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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

Institution Fund Name % YTD
Banco de Oro BDO Peso Equity Fund 13.26%
BPI Equity Fund 6.81%
United Coconut Planters Bank United Equity Fund -3.63%
Allied Banking Corporation Allied Unit Performance Equities Fund -4.44%
RCBC Tiger Equity Fund -7.54%
Asia United Bank-TIG AUB Equity Investment Fund -7.80%
Philippine National Bank PHISIX -8.14%

Best Balanced UITFs, as of Feb. 7, 2008

Institution Fund Name % YTD
BPI Balanced Fund 2.24%
Development Bank of the Philippines Gintong Sikap Secure Fund 0.41%
Philippine National Bank Mabuhay Prestige 0.35%
United Coconut Planters Bank United Balance Fund -1.96%
Security Bank Corporation SB Peso Asset Variety Fund -3.66%
Landbank of the Phils. Growth Fund -3.93%
ING Bank, N.V. ING Diversified Capital Fund -6.11%
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Best Bond UITFs, as of Feb. 7, 2008

Institution Fund Name % YTD
BPI Premium Bond Fund 1.09%
Unionbank of the Philippines iFund Long Term Current Income Portfolio 0.94%
Unionbank of the Philippines iFund Philippine Peso Bond Portfolio 0.80%
Asia United Bank AUB Peso Investment Fund 0.53%
ING Bank, N.V. ING Peso Short Term Fixed Income Fund 0.45%
BPI Gold Fund 0.45%
China Banking Corporation Chinabank GS Fund 0.43%

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

Institution Fund Name % YTD
Export and Industry Bank Expert Fund 1.55%
Equitable-PCI EPCIB Peso Money Market Fund 0.53%
Banco de Oro BDO Peso Money Market Fund 0.53%
Unionbank of the Philippines iFund Peso Money Market Porfolio 0.49%
RCBC Dragon Fund 0.45%
Security Bank Corporation SB Secure Peso Fund 0.41%
Security Bank Corporation SB Peso Ease Fund 0.40%

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  • Ricardo Chua

    Thanks for the info. You guys, have a look at PrulifeUK. They offer a good set of UITF’s as well.

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