Uploaded June 2025 | Updated September 2026, 2 hours ago
Q&A Session | COL Conversations with Manulife Investments
Recorded on May 22, 2025
Moderated by Marvin Fausto, President of COL Investment Management, Inc. with Paul Kalogirou, Managing Director & Head of Client Portfolio Management Manulife Investment Management
- Introduction [0:00]
- Difference of GMADI fund vs. other funds that you have [1:08]
- How would you compare this fund with other investments? [2:42]
- Can I switch my Manulife insurance to the GMADI fund? [3:58]
- Is the GMADI fund's payout monthly? [4:52]
- What is the current payout ratio and how is it expected to change in the coming years? [5:21]
- What factors affect the amount of dividends? [6:24]
- What is your outlook on emerging markets like China, India, and the Philippines? [8:29]
- With the fund's large allocation in the US and tariff issues in the US, how does this affect the fund? [11:09]
- How often do fund managers change the fund's asset allocation? [13:26]
- How do you manage the risks of the fund? [15:33]
- What's your view for the year for this asset class? [17:45]
- Can I exchange my Manulife VUL with this GMADI fund? [19:41]
- Are there any fees when we invest? [20:25]
- Despite the current fund's projection of 6%, why is it currently at -3%? [20:54]
- What are the other potential risks of investing in this fund? [22:45]
- How is the investor's dividend yield income computed? [24:00]
- What are the deciding factors when considering switching funds? [26:11]
- How can I invest in the GMADI fund if I'm abroad? [26:52]
- What's your advice for those with small capital when investing in the GMADI fund? [27:09]
- By having management fees, will the fund's value diminish? [29:01]
- Will there be a time when the dividend payouts won't be monthly? [30:20]
- What is option writing? [31:36]
- What kind of strategy should we use when investing in the GMADI fund, and what volatility to expect? [34:16]
#COLFinancial #COLFundSource #philippinestockmarket
DISCLAIMER:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
COL is regulated by the Securities and Exchange Commission, with email address msrdsubmission@sec.gov.ph. For any concerns, please contact helpdesk@colfinancial.com.
Q&A Session | COL Conversations with Manulife Investments
Recorded on May 22, 2025
Moderated by Marvin Fausto, President of COL Investment Management, Inc. with Paul Kalogirou, Managing Director & Head of Client Portfolio Management Manulife Investment Management
- Introduction [0:00]
- Difference of GMADI fund vs. other funds that you have [1:08]
- How would you compare this fund with other investments? [2:42]
- Can I switch my Manulife insurance to the GMADI fund? [3:58]
- Is the GMADI fund's payout monthly? [4:52]
- What is the current payout ratio and how is it expected to change in the coming years? [5:21]
- What factors affect the amount of dividends? [6:24]
- What is your outlook on emerging markets like China, India, and the Philippines? [8:29]
- With the fund's large allocation in the US and tariff issues in the US, how does this affect the fund? [11:09]
- How often do fund managers change the fund's asset allocation? [13:26]
- How do you manage the risks of the fund? [15:33]
- What's your view for the year for this asset class? [17:45]
- Can I exchange my Manulife VUL with this GMADI fund? [19:41]
- Are there any fees when we invest? [20:25]
- Despite the current fund's projection of 6%, why is it currently at -3%? [20:54]
- What are the other potential risks of investing in this fund? [22:45]
- How is the investor's dividend yield income computed? [24:00]
- What are the deciding factors when considering switching funds? [26:11]
- How can I invest in the GMADI fund if I'm abroad? [26:52]
- What's your advice for those with small capital when investing in the GMADI fund? [27:09]
- By having management fees, will the fund's value diminish? [29:01]
- Will there be a time when the dividend payouts won't be monthly? [30:20]
- What is option writing? [31:36]
- What kind of strategy should we use when investing in the GMADI fund, and what volatility to expect? [34:16]
#COLFinancial #COLFundSource #philippinestockmarket
DISCLAIMER:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
COL is regulated by the Securities and Exchange Commission, with email address msrdsubmission@sec.gov.ph. For any concerns, please contact helpdesk@colfinancial.com.
