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.
Philippine Mutual Funds Report – 3rd Quarter 2009
October 7, 2009
Continuing the winning streak performance of the 2nd quarter, mutual funds in the Philippines have remained on the upswing by the end of the 3rd quarter of the year.
From January to September 2009, all equity (stock) funds have earned double-digit returns. On the average, the funds are up 37% from the start of the year.
The same is true for the rest of Balanced, Bond, and Money Market funds, with the exception of one Bond fund currently in the red.
The complete list of the performance of Philippine Mutual Funds from January to September 2009 below.
Mutual Funds Report – Philippines, 2nd Quarter 2009
July 13, 2009
In our report of mutual fund performance for the 1st quarter of 2009,we asked if the early positive returns of Philippine mutual funds were an indication of recovery. Well, in the 2nd quarter of the year, this winning streak continued.
Top Philippine Mutual Funds, 1st Quarter 2009
April 7, 2009
It’s that time of the year again when we look at the past quarter’s performance of mutual fund companies in the Philippines.
In 2008, we saw how most mutual funds wiped out gains they earned in 2007. During the first quarter of 2009, have the funds recovered or are we seeing further declines in value?
Performance of Philippine Mutual Funds in 2008
January 16, 2009
What a turbulent year it has been.
The year 2008 ended with most mutual funds experiencing severe declines in value, wiping out gains they earned in 2007. Even supposedly low-risk investments such as bond or money market funds suffered from the economic crunch that hit global markets last year.
Summarized below is the full-year performance of Philippine mutual funds, side by side with their return during the preceding year and ranked based on their performance.
Philippine Mutual Funds performance – 3rd Quarter 2008
October 6, 2008
Mutual funds in the Philippines are still reeling from the effects of the economic crunch that hit the US, as seen in the recent quarterly performance of local mutual fund companies.
Equity funds are still down by around 25% year-to-date, that is, from January to September 2008. Balanced funds, which invest in both stocks and bonds, are losing as well, with five out of seven funds experiencing an average decline in value of 20%. Peso bond funds have mixed performance, with six out of eleven funds managing to post a year-to-date increase. Even money market funds are not spared, with two of three money market mutual funds declining in value.
Here is a list of Philippine mutual funds ranked according to their performance from January 2008 until the end of the third quarter (end-September 2008).
Best Performing Mutual Funds (2nd Quarter 2008)
July 8, 2008
Here is a list of mutual funds in the country ranked according to their performance from the start of 2008 until the end of the second quarter (end-June 2008).
Best Performing Mutual Funds (1st Quarter 2008)
April 22, 2008
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.
Past performance is not always indicative of future performance.
Below are the mutual funds in the Philippines ranked based on their gross return from January to March 2008.
Best Performing Mutual Funds in January 2008
February 15, 2008
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.
Best Money Market Mutual Funds in the Philippines (as of August 2007)
October 2, 2007
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.
