Mutual Funds in the Philippines

Mutual funds are alternative investment instruments where investors can put their money. For people who don’t have the time or expertise to invest, mutual funds may be a good avenue to park their hard-earned cash.

Of course, like regular investment products, mutual funds also carry risks including the risk of losing one’s capital. That’s why we always tell people to learn and understand the products they are investing in.

Some useful reading to help you learn more about mutual funds in the Philippines:

• How to invest in mutual funds in the Philippines
• Introduction to Philippine mutual funds
• Differences between Mutual Funds and Unit Investment Trust Funds
• How to compute your earnings in mutual funds
• Historical Performance of Philippine mutual funds 
• PMT Forum discussion board on mutual funds

There are currently 47 funds offered by ten (10) mutual fund companies in the Philippines. Once you’re ready to invest, contact them using their contact details below.

1. BPI Asset Management (ALFM Funds)

• Philippine Stock Index Fund (Peso Equity Index Fund)
• ALFM Growth Fund (Peso Balanced Fund)
• Bahay Pari Solidaritas Fund (Peso Balanced Fund)
• ALFM Peso Bond Fund (Peso Bond Fund)
• Ekklesia Mutual Fund (Peso Bond Fund)
• ALFM Dollar Bond Fund (Dollar Bond Fund)
• ALFM Euro Bond Fund (Euro Bond Fund)
• ALFM Money Market Fund (Peso Money Market Fund)

Fund Performance: Philippine Mutual Funds returns and performance
Address: 17/F, BPI Building Ayala Avenue cor. Paseo de Roxas, Makati City
Contact Numbers: 902-7042 / 845-5799 / 816-9252 / 816-9566
Website: www.alfmmutualfunds.com

2. First Metro Asset Management Inc. (FAMI)

• First Metro Save and Learn Equity Fund (Peso Equity Fund)
• First Metro Save and Learn Balanced Fund (Peso Balanced Fund)
• First Metro Save and Learn Fixed Income Fund (Peso Bond Fund)
• First Metro Save and Learn Money Market Fund (Peso Money Market Fund)

Fund Performance: Philippine Mutual Funds returns and performance
Address: 18th Floor PS Bank Center, 777 Paseo de Roxas Avenue corner Sedeño Street, Salcedo Village, Makati City
Contact Numbers: 891-2860 to 65
Website: www.fami.com.ph

3. Grepalife Asset Management Corp. (Grepalife)

• Grepalife Bond Fund (Peso Bond Fund)
• Grepalife Fixed Income Fund (Peso Bond Fund)
• Grepalife Dollar Bond (Dollar Bond Fund)

Fund Performance: Philippine Mutual Funds returns and performance
Address: 6/F Grepalife Building, 221 Sen. Gil Puyat Ave., Makati City, 1200
Contact Numbers: 845-6408 / 845-6394 / 845-6428
Website: www.grepafunds.com

4. MAA Mutualife Philippines, Inc. (MAA Mutualife)

• MAA Privilege Dollar Fixed Income Fund (Dollar Bond Fund)
• MAA Privilege Euro Fixed Income Fund (Euro Bond Fund)

Fund Performance: Philippine Mutual Funds returns and performance
Address: Unit 905 Pearl Bank Centre, 146 Valero Street, Salcedo Village, Makati 1227
Contact Number: 867-2452
Website: www.maa.com.ph (Expired Domain)

5. Mutual Fund Management Company of the Philippines (MFMCP)

• ATR KimEng Equity Opportunity Fund (Peso Equity Fund)
• ATR KimEng AsiaPlus Recovery Fund (Dollar Equity Fund)
• MFCP Kabuhayan Fund (Peso Balanced Fund)
• ATR KimEng Total Return Bond Fund (Dollar Bond Fund)
• ATR KimEng Money Market Fund (Peso Money Market Fund)

Fund Performance: Philippine Mutual Funds returns and performance
Address: 17th Flr. Tower One & Exchange Plaza, Ayala Triangle, Ayala Avenue, Makati City 1200
Contact Numbers: 848-1381 / 896-3750
Website: www.mutualfund.com.ph

6. Philam Asset Management Inc. (PAMI)

• Philam Strategic Growth Fund (Peso Equity Fund)
• GSIS Mutual Fund (Peso Balanced Fund)
• NCM Mutual Fund of the Phils. (Peso Balanced Fund)
• Philam Fund (Peso Balanced Fund)
• PAMI Asia Balanced Fund (Dollar Balanced Fund)
• Philam Bond Fund (Peso Bond Fund)
• PAMI Global Bond Fund (Dollar Bond Fund)
• Philam Dollar Bond Fund (Dollar Bond Fund)
• Philam Managed Income Fund (Peso Money Market Fund)

Fund Performance: Philippine Mutual Funds returns and performance
Address: 5/F Salustiana D. Ty Tower, 104 Paseo de Roxas corner Perea and Nieva Streets, Legaspi Village, Makati City
Contact Numbers: 867-3912 to 18 / 817-7264
Website: www.philamfunds.com.ph

7. Philequity Management Inc. (PEMI)

• Philequity Fund (Peso Equity Fund)
• Philequity PSE Index Fund (Peso Equity Index Fund)
• Philequity Peso Bond Fund (Peso Bond Fund)
• Philequity Dollar Income Fund (Dollar Bond Fund)

Fund Performance: Philippine Mutual Funds returns and performance
Address: Suite 2004-A, East Tower, Philippines Stock Exchange Centre Exchange Road, Ortigas Center, Pasig City
Contact Number: 689-8080
Website: www.philequity.net

8. Prudentialife Optima Funds (Prudentialife)

• Optima Balanced Fund (Peso Balanced Fund)
• Prudentialife Fixed Income Fund (Peso Bond Fund)

Fund Performance: Philippine Mutual Funds returns and performance
Address: 3rd Floor PLPI Building, 118 Gamboa St., Legazpi Village, Makati City
Contact Number: 812-8803
Website: www.myoptimafunds.com

9. Sun Life Financial Philippines (Sun Life)

• Sun Life Prosperity Phil. Equity Fund (Peso Equity Fund)
• Sun Life Prosperity Balanced Fund (Peso Balanced Fund)
• Sun Life Prosperity Dollar Advantage Fund (Dollar Balanced Fund)
• Sun Life Prosperity Bond Fund (Peso Bond Fund)
• Sun Life Prosperity GS Fund (Peso Bond Fund)
• Sun Life Prosperity Dollar Abundance Fund (Dollar Bond Fund)
• Sun Life Prosperity Money Market Fund (Peso Money Market Fund)

Fund Performance: Philippine Mutual Funds returns and performance
Address: 12/F, Tower 2, Enterprise Center, 6766 Ayala Avenue Corner Paseo de Roxas, Makati City
Contact Number: 886-6188
Website: www.sunlifefunds.com

10. United Coconut Planters Life Assurance Corp. (CocoLife)

• United Fund (Peso Equity Fund)
• Cocolife Dollar Fund Builder (Dollar Balanced Fund)
• Cocolife Fixed Income Fund (Peso Bond Fund)

Fund Performance: Philippine Mutual Funds returns and performance
Address: 6807 (6774) Ayala Avenue, Makati City
Contact Numbers: 812-9015 to 26
Website: www.cocolifefunds.com

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