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Here is a list of mutual funds ranked based on their performance during the first quarter of 2008.

The rate of return is usually a good measure of performance, but do note that other things such as consistency of return and exposure to risks need to be assessed before you make a placement in any investment fund.

In any case, you can find below a list of the top mutual funds in the Philippines ranked based on their gross return from January to March 2008.

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If you placed a million pesos in the Philippine stock market from the start of January 2008, you would have lost 9% in January alone. If you remained invested until today, that million pesos is now worth only P780,000 - a 22% loss.

That is based on the performance of the Philippine Stock Exchange index (PSEi), a basket of 30 listed common stocks representing the overall movement of market prices and the general state of the Philippine economy.

The PSEi on March 20 closed at 2,817.58, a 22.2% decline from its original value at the start of the year.

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The following summarizes and ranks the performance of mutual funds in the Philippines during the first month of the year.

Although the rate of return is a good measure of performance, other factors such as consistency of returns and amount of risk exposure should be considered before investing in a “good” mutual fund.

Overall, mutual fund companies were hammered in January 2008 due to lingering concerns of US recession brought about by the subprime mortgage problem. Equity Mutual Funds were badly hit, with all of them registering negative returns during the first month of the year. The trend follows the movement of the Philippine stock market which posted a 9% decline in value from the start of the year.

Balanced Funds were not spared, albeit two companies managed to post positive returns. Even Money Market Funds — supposedly safe havens for short-term investors — were affected by the downtrend, with two funds incurring negative return.

Without further ado, here’s the list of top mutual fund companies in the Philippines for January 2008 in terms of absolute returns. To learn more about mutual fund investing, visit the Mutual Funds section of this site.

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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.

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Note: When analyzing mutual funds, do not simply look at the NAVPS or Net Asset Value per Share. This number does not necessarily say whether the fund is performing well or not. The change of the NAVPS over time does. Never assume that a fund with high NAVPS means it is generating high returns. Actual historical returns can be used to gauge performance but be reminded as well 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 Money Market Mutual Funds.

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Note: When analyzing mutual funds, do not simply look at the NAVPS or Net Asset Value per Share. This number does not necessarily say whether the fund is performing well or not. The change of the NAVPS over time does. Never assume that a fund with high NAVPS means it is generating high returns. Actual historical returns can be used to gauge performance but be reminded as well 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.

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Note: When analyzing mutual funds, do not simply look at the NAVPS or Net Asset Value per Share. This number does not necessarily say whether the fund is performing well or not. The change of the NAVPS over time does. Never assume that a fund with high NAVPS means it is generating high returns. Actual historical returns can be used to gauge performance but be reminded as well 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 Equity Mutual Funds.

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Note: When analyzing mutual funds, do not simply look at the NAVPS or Net Asset Value per Share. This number does not necessarily say whether the fund is performing well or not. The change of the NAVPS over time does. Never assume that a fund with high NAVPS means it is generating high returns. Actual historical returns can be used to gauge performance but be reminded as well 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 Money Market Mutual Funds.

(more…)

Markets worldwide are on a slide due to subprime lending concerns in the US. Even the Philippine stock market is not spared. After experiencing a series of all-time highs during past months, Philippine equities are currently on a downtrend. 

So if you have stocks, mutual funds, or unit investment trust funds (UITF) holdings, is it time to dispose of them, hold on to them, or buy more?

Click "Read More" to see a few PMT members' opinions.

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Several Pinoys outside the Philippines, especially Overseas Filipino Workers (OFWs), are wondering whether they can invest in mutual funds or unit investment trust funds (UITF) even if they are outside the country.

A few PMT members are reporting that it is indeed possible. Some mutual fund companies or banks offering UITFs, they say, accommodate placements although the investor cannot make a personal appearance. 

View the discussion in the thread Investing in local Mutual Fund or UITF while abroad. 

If you are a representative of a bank or mutual fund company and have information about investing while outside the Philippines, post below or in the above thread so that OFWs interested to invest can know what to do.