Best Performing Philippine Balanced Mutual Funds (as of June 2007)

Note: When analyzing mutual funds, you should not simply look at the NAVPS or Net Asset Value per Share. This number does not necessarily show whether the fund is performing well or not, but the change of the NAVPS over time does. Never assume that a fund with high NAVPS means it is generating high returns. You need to look at actual returns of the fund over a certain time period. But then again, be reminded that past performance is and will never be a guarantee of future results.

Click "Read More" to view the performance results of the best Philippine Balanced Mutual Funds.

The top 3 Balanced Mutual Funds in terms of Year-to-Date (January to June 2007) returns are:

• GSIS Kinabukasan Fund – 23.79%
• Philam Fund, Inc. – 20.82%
• MFCP Kabuhayan Fund – 17.68%

In terms of monthly growth, however, that is increase in NAVPS from May to June 2007, the best performing balanced funds are:

• GSIS Kinabukasan Fund – 4.04%
• Philam Fund, Inc. – 3.42%
• Sun Life Prosperity Balanced Fund, Inc. – 3.17%

Click HERE for a high-resolution image of the graph.

Discuss Balanced Mutual Funds in the Mutual Funds and UITF board in the PMT Forum.

All figures were taken from the Investment Company of the Philippines (ICAP) site at www.icap.com.ph. Please report any errors or omissions in the preceding graphs so we can rectify it accordingly.

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