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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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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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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…)

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.

(more…)

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.

(more…)

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…)

Note: When analyzing mutual funds, you should not simply look at the NAVPS or Net Asset Value per Share. This number does not necessarily show whether the fund is performing well or not, but the change of the NAVPS over time does. Never assume that a fund with high NAVPS means it is generating high returns. You need to look at actual returns of the fund over a certain time period. But then again, be reminded that past performance is and will never be a guarantee of future results.

Click “Read More” to view the performance results of the best Equity Mutual Funds in the Philippines.

(more…)

Note: When analyzing mutual funds, you should not simply look at the NAVPS or Net Asset Value per Share. This number does not necessarily show whether the fund is performing well or not, but the change of the NAVPS over time does. Never assume that a fund with high NAVPS means it is generating high returns. You need to look at actual returns of the fund over a certain time period. But then again, be reminded 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.

(more…)

Note: When analyzing mutual funds, you should not simply look at the NAVPS or Net Asset Value per Share. This number does not necessarily show whether the fund is performing well or not, but the change of the NAVPS over time does. Never assume that a fund with high NAVPS means it is generating high returns. You need to look at actual returns of the fund over a certain time period. But then again, be reminded that past performance is and will never be a guarantee of future results.

Click “Read More” to view the performance results of the best Peso Bond Mutual Funds in the Philippines.

(more…)

Note: When analyzing mutual funds, you should not simply look at the NAVPS or Net Asset Value per Share. This number does not necessarily show whether the fund is performing well or not, but the change of the NAVPS over time does. Never assume that a fund with high NAVPS means it is generating high returns. You need to look at actual returns of the fund over a certain time period. But then again, be reminded 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…)