November 19, 2013
There’s just one and a half months left before the end of the year 2013. At this point, we start asking ourselves if the investment decisions we made this year were good or bad choices. In the past 10 months ending October, would you say your investment has increased or decreased in value?
October 9, 2013
Mutual Funds are a collective investment scheme where funds are pooled from a variety of investors and invested by professional fund managers in different asset classes such as stocks, bonds, and money market instruments, among others.
To learn more about Mutual Funds and other investment options, here are easy-to-read guides we have prepared for you.
September 9, 2013
Just like our recent post on the Returns of Philippine UITF as of August 2013, we present below the comparative returns of Mutual Fund companies in the Philippines as of the end of last month.
Mutual Funds are a collective investment scheme where funds are pooled from various investors and invested by professional fund managers in various asset classes such as stocks, bonds, and money market instruments, among others.
August 6, 2013
Mutual fund companies in the Philippines, at the end of July 2013, recovered from the slump experienced in the past months. The 30-company benchmark PSE index (PSEi) has already grown 14.21% year to date (that is, from the start of January until the end of July 31), and we can see that a few funds were able to beat this benchmark although majority are still laggards when compared to the index.
July 5, 2013
And the market downturn continued. When we posted our update on the Performance of Philippine Mutual Funds, as of May 2013, it did not fully incorporate yet the impact of sell-offs which started in mid-May this year. Some funds were still in their highs and recording double-digit gains, but in this June 2013 update, the brunt of losses incurred by mutual fund companies in the Philippines is now starting to show.
June 7, 2013
Last month, when we wrote about the Performance of Philippine Mutual Funds (as of April 2013), we wondered if the positive winning streak of mutual funds would continue. We wrote: “Several market analysts say prices of Philippine investment assets are already expensive and may trigger a sell-off in the near future.”
Unfortunately, this sell-off in the equities market came true in the past weeks. As of yesterday’s trading, the Philippine Stock Exchange index (PSEi) has already shed off more than 800 points since its record high of 7,400+ in mid-May, closing yesterday at 6,600 points.
May 8, 2013
Philippine stocks, for example, continue to record brand-new highs as the Philippine Stock Exchange index (PSEi) posted a 21.65% year-to-date growth as of the end of April 2013. (See articles about Investing in the Philippine Stock Market)
Unit Investment Trust Funds or UITFs are also performing well. Most UITFs are beating benchmark indices, with equity funds beating the PSEi performance and bond funds recording unprecedented double-digit returns. (See Philippine UITF Returns, as of April 2013)
April 2, 2013
Exactly a year ago, in this same quarter, mutual fund companies in the Philippines earned record returns, with Equity and Balanced funds growing by 15-20% in just one quarter. (See 1st Quarter 2012 Performance of Philippine Mutual Funds)
This 2013, the same winning streak continued, with most mutual funds again generating above-average returns for investors. The trend of positive growth of investments in the Philippines is not just limited to mutual funds, though.
We have seen similar outstanding returns by Philippine stocks (See Philippine Stocks Performance in 1st Quarter 2013) and, in our next article on Unit Investment Trust Funds, we will see that UITFs are also making single- and double-digit growth.
March 8, 2013
We recently wrote about the year-to-date returns of Unit Investment Trust Funds (UITF) in the country. It has been our goal this year to provide our readers with regular updates about the performance of investment funds offered in the Philippines. This way, more Filipinos will learn about various investment options and ultimately take the opportunity to invest. This, we believe, helps advance our advocacy to spread financial literacy to the public.
February 4, 2013
In the past, we have religiously tracked the quarterly performance of mutual fund companies in the Philippines. We write about the year-to-date returns of these mutual funds at the end of each quarter and we summarize their performance in our annual year-end mutual fund performance summary.
But with a growing number of Filipinos starting to venture into mutual fund investing, the more necessary it becomes to have regular and more frequent mutual fund updates. Thus, starting this month, we will be posting the returns generated by each Philippine mutual fund at the end of every month.