How to compute your earnings in Mutual Funds
March 5, 2010
A lot of people invested in Mutual Funds are still at a loss regarding how their income from this investment is computed. We’ll try to simplify how it’s being done in this discussion.
2009 Dollar UITF Report
January 12, 2010
Dollar-denominated Unit Investment Trust Funds or UITFs also performed well in 2009, just like their Peso UITF counterparts.
In addition, most of the funds reversed and surpassed the 2.45% depreciation of the US Dollar versus the Peso last year, which could have reduced the value of the dollar investment.
Below is a summary of the full-year return of each dollar-denominated UITF.
2009 Peso UITF Report
January 11, 2010
Unit Investment Trust Funds or UITFs in the Philippines ended the year 2009 also on a high note just like the mutual funds.
Equity UITFs performed particularly strong last year, with two funds easily surpassing the 63% return of the Philippine Stock Exchange index (PSEi).
AB Capital’s Equity Fund and Unionbank of the Philippines‘ Large Capitalization Equity Portfolio earned a full-year return of 90.10% and 85.27%, respectively — which means if you placed an investment in either fund at the start of the year, your money would have almost doubled by the end of 2009.
Below is a summary of the full-year return of each UITF.
Differences between Mutual Funds and UITFs
January 7, 2010
A lot of our readers have been sending us inquiries regarding Mutual Funds (MFs) and Unit Investment Trust Funds (UITFs), particularly the differences between the two.
We have already discussed most of these queries in our previous articles but for the sake of those not interested to browse back, we summarize here the basic differences between MFs and UITFs.
2009 Philippine Mutual Funds Report
January 5, 2010
Mutual funds in the Philippines ended the year 2009 on a high note, with all but one fund registering a positive return.
The funds reversed the losses incurred in 2008 as markets turned optimistic. Two funds, one equity (Philequity Fund) and one balanced (ALFM Growth Fund) even managed to beat the 63% return of the Philippine Stock Exchange index in 2009.
For the entire year, equity funds earned an average of 46.7%. This means an investment placed at the start of the year earned almost half of the total money invested.
