How Filipinos can boost investment with foreign stocks

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Metro Manila (CNN Philippines) - Young Filipino professionals stuck at home have driven a surge in local stock market investing. According to a report by Bloomberg, one particular brokerage, AAA Equities, even doubled its number of customers opening accounts since the lockdown started in mid-March last year.

These Filipinos are investing primarily in the Philippine Stock Exchange, where stocks of Philippine-based companies are traded. And while investing in local stocks is an excellent starting point, many can take it up a notch: investing in international markets, because the potential returns of investing in foreign stocks can be higher.

Going global allows investors to combine stocks from various markets, which means they get to capitalize on different economies, instead of only relying on one (the Philippines'). Buying stocks from international markets serves as a channel to take advantage of other countries' economic growth, which will lead to a more diversified and stable portfolio.

New investors must consult with their trusted financial advisor to create a clear plan which aligns with their financial situation and investment goals. The next step is to find a reliable partner who will help them build their wealth and help expand their investment portfolio to global markets.


One of these partners is life insurance provider AIA Philam Life. AIA Philam Life, in collaboration with its Singapore-based affiliate AIA Investment Management (AIA IM), recently launched AIA Elite Funds, an offering that provides Filipino investors access to global investments managed by reputable fund managers through its existing products, Family Provider and MoneyWorks.

"The Elite Funds combine various strategies to match client risk profiles and focus on delivering long-term investment returns so our clients can expect reassurance and consistency with their investments," Shrikant Bhat, AIA IM head of funds, said in a statement.

AIA Philam Life offers three different Elite Funds customers can choose from depending on their financial profile and risk appetite.

The Elite Adventurous fund is for high-risk investors, with 90% of the portfolio invested in equities and 10% in fixed income offerings.

Meanwhile, the Elite Balanced fund for medium- to high-risk investors allots 60% in equities and 40% in fixed income offerings.

Finally, the Elite Conservative fund is for low- to medium-risk investors, with an allotment of 30% in equities and 70% in fixed income offerings.

Each fund is uniquely created for AIA and are sub-managed by leading global investment managers such as Baillie Gifford, Wellington Management and BlackRock. Interested investors may know more about these funds via the company's official website.

Investing globally can be rewarding. Click on this link to speak to a trusted financial advisor today and start this journey.