We will only consider the Year-To-Date. The table below is provided by the Philippine Investment Fund Association and shows the NAVPU/NAVPS performance of the Mutual Funds here in the Philippines… Hopefully with this list, you have seen the potential and have a better understanding on how to invest in Mutual Funds. Sun Life Prosperity Philippine Equity Fund FAMI’s Consumer Fund … Required fields are marked *. Knowing the difference between the three is key and can ultimately decide if … This fund will be invested in a diversified basket of stocks ALFM Mutual Funds consists of six (6) funds, each having an own investment objective to suit and meet the needs of investors. And this is how it performed last year: During the month of March, this is where the pandemic was really felt. With ETFs, you are given an investment option which features a more cost-efficient way of … We’ll just need your contact details so our resident financial advisors can reach you to provide you with the details for any of the listed insurance company you’re interested in. -a, First Metro Save and Learn Philippine Index Fund, Inc. -a,4, Philequity MSCI Philippine Index Fund, Inc. -a, Sun Life Prosperity Philippine Equity Fund, Inc. -a, Sun Life Prosperity Philippine Stock Index Fund, Inc. -a, First Metro Phil. When the pandemic hit, many people lost their income, savings and investments. The value of a share of the mutual fund, called the Net Asset Value (NAV), is calculated daily based on the fund’s total value divided by the total number of outstanding shares. First Metro NAVPS is used to determine the price at which shares are redeemed and offered. Mutual fund is a kind of investment in the Philippines wherein your investments are pooled together with the others, professionally managed and invested in specific types of securities. It is also used to track a fund’s performance since its inception. It’s a good thing that the Philippine Investment Funds Association (PIFA) lists the performances of their member companies. The following table is updated regularly to reflect the Net Asset Value Per Share (NAVPS) of all mutual funds in 1-yr, 3-yr, 5-yr, and YTD basis. Funds are typically allocated in the following stocks: growth, dividend, value, large-cap, mid-cap, and small-cap (or any combinations of these). -a, Sun Life Prosperity World Voyager Fund, Inc. -a, Sun Life Prosperity Achiever Fund 2028, Inc. -a,d, Sun Life Prosperity Dollar Advantage Fund, Inc. -a, Sun Life Prosperity Dollar Wellspring Fund, Inc. -a,3, Sun Life of Canada Prosperity Bond Fund, Inc. -a, FOREIGN FUNDS (*Primarily invested in foreign currency securities), ATRAM Total Return Dollar Bond Fund, Inc. -b, First Metro Save and Learn Dollar Bond Fund, Inc. -a. Due diligence is still advised before going into any investments. But because of their significant returns, we’ve included it in this list. The government ordered lockdown, businesses suffered losses and employees can not go to work. While the others were at negative return. And as seen in our list, these top bond funds indeed perform a positive ROI with 8.01% growth as its highest. NAVPS Performance as of: January 23, 2021. An Index Fund that tracks the PSEI will only buy from companies included in that list. UITFs and Mutual Funds are both investment vehicles where you join other investors and companies to pool a fund, which will be handled by a professional fund manager. Partner with Sun Life for a brighter future today! A mutual fund is a pool of money professionally managed and invested in specific types of securities. Stock or Equity type of mutual funds are considered to be the riskiest but may provide the highest potential gains for your money. PEMI, established back in 1994, is the proud manager and distributor of the PhilEquity Fund, Inc. (PEFI), which has consistently been at the top in the list of the best performing mutual funds in the Philippines (as of writing, 5-year I wasn’t paid by Metrobank to do this; I’m simply a client of theirs wanting to share to anyone interested what […] What are Unit Investment Trust Funds 1. LIST OF MUTUAL FUND COMPANIES IN THE PHILIPPINES Here is a listing of the mutual fund companies in the Philippines as of January 2011. After the lowest drop, the market slowly recovered and at the end of the year, it recovered as high as +58%. As of year-end 2015, there are 24 trust entities in the Philippines offering an estimated 169 UITFs with assets under management of around Php674.88 billion (Source: www.uitf.com.ph). Learn More: How to Invest in Mutual Funds in the Philippines. But before that, let’s see the big picture on how our economy looked like last 2020. In any investment there will always be risks involved. However for this article, to determine the best performing Mutual Funds in the Philippines for 2020, we’ll keep the calculations simple. Still, they are considered as conservative in general since money is allocated in less volatile investments (relative to Equity and Balanced funds) like investment-grade and high-yield corporate bonds, and government bonds. The first step is to pick from a variety of mutual fund selections available (see below). This article is for informational purposes only. To calculate NAVPS, this formula is used: Net Asset Value Per Share = (Market Value of all Securities Held + Cash and Cash Equivalents – Liabilities) / Number of Outstanding Shares. To help you get started, here’s a list of mutual fund companies in the Philippines along with their respective websites. What is your opinion about this in Philippines Balanced funds are typically allocated in time deposits, bonds, and the stock market. And this is how it performed last year: During the month of March, this is where the pandemic was really felt. This makes mutual funds investing more affordable and accessible for newbies who don’t have much money to shell out. Check these related articles: If you’re looking to invest in Mutual Funds this year 2021 and are looking for the best performing ones, it is best to take a step back and check out the performance of the different Mutual Funds on the past year. Our mission is to help you win in the real world. There are still other types of mutual funds such as the money market funds and feeder funds, but it is no longer included in this list. Strategies such as regular investing (via Auto-Invest with our Partner Banks BDO, BPI, Metrobank, Security Bank, or Sun RISE) help in averaging the cost of your shares/ units to minimize risk and maximize earning potential. It means the returns you get when you invested in the first trading day of the year 2020 and the returns at the end of 2020. ATR KimEng Equity Opportunity Fund, Inc. 2. For investors who are committed to disciplined execution, Soldivo Funds are basic components in an The year 2020 is one of the worst years for us to date. The Philippine Stock Exchange Index (PSEi) is a group of 30 carefully selected stocks to represent the general movement or performance of the Philippine stock market. Also in the previous articles, foreign funds are not included. Visualize it this way: You invest in a specific type of mutual fund. What’s the most important thing about performance in a mutual fund? Or roughly saying, the PSEi represents our economy. This can change the number of total outstanding shares quickly, depending on the trading activity. So far, the equity fund, balanced fund and bond fund are the common types of mutual funds. You can earn from capital gains or appreciation and from interest and … For the balanced funds, since it is roughly allocated at 50% stocks and 50% bonds, they’ve performed at a positive return with the highest at 6.60% return. People panicked and a lot sold their investments. Note, however, that shares are bought and sold on a daily basis. Don’t know what Mutual Funds are? There are dozens of Mutual Funds available in the country and it can be confusing to chose from them. Or maybe you are trying to search Note: These data are from Bloomberg.com, if you found errors, please contact us immediately., if … -a, Sun Life of Canada Prosperity Bond Fund, Inc. -a, Primarily invested in foreign currency securities, ATRAM Total Return Dollar Bond Fund, Inc. -b, First Metro Save and Learn Dollar Bond Fund, Inc. -a, First Metro Save and Learn Money Market Fund, Inc. -a, Sun Life Prosperity Money Market Fund, Inc. -a, Sun Life Prosperity Dollar Starter Fund, Inc. -a, Sun Life Prosperity World Equity Index Feeder Fund, Inc. -a,d,7, Moderate Conservative, risk rating higher vs. Manulife Philippines and Manulife China Bank make term insurance more accessible to protect more Filipinos Manulife Philippines offers free webinars to help Filipinos live every day better COVID-19 worries in the Philippines prompt healthier lifestyle habits among Filipinos – Manulife survey Top PH equities mutual fund of 2019 The actively managed equities funds that are invested in, it is Cocolife’s United Fund that is on top of the list, reporting 4.36% gains for its clients. The Philippine Stock Exchange Index Performance for 2019 Now before we look at the top 5 performing funds, let’s take a look at the bigger picture – how the Philippine Stock … If you invested early 2020, then you’re probably at a loss. Disclosure: Your personal details will not be shared with any third-party companies. Also known as Fixed Income funds. Because of this, NAVPS can be thought of as a “snapshot” of a single point in time rather than a fixed value covering a long period. The performance of an Index Fund will be parallel to the performance of the index that it follows. And one of the investments that is greatly affected are Mutual Funds. Your email address will not be published. *PinoyMoneyTalk’s Guide on How to Invest in Franchises, UITF, Mutual Funds… For the entire year 2019, we looked at the overall performance of all mutual funds in the Philippines and ranked below the top 10 mutual funds with the highest returns from January to December 2019. Important Disclaimer: past performance is not indicative of future results. Net Asset Value Per Share (NAVPS) reflects the value per single share of a company or fund. Grit Company reports the following figures in their financial statement (in pesos). We’ll just need your contact details so our resident real estate agents can reach you to provide you with the details for any of the listed property developments you’re interested to invest in. Currently, I only have one mutual funds account and that is under FAMI or First Metro Asset Management Inc., the mutual funds arm of one of the biggest banks in the Philippines – Metrobank. Learn how to: We’ve just launched a YouTube channel – check out our first video and subscribe now! Foster the growth of the Philippine Mutual Fund Industry through the institution of standards of excellence in the operations of Philippine investment companies. Money market funds invest in time deposits and other similar products. 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