Looking for top mutual funds in the Philippines 2009? Here is the updated list of mutual fund companies that are performing well in the Philippines. It is updated as of 1st quarter of 2009 which from January to March 2009.
Overall, the mutual funds in the Philippines is starting to get back into shape after the bear market slowdown last year. It proves that investing in mutual funds is a good safe investments and the loss you get on the early years is just temporary and will always get back on track.
YEAR-TO-DATE PERFORMANCE OF MUTUAL FUNDS IN THE PHILIPPINES
As of the 1st Quarter of 2009 (January to March 2009)
EQUITY FUNDS (primarily invested in Peso equity securities)
- Philequity Fund - 7.99%
- Philequity PSE Index Fund - 7.40%
- First Metro Save and Learn Equity Fund - 6.60%
- Philippine Stock Index Fund - 6.06%
- Philam Strategic Growth Fund - 5.73%
- United Fund - 4.67%
- Sun Life Prosperity Phil. Equity Fund - 4.55%
- ATR KimEng Equity Opportunity Fund - 4.36%
- DWS Deutsche Philippine Equity Fund - 2.92%
BALANCED FUNDS (primarily invested in Peso debt and equity securities)
- ALFM Growth Fund - 5.63%
- First Metro Save and Learn Balanced Fund Inc. - 5.22%
- Philam Fund, Inc. - 4.80%
- GSIS Mutual Fund - 4.79%
- MFCP Kabuhayan Fund - 3.82%
- Optima Balanced Fund - 3.68%
- Sun Life Prosperity Balanced Fund - 2.43%
- First Galleon Family Fund - 0.28%
FOREIGN CURRENCY-DENOMINATED BALANCED FUNDS
- Sun Life Prosperity Dollar Advantage Fund - 5.70%
BOND FUNDS (primarily invested in Peso debt securities)
- Prudentialife Fixed Income Fund - 2.61%
- Cocolife Fixed Income Fund - 2.57%
- Sun Life Prosperity GS Fund - 2.06%
- Sun Life Prosperity Bond Fund - 1.60%
- Philam Bond Fund - 1.45%
- ALFM Peso Bond Fund - 1.32%
- First Metro Save and Learn Fixed Income Fund - 0.76%
- Philequity Peso Bond Fund - 0.47%
- DWS Deutsche Philippine Fixed Income Fund - 0.38%
- Ekklesia Mutual Fund - No data
FOREIGN CURRENCY-DENOMINATED BOND FUNDS
- MAA Privilege Euro Fixed Income Fund - 8.84%
- Grepalife Dollar Bond Fund - 7.82%
- Sun Life Prosperity Dollar Abundance Fund - 7.18%
- Philam Dollar Bond Fund - 6.48%
- Philequity Dollar Income Fund - 4.78%
- MAA Privilege Dollar Fixed Income Fund - 2.28%
- Grepalife Fixed Income Fund Corp. - 2.07%
- ALFM Euro Bond Fund - 1.20%
- ALFM Dollar Bond Fund - 1.03%
- AIG Global Bond Fund Phils. - (4.39%)
MONEY MARKET FUNDS (primarily invested in short-term Peso securities)
- Sun Life Prosperity Money Market Fund - 0.54%
- ATR KimEng Money Market Fund - 0.52%
- Philam Managed Income Fund - 0.35%
Stay tuned for more information and how to prosper using mutual funds in the Philippines.
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23 Responses to Top Mutual Funds in the Philippines 2009 1st Quarter
Jonathan Steve L. Butaya
June 17th, 2009 at 5:26 pm
The information here is very useful. Thanks!
ruby palma
October 7th, 2009 at 9:26 am
what will be the 1st step becuase i am very much interested to invest in mutual funds in First Metro..please help who can help me to approach one of the person in-charge my email address rubytpalma@yahoo.com.ty
donnell perdio
November 4th, 2009 at 2:20 am
i’m interested in investing in mutual funds but i don’t know how to start.anyone who can help my email is dcperdio@yahoo.com
kacy
January 20th, 2010 at 3:30 am
pano kami makakapag umpisa sa ganyang fund na yan? at pwede ba mag tagalog kayoo kasi hindi ko maintindihan mga pinag sasabi nyo? para naman sa mga taong hindi marunong mag ingles… na may pera naman na pang mutwal fund
admin
January 20th, 2010 at 3:39 am
Mam kacy,
With all due respect. If you want to be financially literate, you may want to be english literate as well. As all financial companies would put their instructions or brochure about mutual funds in English. Even sign contracts in english when you buy a fund.
Having said that, I wish you good luck on your journey.
Jello
January 21st, 2010 at 10:12 pm
Good Afternoon,
May I know please the difference of EQUITY FUNDS, BALANCE FUNDS, BOND FUNDS & MONEY MARKET FUNDS?
which Funds have the lowest risk & earn the highest?
thank you,
Charlotte
January 30th, 2010 at 5:02 am
May i please know if BDO also provides information regarding mutual funds?
Is there a minimum no. of stocks that you should buy or is it alright if you will buy just one share?
thank you
pie
February 3rd, 2010 at 12:21 am
pls. give me telephone nos.for philequity funds office,thanks.
noel
February 6th, 2010 at 1:54 am
I’am interested for this mutual fund but i don’t no where do i start. can we go to the bank itself and asking them it they are offering a mutual fund?
Thanks if you can give me more information for my question thru my email.
admin
February 6th, 2010 at 4:31 am
@noel,
Yes. That’s exactly how you do it.
nash
February 8th, 2010 at 12:33 pm
hmm… should i go and check out bpi with this mutual fund? shall i just tell the bpi info desk guy that i want to invest in mutual funds? .. or how should i say it… coz i went to bdo and did not really understand was she was talking about… pls reply
nash
February 8th, 2010 at 12:36 pm
thanks…
virgie
February 16th, 2010 at 6:40 pm
Good Morning……..
Please can you refer me or give me tel nos. of the best mutual funds? and how much the minimum share?
pls. reply on my email….gie211@yahoo.com
Many thanks…..
rose
March 23rd, 2010 at 11:25 am
hi! am planning to invest my money in a Mutual fund… can you pls advice me as to where i should be investing my money in? i have a Mutual fund in sunlife already but i am thinking of investing in another company as well to diversify my money… pls email me … Thank you
Derald Fababeir
March 29th, 2010 at 12:30 am
i’m interested in investing in mutual funds but i don’t know how to start.anyone who can help my email is dfababeir@yahoo.com. Can you suggest a company that accepts not that big investments.
Thanks
aly mae
April 9th, 2010 at 7:04 am
hi to all,
Recently the Securities and Exchange Commission (SEC) has issued its Advisory to the investors and general public as well about the First Galleon Family Fund, Inc. investment scheme which was declared to be illegal and violates the Investment Act.
For more information about the said advisory you may visit the SEC website at http://www.sec.gov.ph
claw
April 9th, 2010 at 9:58 pm
thanks for this info. however, if i may ask, why is it better to diversify money rather than investing in one bank?
admin
April 22nd, 2010 at 6:29 pm
@claw,
investors and businessmen have this saying “Don’t put all your eggs in one basket”. Even banks go bankrupt and there is also the risk of inflation, the value of your money decline overtime. Having different investment vehicles allows you to cope with that change. Its not just about banks, its about investment vehicles. Diversify where you put your money, on business, on mutual funds, on bonds, on real estate. That way your money is safer than just “in the bank” and it earns more.
avegail
May 24th, 2010 at 8:56 am
hi, kindly email me on how i can invest in gsis mutual fund pls thank you
conan
June 7th, 2010 at 9:47 am
hi im a OFW here at kuwait i like to try mutual funds can u tell me how can i do it?
monet
June 28th, 2010 at 1:53 am
i’m interested to invest in mutual fund but don’t know how to start in small amount like php 5,000 , pls e-mail me the top mutual fund companies. thank you so much. your suggestion is highly appreciated. GODSPEED.
monica velasquez
July 24th, 2010 at 12:41 pm
Hi! I’m based here in NY. I am interested in mutual funds in the Philippines. Please provide information on how to do it. Thanks!
reynan jb
August 28th, 2010 at 3:48 am
Hi! I’m from Davao City. I am interested to invest in mutual funds but don’t know what is the proper procedure, how to apply & where is the location of mutual funds companies here in Davao City. Thank you!