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Make living well your legacy with Asset Master.

An insurance and investment plan that will help you make sure your family continues on living well.

GET A QUOTE CONSULT AN ADVISOR

Make living well your legacy with Asset Master.

An insurance and investment plan that will help you make sure your family continues on living well.

GET A QUOTE
CONSULT AN ADVISOR
WATCH THE VIDEO

Asset Master is a single-pay, insurance-investment plan that allows you to do the following:

Investment diversification
Access a variety of investment opportunities across the world and diversify your portfolio.

Estate planning
Grow and preserve your estate and seamlessly transfer it to your heirs.

Business protection
Ensure business continuity by protecting your business from the financial blow of losing a key person.

World-class medical advice
Avail of value-added services such as best in class medical advice for cancer or heart disease, so you and your family can focus on your recovery.

TIER 1

PHP 100,000 / US$ 2,000
Minimum investment

5%
Premium Charge

2%
Guaranteed Loyalty Bonus

TIER 2

PHP 1,000,000 / US$ 20,000
Minimum investment

3.5%
Premium Charge

2%
Guaranteed Loyalty Bonus

Build a diverse global portfolio
with our investment funds.

AXA's investment principles are deeply rooted in our core values of long-term investing, relentless search for value, and maintaining a balanced approach.

Legend Fixed Income Multi-Asset Equities
Type Currency
Fixed Income
Multi-Asset
Equities

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Fixed Income
Multi-Asset
Equities

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Investment Funds

Philippine Funds

Type

Currency

Fixed Income
Multi-Asset
Equities

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Investment Funds

Offshore Funds

Type

Currency

Fixed Income
Multi-Asset
Equities

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Explore our new funds and see how we can move you closer to your investment goals

Peso-Denominated Dollar Funds

Explore the simplified world of global investing

Using your peso policy, you can now conveniently access AXA's top global funds and optimize the growth potential of your investments.

Target Date Funds

For goals you can't afford to compromise on

We all have a life goal that we cannot afford to compromise on or postpone—whether it’s your child’s college education or your own retirement. A reliable investment will help you prepare for it today.

Global Dynamic Allocation Funds

Expand your investment and reach major markets across the globe

AXA’s first volatility-managed funds are designed to offer broader diversification and optimized returns.

Global investing made simple with Peso-Denominated Dollar Funds

Peso-Denominated Dollar Funds

These funds are the peso-denominated versions of AXA’s top dollar-denominated global funds. These funds let you take advantage of the following benefits:

Convenience

Invest in global funds without the tedious process of creating a separate dollar account

Global diversification

Diversify your assets globally by capitalizing on both local and foreign markets

Seamless fund switching

Conveniently reallocate your investments from local to global funds in one peso policy

Maximize the growth potential of your investments

AXA’s Peso-Denominated Dollar Funds open more opportunities for higher returns and better risk management by providing you convenient access to foreign Markets. You can now maximize the growth potential of your investments through these expertly-managed global funds.

Global Dynamic Allocation Funds (GDAF) Peso - a set of funds that offers global diversification by investing in various asset classes (fixed income, balanced and equities) across world

Global Advantage Fund (GAF) Peso - an equity fund that invests into an index that tracks the performance of U.S technology stocks which include big tech companies such as Apple, Microsoft, Amazon, Facebook, and Google

Funds’ returns are dependent on both the performance of the fund and the currency exchange rate. There is a possibility for an investor to experience gains or losses due to fluctuations in the underlying fund prices and fluctuations in foreign exchange rates.

Secure your future with Target Date Funds

AXA’s Target Date Fund is an expertly-managed fund designed to help you prepare for your long term goals. It lets you leverage on AXA’s expertise in fund management and be certain that your funds are taken care of amid changing market conditions.

AXA’s Target Date Fund is an expertly-managed fund designed to help you prepare for your long term goals. It lets you leverage on AXA’s expertise in fund management and be certain that your funds are taken care of amid changing market conditions.

Extend your reach with Global Dynamic Allocation Funds

Diversify your portfolio and take advantage of the funds' built-in benefits:

Access our globally diverse funds to harness the potential returns from different growth markets across the globe.

Adjust to the ever-changing market conditions to manage your portfolio's risk and protect yourself from extreme market drops.
Choose a Global Dynamic Fund best suited to your risk profile.
Stable Multi-Asset Growth
Risk profile Conservative Moderate Aggressive
Investment goal Capital preservation Modest capital growth with capital preservation Capital growth
Volatility range 0 - 7.5% 7.5% - 15% 15% - 25%
Portfolio mix Global fixed income: U.S Europe Japan Asia pacific excluding Japan Emerging markets Global multi-asset: A balance between global fixed income and global equity funds Global equities: U.S. Europe Japan Asia Pacific excluding Japan Emerging markets

Potential Investment Growth

Get a quote. Choose an investment amount.

This sample quote is for a person at the age of 40.

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  • PHONE CALL
  • VISIT
  • CHAT
  • Morning
    (8 am – 12 pm)
  • Lunch
    (12 – 2 pm)
  • Afternoon
    (2 – 6 pm)
  • calender-icon

    With a single premium amount of {[{asset.singlePremium | currency: asset.form.currency:0}]}, get guaranteed life insurance coverage of at least {[{asset.insuranceCoverage | currency: asset.form.currency:0}]} and the following projected growth of your investment:

    {[{asset.inFiveYears | currency: asset.form.currency + ' ':0}]}
    {[{asset.resultYears[0].after}]}

    in {[{asset.resultYears[0].noOfYears}]}

    {[{asset.inTenYears | currency: asset.form.currency + ' ':0}]}
    {[{asset.resultYears[1].after}]}

    in {[{asset.resultYears[1].noOfYears}]}

    {[{asset.inTwentyYears | currency: asset.form.currency + ' ':0}]}
    {[{asset.resultYears[2].after}]}

    in {[{asset.resultYears[2].noOfYears}]}

    This sample quote is based on a profile of someone at the age of 40.
    Please expect a call from us within the week for a quotation tailor-fit for you.
    You may also reach us directly at 581-5222 from Monday to Friday, 9AM to 6PM.

    Note: This assumes that your fund will grow at 8% return annually for Peso and 6% for USD, with no withdrawals.

    *Assuming no partial withdrawals are made.

    The actual return may differ based on market performance.

    Thank you. Please expect a call from one of

    our financial executives in 2 business days.

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