Mutual Funds Philippines
Learn to invest in Mutual Funds
Top Mutual Funds in the Philippines 2009 1st Quarter
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.
Related Posts
To all mutual funds Philippines investors and partners of sun life Philippines, news has it that they will now be offering Dollar Balanced Fund. This is great news for people...
PERFORMANCE REPORT OF PHILIPPINE MUTUAL FUNDS For the Years Ended 2011, 2010, 2009 and 2008 1 First Metro Save and Learn Equity Fund 8.18% 63.37% 53.11% -30.70% 15.92% 2 Philequity PSE Index Fund 8.17% 38.04% 59.17% -40.75% 18.81% 3 Philequity Fund 6.11% 54.25% 64.99% -40.67% 13.63% 4 Philippine Stock Index Fund 3.05% 37.56% 61.93% -48.28% 7.74% 5 Philam Strategic Growth Fund 2.66% 55.81% 47.41% -38.13% 11.62% 6 Sun...
List of Mutual Funds in the Philippines as of 2009. Here now is a list of mutual fund companies who are members of the Investment Company Association of the Philippines. Stock...
Privacy Policy Your privacy is of utmost importance to us here at Mutual Fund Philippines. Rest assured that any information you provide will only be used in accordance with this privacy...
Being an investor (or trying hard to be one) is most often faced with a problem "will my investments make money?". Most of the time, the result of your "spending"...
Mutual Funds Philippines is about learning to wisely invest your money on mutual funds. One of the best investment vehicles to use if you want to be financially free early...
If Mutual Funds in the Philippines might be a little low risky for you, and you want to pump up the returns of your investment, you might want to do...
If you ever hear someone say that "It's hard to be rich in the Philippines", you should start thinking if that person even have any knowledge of investing. Contrary to...
I would to like start the new year of 2011 with the right frame of mind. And also, I would like to share some of my thoughts with people whom...
I just received my quarterly report about my investments in mutual funds. And I would like to clarify that investing in mutual funds defeats the purpose of putting your money...
We will send you the latest updates and tips about mutual funds in the Philippines.
Comment Form
Mutual Funds Philippines
Mutual Funds Philippines is about learning to wisely invest your money on mutual funds. One of the best investment vehicles to use if you want to be financially free early in your life. You can also find a lot of good advices and tips to improve and guarantee your financial security using different mutual funds investment vehicles.
Learn More About Mutual Funds
If you like to learn more about mutual funds in the Philippines. Kindly enter your email address below.
We will send you the latest updates and tips about mutual funds in the Philippines.
Categories
- Banking News (1)
- Investing (4)
- List of Mutual Funds (3)
- Mutual Fund Guides (14)
- Mutual Fund Report (2)
- Mutual Funds Articles (11)
- Stock Trading (3)
- tristan: hi admin, i want to invest in mutual funds but don't have experience on it yet. just want to save fo [...]
- admin: Lea, Part of the process in any investing is the research. Be sure to read their prospectus. They [...]
- lea: Hi.. Im planning to try investing in mutual funds but im afraid that the fees will eat up my investm [...]
- admin: Glad to help out. Good luck investing. [...]
- noel: Dear Admin. Thanks for your advice & hopefully that i can be same like you this year 2012, wh [...]
- How to Spot the Real Golden Goose in Mutual Funds?
- The Sacrifices You Must Make to Be Financially Free
- Mutual Fund Investing – Must Read
- Your First Million is the Hardest
- Stock Market Down, US Economy Tanking – 4 Investment Suggestions
- What Will You Do With 1 Million Pesos?
- 5 Easy Steps to be Financially Free
- Top 5 Investing Books That Will Change Your Lives
- Top 10 Reasons Why People Fail To Become a Millionaire
- 5 Things To Classify Assets
51 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!
JOSE C. TURIANO
September 10th, 2010 at 5:47 am
Good morning, I’m from Virac Catanduanes, I’m interested to invest in mutual funds can you guide me how and where to apply. How about PNB and BDO are they also in this business? Thank you and god bless!
ed
September 11th, 2010 at 12:13 am
hi i’m interested in mutual fund.Please provide information on how to do this.
derek
September 15th, 2010 at 1:05 am
Good Day!
I’m working here in Dubai. I am interested to invest in mutual funds in the Philippines. Can you please provide information/procedures on how to do it.
Thanks!
Rodrigo Espinal Jr
September 26th, 2010 at 9:05 pm
Good Day!
I am interested to invest in mutual funds in the Philippines. Can you please provide information/procedures on how to do it.
Thanks!
john
September 29th, 2010 at 4:09 am
which investment company is more secured to invest? i mean which is better. I choose first metro i think..
marilyn martinez
October 7th, 2010 at 5:01 am
where can i find these funds , are there particular offices , any particular agency i can deal with , as i am interested in investing , thank you
eman
October 7th, 2010 at 5:23 am
hi! im working here in oman and very much interested to invest in mutual fund but i dont know on how to and where to start. please do some help and complete info. thanx and regards
Julius Vargas
October 14th, 2010 at 6:39 am
hi! may i ask where to file complaint regarding mutual fund scam. i already send a query letter to the president of mutual fund company regarding performance details of my investment but they are doing a “run-around”, always referring me to their Customer Service Representatives. is there any government regulating agency that has jurisdiction on the matter? been to the S.E.C. a few days ago, they suggested to bring the case before the appropriate Municipal Trial Court. already contemplating on that. have been to a public attorney’s office and said it’s a winnable landmark case. please advise.
kind regards,
julius
admin
October 14th, 2010 at 6:52 am
Only the SEC has the power to these companies. I suggest you do what the SEC requires. Also, there is an article written about investment scams 2 years ago, http://pcij.org/stories/beware-of-those-false-profits/
Please be diligent in researching about the background of the company before investing with them. Most of the time, scams such as these promise a large return of profits compared to financial institutions and mutual funds…
Good luck and Hoping for the best!
zsazsa
November 29th, 2010 at 3:22 pm
Hi! what is the minimum amount that you can invest in a mutual fund?
max
February 17th, 2011 at 10:54 pm
hi nbsa ko e2 sa libro ni bo sanchez pwede ko mlaman kung san ang mga branches n2 tnx amu po ung mga address nla may magentertain skin dun pag maginvest me? tnx and godbless
Christie Faustino
February 21st, 2011 at 5:46 pm
Good day! For beginner, where do we start investing and what is the minimum investment?
jhing
February 24th, 2011 at 9:12 am
hi,
good day!
I am also interested in investing in mutual funds but i do not know how this works, can you send me info on this. May i know what are the top companies and also the minimum amount to invest.
thank you so much and God bless!
chariz
March 7th, 2011 at 11:45 pm
Hello!
Good day! I would like to know if there is a mutual fund in Tacloban city. Do I have to invest large sum of money to be able to join this mutual fund? Thank you and god Bless!
kevzzz
April 20th, 2011 at 10:08 am
where can we find this mutual fund?????
ds sounds interesting……
TNX…..
jhef
April 29th, 2011 at 9:59 pm
how does dis work>> mutual funds………. i got the money and so much interested but den how will i start investing and how?
PLS HELP!
cora
May 4th, 2011 at 5:13 pm
hello!!
I am also interested in investing in mutual funds but i do not know how this works, can you send me info on this. May i know what are the top companies and also the minimum amount to invest.is there also mutual funds in angeles city..thanks!!
joseph
May 11th, 2011 at 5:01 am
from cebu here, i am intrigue with this mutual funds and even decided to put my money into it after reading few notes/articles about it. as advised you need to keep in touch to any banks which offers it. can you send me more info or any recommendation to which company/bank consistently offering it — trusted?
thanks!
Don
August 10th, 2011 at 6:55 am
i am an OFW and i am interested this mutual fund in phil. it could be posible to start even im steel here in abroad? and how? can you pls send me an information.
admin
August 10th, 2011 at 6:58 pm
@Don
You can invest in mutual funds. But with the banks where you are currently in… Im not sure if you can enroll in any mutual funds in the Philippines since you need to sign some application forms… You need to be physically present to do that.
CORAZON
August 25th, 2011 at 2:18 am
I am interested to invest in the mutual fund I just don’t know how to start, where to ask and the amount to start my investment.
Ricky So
August 28th, 2011 at 4:47 pm
By the way, you need not be physically present to invest with mutual funds. They simply needs complete documentation.
allie
August 31st, 2011 at 7:58 pm
I have UITF accounts in 2 banks. Both in EQUITY classifications.
I also want to have a mutual fund account, could anyone help me, whose in PAMI, FAMI, ALFM GROWTH FUND or ATR KIM ENG? whose better of them?
I cant go in their office so I refer a mail transactions either LBC for the documents or email
allie
August 31st, 2011 at 8:10 pm
UITF of banks, and MUTUAL FUNDS offered by companies are the same except for the entry fees, and exit fees, and managing people. Last week I opened an account in SUNLIFE EQUITY, hoping for a good returns in the long run.
I have UITF from BDO EQUITY, and UCPB-EQUITY, anyways “they didnt offer it unless u asked about UITF.” Even their employees at some banks didnt know how to process it, and they thanked me that I placed order transactions with them, they are also become educated and interested in it.”
Ruben C. Atienza
October 21st, 2011 at 9:13 pm
hi,
good day!
I am also interested in investing in mutual funds but i do not know how this works, can you send me info on this. May i know what are the top companies and also the minimum amount to invest.
thank you so much and God bless!
tersero
October 22nd, 2011 at 5:25 am
Im interested to invest in mutual fund,may i know how to start?
noel
December 19th, 2011 at 8:49 am
I’m interested to invest in UITF or Mutual Funds. But what is the mechanism how our money can grow there if we left our money there for about a years without collecting it & still continue to invest monthly. Thanks.
admin
December 19th, 2011 at 6:07 pm
The mechanism how mutual funds earn is having a manager invest your money for you in stocks, bonds, government treasuries, tbills, real estate without you having to manage it. Once these investments appreciate in price, so is your money, obviously.
Each mutual fund is different. Some mutual funds invest entirely on stocks, others just bonds, others, a mix of both. You need to pick and choose which is the right one for you.