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Here’s a list of mutual fund companies ranked based on their full-year 2007 performance.

The rate of return may be a good measure of the performance of funds, but do note that other things such as consistency of return and risk exposure, among others, ought to be assessed before a fund can objectively be called “best” or “best performing.”

In any case, you can find below a list of the top mutual fund performers in the Philippines in 2007. To learn more about mutual fund investing, visit the Mutual Funds section of this site.

Performance of Philippine Mutual Funds in 2007

Equity Funds (primarily invested in Peso equity securities)

• Philequity PSE Index Fund - 21.74%
• Philippine Stock Index Fund - 21.42%
• Sun Life Prosperity Phil. Equity Fund - 20.58%
• Philam Strategic Growth Fund - 19.86%
• Philequity Fund - 18.32%
• ATR KimEng Equity Opportunity Fund - 13.87%
• First Metro Save and Learn Equity Fund - 12.63%
• United Fund - 8.45%

Balanced Funds (primarily invested in Peso debt and equity securities)

• GSIS Mutual Fund - 21.92%
• Sun Life Prosperity Balanced Fund - 17.21%
• MFCP Kabuhayan Fund - 10.56%
• Optima Balanced Fund - 8.31%
• First Galleon Family Fund - 0.22%

Foreign Currency-denominated Balanced Funds

• Sun Life Prosperity Dollar Advantage Fund - 3.54%

Bond Funds (primarily invested in Peso debt securities)

• Prudentialife Fixed Income Fund - 7.58%
• Cocolife Fixed Income Fund - 5.76%
• ALFM Peso Bond Fund - 5.02%
• First Metro Save and Learn Fixed Income Fund - 4.35%
• Philam Bond Fund - 4.29%
• Sun Life Prosperity GS Fund - 3.83%
• Sun Life Prosperity Bond Fund - 2.42%
• Ekklesia Mutual Fund - 2.26%
• Philam Managed Income Fund - (0.05%)
• Legacy GS Fund - (1.65%)

Foreign Currency-denominated Bond Funds

• Philam Dollar Bond Fund - 6.55%
• ALFM Dollar Bond Fund - 5.36%
• Philequity Dollar Income Fund - 4.88%
• Grepalife Dollar Bond Fund - 4.65%
• MAA Privilege Dollar Fixed Income Fund - 4.35%
• Sun Life Prosperity Dollar Abundance Fund - 2.61%
• Grepalife Fixed Income Fund Corp. - 2.60%
• ALFM Euro Bond Fund - 1.69%
• MAA Privilege Euro Fixed Income Fund - (2.33%)

Money Market Funds (primarily invested in short-term Peso securities)

• Philequity Money Market Fund - 5.65%
• Sun Life Prosperity Money Market Fund - 2.03%
• Legacy TD Fund - (1.69%)
• ATR KimEng Money Market Fund - (4.72%)

See also the 2006 Performance of Philippine Mutual Funds:

1. Equity Mutual Funds
2. Balanced Mutual Funds
3. Bond Mutual Funds

All figures taken from the Investment Company Association of the Philippines website (www.icap.com.ph).

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This entry was posted on Tuesday, January 15th, 2008 at 4:06 am and is filed under Investing in Mutual Funds. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.