Manulife Launches Unit Investment Trust Fund for Preserving Capital and Generating Income

Manulife Investment Management Philippines (Manulife IM), the fund management arm of the Manufacturers Life Insurance Co. (Philippines), has introduced a unit investment trust fund (UITF) designed to provide a safe haven for investors during times of market uncertainty. The new Manulife Money Market Fund allows investors to allocate as low as P1,000, making it an attractive option for younger Filipinos starting their investment journey. The fund aims to preserve capital and generate income through investments in fixed income securities and deposits.

Key Takeaways:

  • The Manulife Money Market Fund allows investors to start investing with as low as P1,000, making it accessible to a wider range of investors.
  • The fund is designed to preserve capital and generate income through investments in fixed income securities and deposits, making it suitable for investors with lower risk appetites.
  • The fund is suitable for younger Filipinos who want to start their investment journey with a professionally managed fund.
  • According to a recent Manulife survey, millennial and Gen Z Filipinos on average start investing in their early 20s, with more than 20% of them already owning UITFs.
  • 25% of millennials maintain a balanced approach of risk and protection in their investment goals and have a grasp of longer-term wealth accumulation.
  • The fund can help investors build and diversify their investment portfolios to achieve their important financial goals across market cycles.
  • Manulife IM has been named one of the top investment houses in the country by The Asset, a leading Asia financial magazine.

Statistics:

  • P1,000: The minimum investment amount for the Manulife Money Market Fund.
  • 20%: The percentage of millennials and Gen Z Filipinos who already own UITFs.
  • 25%: The percentage of millennials who maintain a balanced approach of risk and protection in their investment goals.
  • Early 20s: The average age at which millennials and Gen Z Filipinos start investing.
  • Over P1,000: The amount invested by millennials and Gen Z Filipinos in UITFs.

Sources:

  • [The Philippine Star, Oct. 5, Manulife launches new unit investment trust fund]
  • [The Asset, [No Date, Manulife Investment Management Philippines named one of the top investment houses in the country]]