UITF Philippines Fund Performance — 2012
January 28, 2013
The year 2012 was, no doubt, a good year for investments. Philippine stocks, mutual funds, and — as we can see in the fund performance table below — unit investment trust funds as well registered new highs compared to the preceding year.
Last year’s outstanding returns were to be expected. Coming from a depressing run in 2011, where Philippine equities grew by a mere 4.07%, the small base surely provided a solid opportunity for funds to grow.
Of course, this performance could not happen without the Philippines’ strong macroeconomic fundamentals, so credit must go to the country’s economic managers who strove hard to cushion the impact of external threats from declining economies such as the United States, Europe and China.
Philippine UITFs Fund Performance – 3rd Quarter 2012
October 29, 2012
We finally got the numbers of the year-to-date performance of Unit Investment Trust Funds or UITFs in the Philippines.
We found it a bit tough to get the figures because the website of the UITF industry organization, Trust Officers Association of the Philippines, does not provide a comprehensive and easy way to compile data. Although their site (www.uitf.com.ph) has historical returns per fund, the figures are not summarized in comparative format. In fact, one has to individually scour through each member bank’s funds lineup in order to see the returns generated by each fund.
Mutual Funds Performance – 3rd Quarter 2012
October 2, 2012
Returns of Philippine mutual funds during the 3rd quarter of the year seem to have stagnated a bit, with most equity funds merely growing at the same quarterly pace of the benchmark Philippine Stock Exchange index (PSEi).
2012 Peso-Dollar Exchange Rate Forecast
July 31, 2012
What would the Peso-Dollar exchange rate be by the end of the year?
If we only knew the answer, no doubt that we would be very, very rich. Imagine being able to accurately hedge currencies. Or to know the correct timing to convert US Dollars to Philippine Peso. Or to be able to invest all your money in the currency that would rise in value. Whew, if we only knew.
We looked at some exchange rate predictions issued by top investment analysts in the country that we can use as guide.
Philippine UITFs Performance – 2011
February 2, 2012
Unit investment trust funds (UITF) experienced mixed performance in the year 2011. While the benchmark Philippine Stock Exchange index (PSEi) ended the year up a meager 4.07%, majority of equity funds underperformed and even incurred losses with very few funds succeeding in breaching this hurdle.
(2011) Returns of Philippine Mutual Funds
January 9, 2012
Despite the continuing economic crunch in the global markets, fueled by the European debt crisis and the United States’ troubled finances, the Philippines survived 2011 and managed to end the year with above-average performance.
While most equity markets around the world had negative growths in 2011, the Philippines closed the year with a 4.07% gain — the best performance of a stock market in Southeast Asia. Investment funds followed suit. Most Philippine mutual funds, for example, ended in positive territory.
But the year 2011 was the year of bonds and fixed-income funds. While only three out of eight equity funds managed to beat the benchmark Philippine Stock Exchange index, all but one peso bond funds successfully surpassed the performance of the equity index. The improving credit rating of the Philippines and investors’ risk aversion due to uncertainty in the global markets made bonds more attractive in 2011. Hence, bond funds registered an average return of 7.43% last year — better than the average return of 3.12% booked by equity funds.
How to invest in Mutual Funds in the Philippines
September 26, 2011
How do I invest in mutual funds in the Philippines?
This is a question we usually get from our readers. First, we advise anyone who wants to make an investment to learn more about the investment opportunity. In the case of mutual funds, we suggest investors to take time to read and study our Mutual Funds Philippines Primer.
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.
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.

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