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Investment Funds of Insular Life Wealth Series

For your reference, updated returns of the various investment linked funds are below. NAVPU prices are also published monthly in the Business Section of Philippine Star.

Performance as of October 22, 2014 VUL Funds
Period covered Fixed Income Fund* Balanced Fund* Equity Fund* Growth Fund**
Since Inception* 85.98% 187.01% 359.53% 72.12%
Year to date Dec. `13 - Oct. `14 -0.17% 9.01% 17.01% 17.63%
Year on year Oct. `13 - Oct. `14 0.74% 6.71% 11.69% 13.08%
Price as of October 22, 2014 1.859796 2.870081 4.595329 1.721179
*Covered period for Fixed Income, Balanced and Equity fund is from Mar `05 to Oct. `14
**Growth fund launched in February 2011.
Current performance is not an indication of future or likely performance of the funds.
   
Performance as of October 22, 2014 Dollar VUL
Fixed IncomeFund
Since Inception Nov. `07 - Oct. `14 48.09%
Year to date Dec. `13 - Oct. `14 5.8%
Year on year Oct. `13 - Oct. `14 5.39%
Price as of October 22, 2014 1.480943
Dollar fund launched in September 2007.
Current performance is not an indication of future or likely performance of the funds.
   
 

2013 Wealth Series Annual Report now available!

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Wealth Series Reports

The investment funds of Insular Life’s VUL products continue to perform as it delivers the best yields possible to its investors while managing risks.

Filename Size
An Adobe Acrobat file 2013 Wealth Series Report 5.35 MB

Market Updates

Filename Size
An Adobe Acrobat file Market Update Jan-Apr 2014 857.96 KB
An Adobe Acrobat file Market Update May-June 2014 615.59 KB