Insular Life Wealth Series Equity Fund doubles one’s investment in five years

[honey2723]

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nsular Life’s Wealth Series Funds achieved its highest Peso Equity Fund NAVPU (Net Asset Value Per Unit) rate at closing on Monday, June 21, with a 107% yield since its launch in March 2005, effectively doubling the principal amount in a little over five years.

Other Wealth Series funds reflected the same robust trend of the financial markets, the company said in a statement.

Fixed Income Fund recorded a 47.22% yield while Balanced Fund, which invests both in equities and fixed income instruments, obtained a 66.74% return during the same period. Likewise, the Dollar Fixed Income Fund has fetched its highest return of 19.35% since it was launched three years ago.

The funds’ performance reflects Insular’s 100 years of experience in financial protection and investments, while upholding its role as prudent and competent fund managers. It also proves credibility of the Wealth Series products as safe and profitable investments over the medium to long-term period.

Wealth Series is comprised of Wealth Builder and Wealth Secure. Wealth Builder is a peso-denominated, investment-linked insurance product requiring a single premium payment, where returns depend on the growth of the policyholder’s chosen fund. Part of the investment amount covers insurance protection embedded in the product to protect policyholders against unforeseen events. Beneficiaries get 125% of the premium or the fund value, whichever is higher.

Wealth Secure, on the other hand, is a regular pay peso-denominated, investment linked insurance product. Similar to Wealth Builder, yields depend on the fund chosen by the policyholder. Wealth Secure offers more flexibility like options to increase or decrease insurance coverage or increase or decrease the premium over time.

As of yearend 2009 Insular Life premium income rose to P7.5 billion while net income was up at P2.12 billion. Total assets also grew to P63 billion during the period.

[lorenzoleo]

hehehe! up!!, lig.on jud ang Financial Industry sa Philippines. Hapit na mahuman ang building sa Insular sa Ayala. I'm not with Insular but tabang lang kog up ani.

[honey2723]

thanks Lorenzoleo...

Mag 100years na si Insular this Nov 25, 2010.. . Proud to be with Insular during this historic moment...

[kenites]

Thanks.This is a good news for me kay nakakuha ra ba ko insurance dire..basin ma TY na pud..

[honey2723]

@kenites - nganong "ma TY na pud"?? such an odd statement IMO... So far, been connected w/ Insular for the past four years, and no news whatsoever that Insular is in danger of bankruptcy... And I do my best to research on the status of the company para dili ko mapalaw sa akong clients...

[Dr_Worm]

doubles one’s investment in five years... is this guaranteed? or just based on historical performance of the company..

[the_guardian]

lorenzo, could you email me regarding mutual funds

[jess]

if ur investment doubles in 5 years, ur interest rate is 14.4% annually. investing directly with mutualfunds, or stocks can give u more. just a tip.

[b@r3f00t]

@kenites - nganong "ma TY na pud"?? such an odd statement IMO... So far, been connected w/ Insular for the past four years, and no news whatsoever that Insular is in danger of bankruptcy... And I do my best to research on the status of the company para dili ko mapalaw sa akong clients...

I trust in YOU!

[honey2723]

doubles one’s investment in five years... is this guaranteed? or just based on historical performance of the company..

@Dr Worm - dili ni siya guaranteed.. Based on the actual performance lang on the investment of the company, especially the investment products nga mutual-fund based...