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Here’s a list of the top performing Unit Investment Trust Funds (UITF) in the Philippines, as of February 7, 2008.

UITF is an investment product very similar to Mutual Funds. It is a “trust” product, meaning, the entity offering the UITF (the trustee) administers the fund in behalf of individuals (trustors) whose resources have been combined into the fund. It is normally offered by a bank or financial institution and, as a non-deposit product, is not guaranteed by the Philippine Deposit Insurance Corporation or PDIC.

The returns shown below are Year-to-Date (YTD) performance, meaning, from January 1 until the current date, i.e., February 7, 2008. Take note that historical performance is never a guarantee of future results.

Data were culled from the Bloomberg terminal. Detailed performance of all UITFs in the Philippines available in the Trust Officers Association of the Philippines site.

Best Equity UITFs, as of Feb. 7, 2008

InstitutionFund Name% YTD
Banco de OroBDO Peso Equity Fund13.26%
BPIEquity Fund6.81%
United Coconut Planters BankUnited Equity Fund-3.63%
Allied Banking CorporationAllied Unit Performance Equities Fund-4.44%
RCBCTiger Equity Fund-7.54%
Asia United Bank-TIGAUB Equity Investment Fund-7.80%
Philippine National BankPHISIX-8.14%

Best Balanced UITFs, as of Feb. 7, 2008

InstitutionFund Name% YTD
BPIBalanced Fund2.24%
Development Bank of the PhilippinesGintong Sikap Secure Fund0.41%
Philippine National BankMabuhay Prestige0.35%
United Coconut Planters BankUnited Balance Fund-1.96%
Security Bank CorporationSB Peso Asset Variety Fund-3.66%
Landbank of the Phils.Growth Fund-3.93%
ING Bank, N.V.ING Diversified Capital Fund-6.11%
Stocks, Mutual Funds, Forex, Finance Philippines

Best Bond UITFs, as of Feb. 7, 2008

InstitutionFund Name% YTD
BPIPremium Bond Fund1.09%
Unionbank of the PhilippinesiFund Long Term Current Income Portfolio0.94%
Unionbank of the PhilippinesiFund Philippine Peso Bond Portfolio0.80%
Asia United BankAUB Peso Investment Fund0.53%
ING Bank, N.V.ING Peso Short Term Fixed Income Fund0.45%
BPIGold Fund0.45%
China Banking CorporationChinabank GS Fund0.43%

Best Money Market UITFs, as of Feb. 7, 2008

InstitutionFund Name% YTD
Export and Industry BankExpert Fund1.55%
Equitable-PCIEPCIB Peso Money Market Fund0.53%
Banco de OroBDO Peso Money Market Fund0.53%
Unionbank of the PhilippinesiFund Peso Money Market Porfolio0.49%
RCBCDragon Fund0.45%
Security Bank CorporationSB Secure Peso Fund0.41%
Security Bank CorporationSB Peso Ease Fund0.40%

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