Curious to know more about Asian Equity Fund? Read on.


What's Asian Equity Fund?

Asian Equity Fund is the latest fund option for Troo BuildWealth and Troo BoostWealth. This is an offshore investment choice allowing you to diversify your investment across the booming economies of Asia (except Japan). 

What countries does this fund invest in?

Asian Equity Fund is invested in the iShares Core MSCI AC Asia ex Japan Index Exchange Traded Fund listed in the Hong Kong Stock Exchange and cash/money market instruments. This ETF is composed of securities issued in China, South Korea, India, Taiwan and Indonesia, excluding Japan. A sizeable portion of the investment is in China. 

How does it differ from the other funds you offer?

Check out the pluses of Asian Equity Fund:

1 Managed by BlackRock

Invest in an Exchange Traded Fund managed by Blackrock – one of the world’s largest asset managers.

2 Spread across Asia 

Diversify your investment across growing Asian economies such as China, South Korea, India, Taiwan and Indonesia.

3 Potential currency gains

Ride the forex wave and take advantage of the opportunity to earn more.

4 Stronger income growth 

Go for the long haul and invest for a longer period of time.
 


Do I need to convert my Philippine pesos to HK dollars?

You don’t have to. You can use your Philippine pesos to invest in Asian Equity Fund. Now, that’s offshore investment made easy. 

I'm interested but I want to know who will be managing my investment.

The ETF that Asian Equity Fund is invested in (iShares Core MSCI AC Asia ex Japan Index), is managed by BlackRock, one of the world’s largest asset managers.

Is this pure investment or does this also come with life insurance?

You can invest in Asian Equity Fund when you get a BuildWealth or BoostWealth policy – financial solutions that give you protection and allow you to invest at the same time.

Who is BlackRock?

BlackRock is one of the biggest asset management companies in the world. It has trillions of dollars in assets under management and investment centers spread all around the world. BlackRock is trusted for managing pension funds, endowments, foundations and even sovereign wealth funds.

Why invest in Asia yet exclude Japan?

The time to invest in Asia is now. With economies growing and performing better than ever, investments are set to boom. Japan is not included because its economic state is much different from the countries that are listed.

Would you have any indications on how well Asian Equity Fund would perform?

The performance of the AEF is largely driven by how the underlying ETF performs. Since the ETF was launched in March 2009, its Net Asset Value Per Unit (NAVPU) has grown by more than 100%. Pretty good, right? But remember, the NAVPU can go up or down depending on investment performance. This is why it’s best if your customers keep their investment with Troo for a minimum of 7 years to see some real gains.

How do I know if this is the right fund for me?

Ask yourself these questions. Are you ...

  • interested in maximizing the earning potential of your investment?
  • willing to take a long-term view of the market?
  • open to foreign currency exchange risk?
  • keen on seeing income opportunities in a volatile market?

If you answered YES to all the questions, then Asian Equity Fund may be the right choice for you.

    Is there a minimum investment amount? And can I add more to my initial investment?

    It doesn’t take much to invest in Asian Equity Fund. It takes as little as ₱25,000 per quarter to invest in the fund. Ready to buy additional units? Easy. Put in a minimum of ₱10,000.

    How long should I keep my investment in the fund?

    Like any investment, it’s always best to go for the long haul. We recommend a minimum of 7 years. This way, you get to enjoy the benefits of your investment and your policy.

    Are there any fees or charges that I should consider?

    There’s a 2.2% Asset Management Charge per year to make sure that your funds are well-supervised. This charge is already included in the unit price. Do note that other charges are applicable.

    Great! How do I get started?

    Well, you have two options. You can go with a BuildWealth or BoostWealth policy. Drop by an EastWest store to talk to our Troo Advisor. Contact us to find an EastWest store near you.


    Make an appointment today.