And as seen in our list, these top bond funds indeed perform a positive ROI with 8.01% growth as its highest. I wasn’t paid by Metrobank to do this; I’m simply a client of theirs wanting to share to anyone interested what […] First Metro Mutual Funds - Prices Per Share (As of January 19, 2021) Peso Funds Net Asset Value Per Share Early Redemption Fee Minimum Holding Period ALFM Peso Bond Fund 371.39 1.00% 90 … But when you took advantage when the market dropped, then you’d be smiling big with your profits. Bond funds are tagged a notch higher above money market funds in terms of risk. When the pandemic hit, many people lost their income, savings and investments. We use cookies to ensure that we give you the best experience on our website. The year 2020 is one of the worst years for us to date. 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. 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. Your money as well as the other investors are pooled together by the mutual fund company. What is your opinion about this in Philippines Now when the equity funds go down, it is expected that the bond funds will go up. Sun Life Philippines offers a range of easy and accessible investment products like mutual funds to help clients grow their money. With ETFs, you are given an investment option which features a more cost-efficient way of … 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… 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. Grit Company reports the following figures in their financial statement (in pesos). People panicked and a lot sold their investments. Or roughly saying, the PSEi represents our economy. Philippine mutual funds usually have a P10,000 (around $200) minimum initial investment or maintaining balance requirement. Once this happens, you can now fund the account and purchase MF shares. IMI, Inc. -a, First Metro Save and Learn Equity Fund,Inc. In the Philippines, mutual funds only require at least PHP 5,000 as your initial investment, while succeeding investments start at PHP 1,000. The first step is to pick from a variety of mutual fund selections available (see below). But before that, let’s see the big picture on how our economy looked like last 2020. Foster the growth of the Philippine Mutual Fund Industry through the institution of standards of excellence in the operations of Philippine investment companies. As you can see only one equity fund managed to gain a positive YTD. But because of their significant returns, we’ve included it in this list. Balanced funds typically carry a moderate-risk rating and appeal to those who are looking into a 3-5 year horizon. ALFM Mutual Funds consists of six (6) funds, each having an own investment objective to suit and meet the needs of investors. The top 5 Mutual Funds in the Philippines for 2019 based on their year-to-date returns. -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. However for this article, to determine the best performing Mutual Funds in the Philippines for 2020, we’ll keep the calculations simple. To help you get started, here’s a list of mutual fund companies in the Philippines along with their respective websites. ATR KimEng Equity Opportunity Fund, Inc. 2. It is also used to track a fund’s performance since its inception. 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. For investors who are committed to disciplined execution, Soldivo Funds are basic components in an Now there are two things that can happened to your investment. This article is for informational purposes only. Net Asset Value Per Share (NAVPS) reflects the value per single share of a company or fund. Note, however, that shares are bought and sold on a daily basis. Disclosure: Your personal details will not be shared with any third-party companies. Find out the best investment fund for you from a wide range of investment products that allow you to reap potentially higher returns than regular deposit accounts from the table below. But the setting of the book is in US. Equity Exchange Traded Fund, Inc. -a,c, Sun Life Prosperity World Voyager Fund, Inc. -a, First Metro Save and Learn Balanced Fund Inc. -a, First Metro Save and Learn F.O.C.C.U.S. Don’t know what Mutual Funds are? Or roughly saying, the PSEi represents our economy. After the lowest drop, the market slowly recovered and at the end of the year, it recovered as high as +58%. 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. 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. Required fields are marked *. And this is how it performed last year: During the month of March, this is where the pandemic was really felt. 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. An investor may create his own investment account portfolio by investing in any one, or a combination of, the funds. 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. Pooled funds allow you to get your chips in the game while avoiding the grunt work of research and monitoring. Dynamic Fund, Inc. -a,1, Sun Life of Canada Prosperity Balanced Fund, Inc. -a, Sun Life Prosperity Achiever Fund 2028, Inc. -a,d, Sun Life Prosperity Achiever Fund 2038, Inc. -a,d, Sun Life Prosperity Achiever Fund 2048, Inc. -a,d, Sun Life Prosperity Dynamic Fund, Inc. -a, Sun Life Prosperity Dollar Advantage Fund, Inc. -a, Sun Life Prosperity Dollar Wellspring Fund, Inc. -a,3, First Metro Save and Learn Fixed Income Fund,Inc. If you invested early 2020, then you’re probably at a loss. 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. Disclosure: Your personal details will not be shared with any third-party companies. Learn More: How to Invest in Mutual Funds in the Philippines. 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. Best Stock/Equity Funds in the Philippines for 2019 [Mutual Funds] Stock or Equity type of mutual funds are considered to be the riskiest but may provide the highest potential gains for your money. 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. Important Disclaimer: past performance is not indicative of future results. What are Unit Investment Trust Funds The government ordered lockdown, businesses suffered losses and employees can not go to work. *PinoyMoneyTalk’s Guide on How to Invest in Franchises, UITF, Mutual Funds… Peso Stock Funds 1. Next will be to visit the mutual fund’s website to register (you’ll be asked to provide personal information and submit a few requirements). NAVPS Performance as of: January 23, 2021. Forgot Password About Us Mutual Funds … Let’s use the formula above to calculate their NAVPS: Securities = 10,000,000Cash/Cash Equivalents = 1,000,000Liabilities = 500,000Outstanding Shares = 2,000,000NAVPS = (10,000,000 + 1,000,000 + 500,000) / 2,000,000= 10,500,000 / 2,000,000NAVPS = Php 5.25. Your email address will not be published. This makes mutual funds investing more affordable and accessible for newbies who don’t have much money to shell out. Due diligence is still advised before going into any investments. Balanced funds are typically allocated in time deposits, bonds, and the stock market. There are dozens of Mutual Funds available in the country and it can be confusing to chose from them. And one of the investments that is greatly affected are Mutual Funds. Do you want to know the performance of your chosen funds? Funds will usually have sales loads and … If you want to check out all the mutual fund types and its performance, you can visit the Philippine Investment Funds Association website here. Hopefully with this list, you have seen the potential and have a better understanding on how to invest in Mutual Funds. In the Philippines, the most popular pooled funds are UITFs , mutual funds and VULs . Your email address will not be published. Funds are typically allocated in the following stocks: growth, dividend, value, large-cap, mid-cap, and small-cap (or any combinations of these). Like any other investment instrument, mutual funds are best held long-term especially for mutual funds that have investment objectives of capital growth such as equity funds. -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. 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 how to: We’ve just launched a YouTube channel – check out our first video and subscribe now! So far, the equity fund, balanced fund and bond fund are the common types of mutual funds. Mutual Funds are great investment instruments for people who are looking for better returns. While the others were at negative return. Looking for the best mutual fund companies in the Philippines? Track and monitor the performance of all mutual funds in the Philippines. 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. NAVPS is used to determine the price at which shares are redeemed and offered. Also known as Fixed Income funds. Money market funds promise the lowest risk rating but at the expense of having the least potential returns for your money. Our mission is to help you win in the real world. After submitting all requirements (online or by dropping by their branch), you’ll receive confirmation that your account is now active and ready for trading. Sun Life Prosperity Philippine Equity Fund FAMI’s Consumer Fund … Stock or Equity type of mutual funds are considered to be the riskiest but may provide the highest potential gains for your money. The book is emphasizing to invest in Index Funds rather than Mutual Funds coz of lower fees (and there are a lot of hidden fees in mutual funds). The performance of an Index Fund will be parallel to the performance of the index that it follows. In general, the lower fees (entry fees, management fees, and other fees) the better. It’s a good thing that the Philippine Investment Funds Association (PIFA) lists the performances of their member companies. Philippine Mutual Funds Price List Track and monitor the performance of all … So in this article, despite the pandemic, let’s tackle the best performing Mutual Funds in the Philippines for the year 2020. Soldivo Funds are mutual fund of choice for investors who seek diversified, well-managed funds that can fulfill life’s dreams. In any investment there will always be risks involved. Use the Search function to look for specific mutual funds and/or download/print the report in Excel or CSV format. 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. The BPI Investment Funds are best suited to investors who are generally conservative, looking for stability, minimal volatility, certainty of income. 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. 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. You can earn from capital gains or appreciation and from interest and … -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. Knowing the difference between the three is key and can ultimately decide if … Also in the previous articles, foreign funds are not included. This can be seen with the PSEi going down as low as -48%. And this is how it performed last year: During the month of March, this is where the pandemic was really felt. This fund will be invested in a diversified basket of stocks Visualize it this way: You invest in a specific type of mutual fund. 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 mutual fund is a pool of money professionally managed and invested in specific types of securities. Bond Funds, Mix of stocks, bonds, money market instruments, Fixed-income instruments (Gov’t securities, treasury bills/notes, etc), Short-term debt securities (time deposits, corporate bonds, cash assets, etc). Money market funds invest in time deposits and other similar products. Also, just like the equity funds, foreign balanced funds also perform significant returns. 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. And for this year 2021, hope this list has served you in choosing the best performing Mutual Funds in the Philippines. LIST OF MUTUAL FUND COMPANIES IN THE PHILIPPINES Here is a listing of the mutual fund companies in the Philippines as of January 2011. Since equity funds are primarily invested in the stock market, they are the most affected. 1. Partner with Sun Life for a brighter future today! Mutual Funds Performance (Equity Funds) Philippines June 2013 Trader & Investor Here is the result for the mutual funds performance Philippines (Equity Funds) as of June 2013 , in order for you to know and decide properly on which company you should invest your hard earned money, this blog (nor the owner of this blog) is not endorsing any of these companies. Exchange Traded Funds are a hybrid of index mutual funds and shares of stocks. How to Invest in Mutual Funds in the Philippines, ATRAM Philippine Equity Opportunity Fund, Inc. -a, Climbs Share Capital Equity Investment Fund Corp. -a, First Metro Consumer Fund on MSCI Phils. If you continue to use this site we will assume that you are happy with it. For example, the Philippine Stock Exchange Composite Index is composed of the 30 “biggest” public companies in the Philippines. 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