managed alongside our own. We make sure to invest in a variety of strong-performing funds to support savings goals across different preferences. Below, we feature some of the AIA Funds that can help you reach your long-term financial goals:

AIA Global Elite Funds

True to its name, Global Elite Funds are designed for investors seeking to invest on a global scale. AIA Investment Management (AIAIM) leverages AIA Group’s global investment expertise, giving customers access to a robust international network—unlocking global opportunities and delivering the benefits of a diversified, well-balanced portfolio built for long-term growth.

What are the Key Propositions of AIA Global Elite Funds?

● Diversify globally with expert management: Customers can gain global exposure through funds co-managed by AIAIM and top fund houses.

● Drive growth through dynamic allocation: AIAIM leverages its market expertise to adjust fund allocations across classes, sectors, and regions to optimize performance and minimize risks.

● Team up with credible partners to drive long-term growth: AIAIM partners with global fund houses to build funds that adapt to changing market conditions and investor needs for long-term growth.

AIA PH Elite Funds

These funds combine the power of global leadership and local insight to provide customers with sustainable returns and long-term success. AIA’s decades-long knowledge about the local financial markets has honed its expertise and helped deliver innovative insurance solutions for its customers.

What are the Key Propositions of AIA PH Elite Funds?

● Drive growth through dynamic allocation: AIA Investment Management Philippines (AIAIM PH) proactively adjusts funds across local asset classes and sectors to adapt to changing market conditions.

● Maximize returns with active management: AIAIM PH also ensures the funds stay agile. They respond quickly to market shifts, maximizing opportunities while mitigating risks.

How can I invest in AIA Global Elite Funds and AIA PH Elite Funds?

AIA Global Elite Funds and AIA PH Elite Funds are available when you choose from AIA’s investment-linked life insurance plans:

● AIA Goals Protect - a peso-denominated variable life insurance plan that provides flexible and customizable coverage for life, health, medical, and accidents while also helping you grow savings through long-term investment.

● Peso Money Tree – Income Paying - a peso-denominated variable life insurance plan packaged with AIA Global Dynamic Income-Paying Fund. It offers potential quarterly dividend payouts and up to 125% life insurance coverage for a one-time payment of PHP 125,000.

AIA Global Dynamic Income-Paying Fund (GDIF)

This fund aims to provide customers with a regular target income and total return over the long term. It invests in a variety of attractive income-generating asset classes, including but not limited to, fixed-income securities, equities, covered call options, and collective investments.

What are the Key Propositions of the AIA GDIF?

● Diversify globally with expert management: AIA’s global financial experts carefully select assets to ensure the most growth for your investments.

● Earn potential income from dividend payouts: You may receive quarterly dividends and increased payouts depending on market conditions.

● Get protection for you and your finances: This fund offers insurance protection, enabling you to secure long-term savings while also staying protected against the unexpected.

How can I invest in AIA GDIF?

AIA’s GDIF can be accessed when you avail a Peso-Money Tree Income Paying Fund.

AIA offers a wide range of investment-linked life insurance plans that can be attached to expertly managed funds so you can achieve your financial goals. With AIAIM and AIAIM PH’s in-depth knowledge of the market, they can efficiently manage your funds to make sure you get the best financial opportunities with minimal risks.

Want to know which AIA fund is best for you? Contact an AIA Life Planner today to get started on growing your wealth.