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AIA Wealth Management– Fund Selection

Fund Selection

Making Investing Easy for You

Morningstar Fund Screener™

Search for funds using fund information from Morningstar®.

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Top Gainers & Losers

Morningstar® ranks and displays the best and worst performing AIA Asset Evolution funds based on their latest month-end performance over a 3 year period.

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Morningstar Fund Reports™

View individual fund reports containing information on performance, risk and ratings, portfolio holdings, and management information. You can view these reports by clicking on the fund names displayed by QuickRank™.

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AIA Strategic Investment Portfolios

An AIA strategic investment portfolio suitable for your risk profile -- Cautious, Balanced, or Adventurous. Each portfolio provides an asset allocation guide across money market, bond and equity funds.

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Morningstar Fund Compare™

Compare up to 3 funds across a range of data including performance, risk and ratings, and portfolio analysis.

You must be logged in to AIA Wealth Management to access this tool.

Morningstar Instant X-Ray™

Instant X-Ray™ analyses the underlying holdings of a portfolio and then aggregates its holdings data to illustrate its investment style, sector and geographic allocations. This also includes Stock Intersection, highlighting the top 25 underlying holdings in a portfolio, enabling identification of portfolio risk and diversification.

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AIA Research Reports

  • Weekly Market Update
  • Monthly Investment Bulletin
  • Quarterly Asset Allocation

 

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