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Build your funds for the future with the help of AXA

  • Grow your money by investing in either bond, equity or balance funds.
  • Invest a minimum of Php 50,000 up to a maximum of Php 125,000.
  • Enjoy the convenience of paying via Credit Card.

Read the following elibility criteria before applying for MyAmbition.

IDENTITY

Only Filipino citizens who currently reside in the Philippines with a registered Philippine address aged 20-60 years old are allowed to apply.

VERIFICATION CALL

Expect a call from one of our contact center representatives to verify your application within the next banking day from the time you paid.

BENEFICIARIES BENEFIT

In case you pass away during the first two years from the start of your coverage, your beneficiaries will receive the applicable death benefit if the cause of death is from a covered injury, or account value including the bid-offer spread, premium charge, and insurance charge if death is due to any other cause.

Here are some reminders regarding your investment:

  • You may avail a maximum of 10 MyAmbition policies.
  • Your one time payment will be invested in only one AXA fund.
  • For MyAmbition, partial withdrawal is not possible.
  • Switching from one investment fund to another is not allowed.
  • Top ups are not available on existing MyAmbition plans as of the moment.
Let’s help you get started

First name is required.

Middle name is required.

Last name is required.

Birth date is required.

Gender

Gender is required.

Email address is required.

Invalid Email.

Investment should be 50,000 to 125,000


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Please complete the form

Take our investment Assessment Quiz to find out which investment fund suits you.
In general, how would your best friend describe you as a risk taker?
What's your overall investment goal?
Someone just gave you Php250,000 to invest! What would you do with the money?
What comes to mind when you hear the word risk?
Which of these investment facilities do you feel most comfortable with?

Conservative Investor

  • You understand that diversifying your investments in different asset classes reduces the volatility of your annual returns and the risk of your investments.
  • You understand that a minimum holding period of 5 years is needed to reduce the risk of a negative average annual return.
  • You prefer a lower probability of a negative annual return on your investments even if this reduces the possibility of higher returns over a longer period of time.
  • A conservative investment is designed for the long term. It allocates your funds in relatively low risk and conventional instruments with measured and reasonable growth potential.

Balanced Investor

  • You understand that investing allows for higher returns than savings, but there is a risk that your investments might yield negative returns and the value of your investments can even be lower than the amount you invested.
  • You understand that diversifying your investments in different asset classes and over different equity funds reduces the volatility of the average annual returns on your investments.
  • You understand that a longer holding period reduces the volatility of the average annual return during the holding period on your investments.
  • You prefer a balance between a probable negative annual return and the possibility of higher average annual returns over a longer period of time.
  • A balanced investment typically means that your funds will be allocated both in bonds for income generation and in stocks for investment growth. This combination helps prevent financial loss in case the stock market experiences a downturn.

Growth-oriented Investor

  • You understand that investing allows for higher returns than savings, but there is a risk that your investments might yield negative returns and the value of your investments can even be lower than the amount you invested.
  • You understand that diversifying your investments over different equity funds and bond funds reduces the volatility of the average annual returns on your investments.
  • You understand that a market can be volatile and that a longer holding period in general reduces the risk of negative average annual returns.
  • You prefer the possibility of a higher average annual return on your investments even if this means that there is a probability of higher negative return in any given year.
  • A growth-oriented investment is defined as having a higher than average level of risk and unpredictability in exchange for the possibility of also reaping higher than average returns.

Philippine Wealth Bond Fund

Is a fixed income fund that invests in medium to long term government fixed income securities.

Philippine Wealth Balanced Fund

Invests in a mix of Philippine fixed income securities and equities.

Opportunity Fund

Invested in stocks listed in the PSEI and non-index stocks. Differs from the Wealth Equity Fund in its investment universe and risk appetite, considered a fund suitable for more aggressive clients.

Your journey of potential financial growth.

Select with the slider to see your journey of potential financial growth.

*the rates of return shown above are for illustration purposes and are not based on past performance nor guarantee future performance.

This fund is right for you if:

  • You are looking for long term investment vehicle intended to fund something major in the future.
  • You have a low risk preference and you are comfortable with modest returns.
  • You have some money saved in the bank and you want to start investing in a potentially higher earning investment that bears some risk.

It's invested in:

A portfolio of interest-bearing government fixed income securities issued by the Philippine government.

This fund is right for you if:

  • You are looking for mid to long term investment vehicle intended for a major expense in the future.
  • You are willing to take some risks with your money but you still want to maintain a level of safety.
  • You want a diversified investment portfolio.

It's invested in:

The fund focuses on both bonds issued by the Philippine government and stocks issued by top Philippine corporations listed in the Philippine Stock Exchange.

This fund is right for you if:

  • You are looking for a medium to long term investment.
  • You have money saved and you want to invest it in a fund that provides higher returns.
  • You understand and you’re willing to take risks of investing in stocks.

It's invested in:

These funds give you the best opportunity to accomplish medium to long-term investment growth through equities issued by top Philippine corporations listed in the Philippine Stock Exchange.

Here's how this fund is currenlty performing:

Name Currency Offer Price Bid Price Average Annualized Performance
1 Year Interval 3 Year Intervals 5 Year Intervals
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Philippine Wealth Balance Fund PHP 17.7403 16.8955 2.60% 2.60% 3.26%
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Currency {{myInvestment.retrieveFund.fund_currency}}
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Average Annualized
Performance
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3 Year Interval {{myInvestment.retrieveFund.year_three_interval}}
5 Year Interval {{myInvestment.retrieveFund.year_five_interval}}
Currency PHP
Offer Price 17.7403
Bid Price 16.8955
Average Annualized
Performance
1 Year Interval 2.60%
3 Year Interval 2.60%
5 Year Interval 3.26%

Click here, in case you want to know more.

Tell us more about you

Place of birth

Place of Birth is required.

Occupation

Occupation is required.

I am a US Citizen or (US Tax Resident):

Identification Document

Identification Document is required.

ID reference / number

ID reference / number is required.

Source of funds

Source of funds.

Other source of funds

Other source of funds is required.

Address

House number and street

House number and street is required.

Barangay, Subdivision/Village

Barangay, Subdivision/Village.

Province

Province is required

City

City is required

Zipcode

Zipcode is required.

Phone number 1

Phone 1 is required.

Phone number 2 (optional)

In case something happens to you, don’t worry about your investment

Beneficiary

All named beneficiaries shall receive equal share of the benefits upon your demise. Unless otherwise indicated, beneficiaries shall be demeed primary revocable. If you want to change your beneficiary designation to irrevocable, you may do so after your policy has been issued using AXA's Policy Amendment Form.


Add beneficiary
Name
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Middle Name
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Last Name
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Date of Birth
Date of Birth is required.
Relationship to insured
Relationship to insured is required.

In case something happens to you, don’t worry about your investment

Beneficiary

All named beneficiaries shall receive equal share of the benefits upon your demise. Unless otherwise indicated, beneficiaries shall be demeed primary revocable. If you want to change your beneficiary designation to irrevocable, you may do so after your policy has been issued using AXA's Policy Amendment Form.


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My Details

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MyAmbition investment plan

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  • Guaranteed Death Benefit equivalent of at least 125% of your One-Time Payment or PHP {{ summary.premiumPercent }}
  • Receive 5% additional funds on years 10 and 20 via the loyalty bonus.

Your One-Time Payment is

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Notice: The policy owner and the credit card holder must be the same person

By clicking on "Proceed to payment" you will be able to pay your premium via credit card on the online payment platform PesoPay

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