Top Mutual Fund Companies in the Philippines as of November 2013

by Gily Tenorio on November 27, 2013

in Mutual Funds

There are many mutual fund companies existing now in the Philippines. It is good news that many Filipinos now are learning on how to invest in mutual funds and stocks because of increasing awareness among the people.

For those people who do not have background knowledge about mutual funds, you could check my other articles I’ve written in the past to know more about it. In addition, there are many resources that you can read online so that you can educate yourself.

mutual fund

There are several things that you should consider before putting your money in mutual funds. One suggestion that I can give is choosing the right mutual fund for you.

Before you invest in mutual fund, you have to choose the best performing funds in the country. You could see these funds in the website of Investment Company Association of the Philippines at www.pifa.com.ph.

 

You may also check below the top 10 best performing mutual funds as of November 27, 2013 in each category or type of mutual funds. From this list, you can select the mutual funds to invest in.

 

Fund Name NAVPS
1 yr. Return (%) 3 yr. Return (%) 5 yr. Return (%) YTD Return (%)
Stock Funds
Primarily invested in Peso securities
ALFM Growth Fund, Inc 222.69 5.20% 6.67% n.a. 0.61%
ATR KimEng Alpha Opportunity Fund, Inc. 1.204 6.59% n.a. n.a. -0.21%
ATR KimEng Equity Opportunity Fund, Inc. 3.6896 9.01% 10.58% 23.14% 4.63%
First Metro Save and Learn Equity Fund, Inc. 4.7623 2.29% 10.61% 27.49% -1.00%
Philam Strategic Growth Fund, Inc. 473.4 -4.31% 8.74% 23.43% -5.71%
Philequity Fund, Inc. 29.2808 6.46% 14.53% 29.70% 2.19%
Philequity PSE Index Fund Inc. 4.0128 9.68% 15.61% 25.99% 5.48%
Philippine Stock Index Fund Corp. 668.21 9.01% 14.32% 25.93% 4.11%
Sun Life Prosperity Phil. Equity Fund, Inc. 3.5642 4.65% 11.75% 22.13% -0.23%
United Fund, Inc. 2.984 -6.27% 2.69% 9.84% -8.87%
Primarily invested in foreign currency securities
ATR KimEng AsiaPlus Recovery Fund, Inc. $0.9709 3.63% -4.38% n.a. -0.43%
Balanced Funds
Primarily invested in Peso securities
ATRKE Philippine Balanced Fund, Inc. 2.111 11.69% 9.89% 17.89% 8.23%
Bahay Pari Solidaritas Fund, Inc. 1.8135 2.98% 9.22% n.a. 1.12%
First Metro Save and Learn Balanced Fund Inc. 2.7086 5.26% 10.67% 25.76% 1.96%
NCM Mutual Fund of the Phils., Inc 1.6888 -5.59% n.a. n.a. -6.22%
Optima Balanced Fund, Inc. 1.7514 13.2% 13.76% 17.52% 8.88%
PAMI Horizon Fund, Inc. 3.3778 -6.9% 5.87% 18.67% -7.46%
Philam Fund, Inc. 15.2602 -5.13% 7.35% 19.80% -5.93%
Sun Life Prosperity Balanced Fund, Inc. 3.4632 5.56% 10.31% 15.96% 1.47%
Primarily invested in foreign currency securities
Cocolife Dollar Fund Builder, Inc. $0.03266 -4.22% n.a. n.a. -3.94%
PAMI Asia Balanced Fund, Inc. $1.0077 0.40% n.a. n.a. -1.21%
Sun Life Prosperity Dollar Advantage Fund, Inc. $3.158 11.39% 4.99% 7.24% 9.56%
Bond Funds
Primarily invested in Peso securities
ALFM Peso Bond Fund, Inc. 315.91 5.72% 6.16% 6.59% 5.34%
Cocolife Fixed Income Fund, Inc. 2.2901 5.76% 8.42% 9.23% 4.87%
Ekklesia Mutual Fund Inc. 2.0236 10.05% 9.06% 7.79% 9.24%
First Metro Save and Learn Fixed Income Fund, Inc. 2.1882 22.31% 14.62% 11.90% 17.97%
Grepalife Bond Fund Corporation 1.4094 9.30% 7.06% n.a. 6.69%
Philam Bond Fund, Inc. 4.0451 9.72% 8.82% 8.48% 8.71%
Philequity Peso Bond Fund, Inc. 3.5195 18.71% 10.71% 9.75% 17.2%
Prudentialife Fixed Income Fund Inc. 1.9412 11.33% 7.01% 7.61% 8.16%
Sun Life Prosperity Bond Fund, Inc. 2.7543 8.91% 7.22% 7.34% 5.88%
Sun Life Prosperity GS Fund, Inc. 1.5541 5.57% 5.73% 8.16% 4.66%
Primarily invested in foreign currency securities
ALFM Dollar Bond Fund, Inc. * $385.62 -2.95% 3.31% 4.88% -3.17%
ALFM Euro Bond Fund, Inc. * Euro 197.09 1.66% 3.24% 4.34% 0.97%
ATR KimEng Total Return Bond Fund Inc.** $1.0244 -4.52% 0.58% n.a. -4.52%
Grepalife Dollar Bond Fund Corp. $1.601 -4.20 4.87% 9.82% -4.23
Grepalife Fixed Income Fund Corp. P 1.6791 6.93% 6.13% 8.25% 6.55%
MAA Privilege Dollar Fixed Income Fund, Inc. $1.29124 -11.55% -1.1% 1.76% -12.38%
MAA Privilege Euro Fixed Income Fund, Inc. Euro 0.02766 n.a. n.a. n.a. -3.62%
PAMI Global Bond Fund, Inc $1.1712 -4.44% -0.23% 2.37% -4.78%
Philam Dollar Bond Fund, Inc. $1.9008 -9.51% 0.90% 7.42% -9.37%
Philequity Dollar Income Fund Inc. $0.0520548 -3.46% 3.77% 6.74% -2.59%
Sun Life Prosperity Dollar Abundance Fund, Inc.* $2.6524 -10.84% 0.75% 6.80% -10.44%
Money Market Funds
Primarily invested in Peso securities
ALFM Money Market Fund, Inc.* 111.72 2.10% 2.84% n.a. 1.89%
First Metro Save and Learn Money Market Fund, Inc. 1.074 0.78% 1.48% n.a. 0.60%
Philam Managed Income Fund, Inc. 1.1523 0.55% 1.46% 1.64% 0.67%
Sun Life Prosperity Money Market Fund, Inc.* 1.1276 -0.27% 0.15% 0.57% -0.3

 

 

My suggestion when choosing a good mutual fund is look at the figures. Look at the 3-year and 5-year return of these mutual funds, the higher, the better. In addition, it should have a website where you can go to study and learn about the funds the company is offering.

 

About the Author:

GilGil Tenorio is a blogger, a husband, a father, and an active Christian. He likes playing guitar, C.S. Lewis, Plants and Zombies and NBA. Follow him at Facebook, Google+, YouTube and Twitter. Thanks!

 

Image Source: Pixabay

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