Funds
In 2023, AIAIM PH launched Philippine Peso denominated Unit Investment Trust Funds (UITF) that serves as
flexible building blocks for designing Investment Linked Products to suit different customer needs in terms of
risk profiles, long term protection and financial goals.
Fund Information
Fund Name
|
NAVPU
|
YTD Return
|
YOY Return
|
Valuation
|
Declaration
|
KIIDS
|
---|---|---|---|---|---|---|
AIAIM PH Board of Directors
Gary James Ogilvie
Chairman of the Board
Angel Marie L. Pacis
Director & Chief Executive Officer
Jonathan Somers
Director
Gregory Brian Ballard
Director
Ador A. Abrogena
Independent Director
Diwa C. Guinigundo
Independent Director
Rabboni Francis B. Arjonillo
Independent Director
AIAIM PH Funds Team
Reginald “Jing” G. Candelaria
Head of Equity Fund Management
VIEW BIOGRAPHY
Reginald G. Candelaria is the Head of Equity Fund Management at AIAIM PH. He manages both the equity portfolios in the general accounts and the Investment-Linked Products (ILP) of AIA Philippines. He draws from over 15 years of experience in equity fund management, fundamental research and valuation of companies in the Philippine stock market. He has a diverse experience garnered from both the private and public sectors. Jing completed AB Management Economics from the Ateneo de Manila University and has an MS Finance degree from University of the Philippines Diliman. He completed the Trust Operations and Investment Management course conducted by the Trust Institute Foundation of the Philippines (TIFP). He also earned the CFA Institute Certificate in ESG Investing and is a CFA Charterholder.
Michael “Mike” R. Bengson
Head of Equity Research
VIEW BIOGRAPHY
Michael R. Bengson is the Head of Equity Research at AIAIM PH. He draws from over 25 years of investment research experience and specializes in the Philippine equities market. Mike graduated with an AB Economics degree from the Ateneo de Manila University. He completed the Investment Analysis and Advanced Equity Analysis, and the Financial Modelling courses conducted by the Financial Training Company, Euromoney Institute of Finance. He also completed the Trust Operations and Investment Management course (with Distinction) conducted by the Trust Institute Foundation of the Philippines (TIFP). He is consistently recognized as one of the best analysts in the country by the Asiamoney Brokers Poll and the Fund Managers Association of the Philippines. He also earned the CFA Institute Certificate in ESG Investing.
Jann Lerry C. Agno
Equity Portfolio Manager
VIEW BIOGRAPHY
Jann Lerry C. Agno is the Equity Portfolio Manager at AIAIM PH. He draws over 14 years of experience in the finance and investment industry. Prior to his appointment as Equity Portfolio Manager, Jann held several positions in AIAIM PH including Equity Research Analyst and Investment Operations Manager. He also worked overseas as Credit and Cost Control Officer for an oil & gas company in the U.A.E. Jann graduated with a Bachelor of Science in Accountancy degree from University of Caloocan and is a Certified Public Accountant. He completed the Trust Operations and Investment Management course conducted by the Trust Institute Foundation of the Philippines (TIFP). He also earned the CFA Institute Certificate in ESG Investing.
Diandra Denise M. Dimaunahan
Fixed Income Portfolio Manager
VIEW BIOGRAPHY
Diandra Denise M. Dimaunahan is a Fixed Income Portfolio Manager of AIAIM PH. She has 12 years of experience in treasury proprietary trading, distribution, multi-currency, and multi-asset fund management from both the buy-side and sell-side financial institutions. She earned a double major diploma, with distinction, in both economics and finance from De La Salle University. Denise is a Certified Treasury Professional, SEC Fixed Income Salesman, Certified UITF Salesperson, and has completed the Trust Operations and Investment Management course conducted by the Trust Institute Foundation of the Philippines (TIFP). She also passed Level I of the CFA Program and earned the CFA Institute Certificate in ESG Investing. She is recognized by the Fund Managers Association of the Philippines as one of the top fixed income traders and by The Asset Magazine Benchmark Survey as one of the Most Astute Investors in Asian G3 bonds.
Rodel Joseph “Jesse” Y. Navarro
Fixed Income Portfolio Manager
VIEW BIOGRAPHY
Rodel Joseph Y. Navarro is a Fixed Income Portfolio Manager at AIAIM PH. He leverages six years of experience in the fixed income and forex market, with a background in trading and portfolio management. Prior to joining AIAIM PH, Jesse worked in the fixed income and forex trading desks for the biggest pension fund in the country. Jesse holds a Master of Science in Finance degree from the University of the Philippines Diliman and a Bachelor of Science in Accountancy degree from the Philippine School of Business Administration. He is a Certified Public Accountant and earned the CFA Institute Certificate in ESG Investing. He also passed Level 1 of the CFA Program examination.
Weekly Market Round Up
RISK WARNING
The value of the investment may change in relation to changes in market value of the funds. The price at the time of redemption may be lower or higher than the price at the time of subscription.
Any reference to historical data should not be interpreted as projections to future performance servicing. Past performance is not indicative of future returns. References to historical prices are for illustration purposes only.
It is expected that the investor has read the plan rules prior to investing. Should there be queries, these should be communicated to an AIAIM PH authorized representative.