• Dollar Diversity Balanced Fund (USD Balanced)
    Purchase: 1.08626
    Redemption: 1.07540
    as of Jan. 26, 2023
  • Dollar Diversity Growth Fund (USD Equity)
    Purchase: 1.08576
    Redemption: 1.07490
    as of Jan. 26, 2023
  • Dollar Conservative Fund (Fixed Income)
    Purchase: 1.06081
    Redemption: 1.05020
    as of Jan. 26, 2023
  • Dollar Standby Fund (Money Market)
    Purchase: 1.02750
    Redemption: 1.02750
    as of Jan. 26, 2023
  • Peso Moderate Fund (Balanced)
    Purchase: 1.03455
    Redemption: 1.02420
    as of Jan. 26, 2023
  • Peso Dragon Equity Fund (Equity)
    Purchase: 1.14263
    Redemption: 1.13120
    as of Jan. 26, 2023
  • Peso Equity Index Fund (Equity)
    Purchase: 0.93949
    Redemption: 0.93010
    as of Jan. 26, 2023
  • Peso Aggressive Fund (Equity)
    Purchase: 0.85303
    Redemption: 0.84450
    as of Jan. 26, 2023
  • Peso Conservative Fund (Fixed Income)
    Purchase: 1.12566
    Redemption: 1.11440
    as of Jan. 26, 2023
  • Peso HealthTech Fund (Global Equity)
    Purchase: 0.98707
    Redemption: 0.97720
    as of Jan. 26, 2023
  • Peso Standby Fund (Money Market)
    Purchase: 1.10000
    Redemption: 1.10000
    as of Jan. 26, 2023
  • Global Brands Select Fund
    Purchase: N/A
    Redemption: 1,397.20000
    as of Jan. 24, 2023
  • Natixis Best of U.S. Sectors Fund
    Purchase: N/A
    Redemption: 1,111.28100
    as of Aug. 09, 2022

 

 

 

 

 

 

 

BDO Life’s Wealth Secure

Get guaranteed life insurance and investment funds with one-time premium payment

 

BDO Life’s Wealth Secure is a single-pay, variable life insurance plan that acts as an estate planning tool for transferring your wealth to succeeding generations. 

 

This plan has 2 main components: life insurance and investment funds. It is designed to protect your family through its life insurance component and grow your funds through potential investment returns, based on market performance. This means that if anything happens to you, your beneficiaries will receive either the life insurance benefit (also known as the sum assured) or the value of the investment funds, whichever is higher at the time of your passing.

 

Depending on your risk tolerance, a portion of your premium is allocated to one or more investment funds of your choice, giving you potentially higher market returns and the opportunity to pass on a bigger inheritance to your loved ones. And with a convenient one-time premium payment feature, you will only need to pay your premium once to enjoy all these benefits. 

 


 

Key Features

This plan’s key features allows you to effectively transfer while keeping control of your wealth. 

Guaranteed
life insurance
protection

 

Flexibility to
choose investment
funds based on your
objective and risk
tolerance

Hassle-free
one-time payment
with option to
add top-ups

 

Top-Ups allow
you to increase
your insurance
coverage and
fund value

Guaranteed
Acceptance Endorsement (GAE)
for below
71 years old