Top

How to compute your earnings in Mutual Funds

March 5, 2010

Calculating income from Mutual Fund investmentsA 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.

Read more

2009 Dollar UITF Report

January 12, 2010

Philippine UITF PerformanceDollar-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.

Read more

2009 Peso UITF Report

January 11, 2010

UITF Philippines performanceUnit 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.

Read more

Differences between Mutual Funds and UITFs

January 7, 2010

Mutual Funds and UITFA 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.

Read more

2009 Philippine Mutual Funds Report

January 5, 2010

Mutual Funds Philippines 2009 PerformanceMutual 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.

Read more

Bottom