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2009 Philippine Mutual Funds Report




Mutual Funds Philippines 2009 PerformanceMutual 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.

Mutual Funds Philippines 2009 PerformanceMutual 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.

Mutual Funds Philippines 2009 PerformanceMutual 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.

Mutual Funds Philippines 2009 PerformanceMutual 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.

Mutual Funds Philippines 2009 PerformanceMutual 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.

Balanced funds trail closely, ending the year with an average return of 35.6%.

Peso bond funds produced an average return of 5.38%, while money market funds increased value on average by 1.36%.

Summarized below is the full-year performance of Philippine mutual funds, side by side with their return and rank during the preceding year.

PERFORMANCE OF MUTUAL FUNDS IN THE PHILIPPINES
For the Years Ended 2009 and 2008

Peso Stock Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Philequity Fund, Inc. 64.99% 1 (40.67%) 5
Philippine Stock Index Fund Corp. 61.93%  2 (48.28%) 8
Philequity PSE Index Fund Inc. 59.17%  3 (40.75%) 6
First Metro Save and Learn Equity Fund, Inc.  53.11%  4 (30.7%) 2
Philam Strategic Growth Fund, Inc.  47.41%  5 (38.13%) 4
Sun Life Prosperity Phil. Equity Fund, Inc. 43.52%  6 (37.59%) 3
ATR KimEng Equity Opportunity Fund, Inc. 42.91%  7 (41.46%) 7
United Fund, Inc. 25.00%  8 (14.28%) 1
DWS Deutsche Philippine Equity Fund, Inc. 22.59% 9 New New


Peso Balanced Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
ALFM Growth Fund, Inc. 63.25% 1 New New
First Metro Save and Learn Balanced Fund Inc. 45.36% 2 (6.27%) 2
Philam Fund, Inc. 36.91% 3 (32.52%) 7
GSIS Mutual Fund, Inc.  36.76% 4 (31.5%) 6
MFCP Kabuhayan Fund, Inc. 23.6% 5 (29.2%) 5
Sun Life Prosperity Balanced Fund, Inc. 21.7% 6 (23.75%) 3
Optima Balanced Fund, Inc. 21.46% 7 (23.89%) 4


Dollar Balanced Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Sun Life Prosperity Dollar Advantage Fund, Inc.  9.00% 1 (8.68%) 1


Peso Bond Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Cocolife Fixed Income Fund, Inc.  12.64% 1 5.26% 1
Sun Life Prosperity GS Fund, Inc. 7.59% 2 0.57% 9
Philequity Peso Bond Fund, Inc. 6.58% 3 2.33% 3.5
Sun Life Prosperity Bond Fund, Inc. 5.58% 4 1.53% 7
Philam Bond Fund, Inc. 5.52% 5 1.91% 6
First Metro Save and Learn Fixed Income Fund, Inc.  5.32% 6 2.33% 3.5
ALFM Peso Bond Fund, Inc. 4.62% 7 4.26% 2
Ekklesia Mutual Fund Inc.  4.33% 8 1.96% 5
Prudentialife Fixed Income Fund Inc. 3.80% 9 (5.0%) 10
DWS Deutsche Philippine Fixed Income Fund, Inc. (2.19%) 10 New New


Foreign Currency Bond Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Grepalife Fixed Income Fund Corp. 21.87% 1 (3.44%) 6
MAA Privilege Euro Fixed Income Fund, Inc. 19.53% 2 (13.87%) 10
Philam Dollar Bond Fund, Inc. 17.76% 3 (7.44%) 9
Sun Life Prosperity Dollar Abundance Fund, Inc. 16.30% 4 (7.08%) 7
Philequity Dollar Income Fund Inc. 12.39% 5 (0.71%) 4
MAA Privilege Dollar Fixed Income Fund, Inc. 8.66% 6 (3.21%) 5
ALFM Euro Bond Fund, Inc.  6.32% 7 0.08% 3
ALFM Dollar Bond Fund, Inc. 5.22% 8 1.97% 2
AIG Global Bond Fund Phils., Inc. 4.64% 9 2.37% 1
Grepalife Dollar Bond Fund Corp.  No data NA (7.18%) 8


Peso Money Market Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Philam Managed Income Fund, Inc. 1.77% 1 New New
Sun Life Prosperity Money Market Fund, Inc.  1.39% 2 2.05% 1
ATR KimEng Money Market Fund, Inc.  1.26% 3 (5.12%) 2
First Metro Save and Learn Money Market Fund, Inc. 1.04% 4 New New

* Figures in (xxx) denote a loss. All data from the Investment Company Association of the Philippines (ICAP).

Disclaimer: Although the rate of return is a good measure of performance, other things such as consistency of return and exposure to risks . Note also that past performance of a fund is not and cannot be a guarantee of future returns.

Read more about mutual funds:

Balanced funds trail closely, ending the year with an average return of 35.6%.

Peso bond funds produced an average return of 5.38%, while money market funds increased value on average by 1.36%.

Summarized below is the full-year performance of Philippine mutual funds, side by side with their return and rank during the preceding year.

PERFORMANCE OF MUTUAL FUNDS IN THE PHILIPPINES
For the Years Ended 2009 and 2008

Peso Stock Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Philequity Fund, Inc. 64.99% 1 (40.67%) 5
Philippine Stock Index Fund Corp. 61.93%  2 (48.28%) 8
Philequity PSE Index Fund Inc. 59.17%  3 (40.75%) 6
First Metro Save and Learn Equity Fund, Inc.  53.11%  4 (30.7%) 2
Philam Strategic Growth Fund, Inc.  47.41%  5 (38.13%) 4
Sun Life Prosperity Phil. Equity Fund, Inc. 43.52%  6 (37.59%) 3
ATR KimEng Equity Opportunity Fund, Inc. 42.91%  7 (41.46%) 7
United Fund, Inc. 25.00%  8 (14.28%) 1
DWS Deutsche Philippine Equity Fund, Inc. 22.59% 9 New New


Peso Balanced Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
ALFM Growth Fund, Inc. 63.25% 1 New New
First Metro Save and Learn Balanced Fund Inc. 45.36% 2 (6.27%) 2
Philam Fund, Inc. 36.91% 3 (32.52%) 7
GSIS Mutual Fund, Inc.  36.76% 4 (31.5%) 6
MFCP Kabuhayan Fund, Inc. 23.6% 5 (29.2%) 5
Sun Life Prosperity Balanced Fund, Inc. 21.7% 6 (23.75%) 3
Optima Balanced Fund, Inc. 21.46% 7 (23.89%) 4


Dollar Balanced Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Sun Life Prosperity Dollar Advantage Fund, Inc.  9.00% 1 (8.68%) 1


Peso Bond Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Cocolife Fixed Income Fund, Inc.  12.64% 1 5.26% 1
Sun Life Prosperity GS Fund, Inc. 7.59% 2 0.57% 9
Philequity Peso Bond Fund, Inc. 6.58% 3 2.33% 3.5
Sun Life Prosperity Bond Fund, Inc. 5.58% 4 1.53% 7
Philam Bond Fund, Inc. 5.52% 5 1.91% 6
First Metro Save and Learn Fixed Income Fund, Inc.  5.32% 6 2.33% 3.5
ALFM Peso Bond Fund, Inc. 4.62% 7 4.26% 2
Ekklesia Mutual Fund Inc.  4.33% 8 1.96% 5
Prudentialife Fixed Income Fund Inc. 3.80% 9 (5.0%) 10
DWS Deutsche Philippine Fixed Income Fund, Inc. (2.19%) 10 New New


Foreign Currency Bond Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Grepalife Fixed Income Fund Corp. 21.87% 1 (3.44%) 6
MAA Privilege Euro Fixed Income Fund, Inc. 19.53% 2 (13.87%) 10
Philam Dollar Bond Fund, Inc. 17.76% 3 (7.44%) 9
Sun Life Prosperity Dollar Abundance Fund, Inc. 16.30% 4 (7.08%) 7
Philequity Dollar Income Fund Inc. 12.39% 5 (0.71%) 4
MAA Privilege Dollar Fixed Income Fund, Inc. 8.66% 6 (3.21%) 5
ALFM Euro Bond Fund, Inc.  6.32% 7 0.08% 3
ALFM Dollar Bond Fund, Inc. 5.22% 8 1.97% 2
AIG Global Bond Fund Phils., Inc. 4.64% 9 2.37% 1
Grepalife Dollar Bond Fund Corp.  No data NA (7.18%) 8


Peso Money Market Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Philam Managed Income Fund, Inc. 1.77% 1 New New
Sun Life Prosperity Money Market Fund, Inc.  1.39% 2 2.05% 1
ATR KimEng Money Market Fund, Inc.  1.26% 3 (5.12%) 2
First Metro Save and Learn Money Market Fund, Inc. 1.04% 4 New New

* Figures in (xxx) denote a loss. All data from the Investment Company Association of the Philippines (ICAP).

Disclaimer: Although the rate of return is a good measure of performance, other things such as consistency of return and exposure to risks must also be considered. Note that past performance of a fund is not and cannot be a guarantee of future returns.

Read more about mutual funds:

Balanced funds trail closely, ending the year with an average return of 35.6%.

Peso bond funds produced an average return of 5.38%, while money market funds increased value on average by 1.36%.

Summarized below is the full-year performance of Philippine mutual funds, side by side with their return and rank during the preceding year.

PERFORMANCE OF MUTUAL FUNDS IN THE PHILIPPINES
For the Years Ended 2009 and 2008

Peso Stock Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Philequity Fund, Inc. 64.99% 1 (40.67%) 5
Philippine Stock Index Fund Corp. 61.93%  2 (48.28%) 8
Philequity PSE Index Fund Inc. 59.17%  3 (40.75%) 6
First Metro Save and Learn Equity Fund, Inc.  53.11%  4 (30.7%) 2
Philam Strategic Growth Fund, Inc.  47.41%  5 (38.13%) 4
Sun Life Prosperity Phil. Equity Fund, Inc. 43.52%  6 (37.59%) 3
ATR KimEng Equity Opportunity Fund, Inc. 42.91%  7 (41.46%) 7
United Fund, Inc. 25.00%  8 (14.28%) 1
DWS Deutsche Philippine Equity Fund, Inc. 22.59% 9 New New


Peso Balanced Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
ALFM Growth Fund, Inc. 63.25% 1 New New
First Metro Save and Learn Balanced Fund Inc. 45.36% 2 (6.27%) 2
Philam Fund, Inc. 36.91% 3 (32.52%) 7
GSIS Mutual Fund, Inc.  36.76% 4 (31.5%) 6
MFCP Kabuhayan Fund, Inc. 23.6% 5 (29.2%) 5
Sun Life Prosperity Balanced Fund, Inc. 21.7% 6 (23.75%) 3
Optima Balanced Fund, Inc. 21.46% 7 (23.89%) 4


Dollar Balanced Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Sun Life Prosperity Dollar Advantage Fund, Inc.  9.00% 1 (8.68%) 1


Peso Bond Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Cocolife Fixed Income Fund, Inc.  12.64% 1 5.26% 1
Sun Life Prosperity GS Fund, Inc. 7.59% 2 0.57% 9
Philequity Peso Bond Fund, Inc. 6.58% 3 2.33% 3.5
Sun Life Prosperity Bond Fund, Inc. 5.58% 4 1.53% 7
Philam Bond Fund, Inc. 5.52% 5 1.91% 6
First Metro Save and Learn Fixed Income Fund, Inc.  5.32% 6 2.33% 3.5
ALFM Peso Bond Fund, Inc. 4.62% 7 4.26% 2
Ekklesia Mutual Fund Inc.  4.33% 8 1.96% 5
Prudentialife Fixed Income Fund Inc. 3.80% 9 (5.0%) 10
DWS Deutsche Philippine Fixed Income Fund, Inc. (2.19%) 10 New New


Foreign Currency Bond Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Grepalife Fixed Income Fund Corp. 21.87% 1 (3.44%) 6
MAA Privilege Euro Fixed Income Fund, Inc. 19.53% 2 (13.87%) 10
Philam Dollar Bond Fund, Inc. 17.76% 3 (7.44%) 9
Sun Life Prosperity Dollar Abundance Fund, Inc. 16.30% 4 (7.08%) 7
Philequity Dollar Income Fund Inc. 12.39% 5 (0.71%) 4
MAA Privilege Dollar Fixed Income Fund, Inc. 8.66% 6 (3.21%) 5
ALFM Euro Bond Fund, Inc.  6.32% 7 0.08% 3
ALFM Dollar Bond Fund, Inc. 5.22% 8 1.97% 2
AIG Global Bond Fund Phils., Inc. 4.64% 9 2.37% 1
Grepalife Dollar Bond Fund Corp.  No data NA (7.18%) 8


Peso Money Market Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Philam Managed Income Fund, Inc. 1.77% 1 New New
Sun Life Prosperity Money Market Fund, Inc.  1.39% 2 2.05% 1
ATR KimEng Money Market Fund, Inc.  1.26% 3 (5.12%) 2
First Metro Save and Learn Money Market Fund, Inc. 1.04% 4 New New

* Figures in (xxx) denote a loss. All data from the Investment Company Association of the Philippines (ICAP).

Disclaimer: Although the rate of return is a good measure of performance, other things such as consistency of return and exposure to risks . Note also that past performance of a fund is not and cannot be a guarantee of future returns.

Read more about mutual funds:

Balanced funds trail closely, ending the year with an average return of 35.6%.

Peso bond funds produced an average return of 5.38%, while money market funds increased value on average by 1.36%.

Summarized below is the full-year performance of Philippine mutual funds, side by side with their return and rank during the preceding year.

PERFORMANCE OF MUTUAL FUNDS IN THE PHILIPPINES
For the Years Ended 2009 and 2008

Peso Stock Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Philequity Fund, Inc. 64.99% 1 (40.67%) 5
Philippine Stock Index Fund Corp. 61.93%  2 (48.28%) 8
Philequity PSE Index Fund Inc. 59.17%  3 (40.75%) 6
First Metro Save and Learn Equity Fund, Inc.  53.11%  4 (30.7%) 2
Philam Strategic Growth Fund, Inc.  47.41%  5 (38.13%) 4
Sun Life Prosperity Phil. Equity Fund, Inc. 43.52%  6 (37.59%) 3
ATR KimEng Equity Opportunity Fund, Inc. 42.91%  7 (41.46%) 7
United Fund, Inc. 25.00%  8 (14.28%) 1
DWS Deutsche Philippine Equity Fund, Inc. 22.59% 9 New New


Peso Balanced Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
ALFM Growth Fund, Inc. 63.25% 1 New New
First Metro Save and Learn Balanced Fund Inc. 45.36% 2 (6.27%) 2
Philam Fund, Inc. 36.91% 3 (32.52%) 7
GSIS Mutual Fund, Inc.  36.76% 4 (31.5%) 6
MFCP Kabuhayan Fund, Inc. 23.6% 5 (29.2%) 5
Sun Life Prosperity Balanced Fund, Inc. 21.7% 6 (23.75%) 3
Optima Balanced Fund, Inc. 21.46% 7 (23.89%) 4


Dollar Balanced Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Sun Life Prosperity Dollar Advantage Fund, Inc.  9.00% 1 (8.68%) 1


Peso Bond Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Cocolife Fixed Income Fund, Inc.  12.64% 1 5.26% 1
Sun Life Prosperity GS Fund, Inc. 7.59% 2 0.57% 9
Philequity Peso Bond Fund, Inc. 6.58% 3 2.33% 3.5
Sun Life Prosperity Bond Fund, Inc. 5.58% 4 1.53% 7
Philam Bond Fund, Inc. 5.52% 5 1.91% 6
First Metro Save and Learn Fixed Income Fund, Inc.  5.32% 6 2.33% 3.5
ALFM Peso Bond Fund, Inc. 4.62% 7 4.26% 2
Ekklesia Mutual Fund Inc.  4.33% 8 1.96% 5
Prudentialife Fixed Income Fund Inc. 3.80% 9 (5.0%) 10
DWS Deutsche Philippine Fixed Income Fund, Inc. (2.19%) 10 New New


Foreign Currency Bond Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Grepalife Fixed Income Fund Corp. 21.87% 1 (3.44%) 6
MAA Privilege Euro Fixed Income Fund, Inc. 19.53% 2 (13.87%) 10
Philam Dollar Bond Fund, Inc. 17.76% 3 (7.44%) 9
Sun Life Prosperity Dollar Abundance Fund, Inc. 16.30% 4 (7.08%) 7
Philequity Dollar Income Fund Inc. 12.39% 5 (0.71%) 4
MAA Privilege Dollar Fixed Income Fund, Inc. 8.66% 6 (3.21%) 5
ALFM Euro Bond Fund, Inc.  6.32% 7 0.08% 3
ALFM Dollar Bond Fund, Inc. 5.22% 8 1.97% 2
AIG Global Bond Fund Phils., Inc. 4.64% 9 2.37% 1
Grepalife Dollar Bond Fund Corp.  No data NA (7.18%) 8


Peso Money Market Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Philam Managed Income Fund, Inc. 1.77% 1 New New
Sun Life Prosperity Money Market Fund, Inc.  1.39% 2 2.05% 1
ATR KimEng Money Market Fund, Inc.  1.26% 3 (5.12%) 2
First Metro Save and Learn Money Market Fund, Inc. 1.04% 4 New New

* Figures in (xxx) denote a loss. All data from the Investment Company Association of the Philippines (ICAP).

Disclaimer: Although the rate of return is a good measure of performance, other things such as consistency of return and exposure to risks . Note also that past performance of a fund is not and cannot be a guarantee of future returns.

Read more about mutual funds:

Balanced funds trail closely, ending the year with an average return of 35.6%.

Peso bond funds produced an average return of 5.38%, while money market funds increased value on average by 1.36%.

Summarized below is the full-year performance of Philippine mutual funds, side by side with their return and rank during the preceding year.

PERFORMANCE OF MUTUAL FUNDS IN THE PHILIPPINES
For the Years Ended 2009 and 2008

Peso Stock Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Philequity Fund, Inc. 64.99% 1 (40.67%) 5
Philippine Stock Index Fund Corp. 61.93%  2 (48.28%) 8
Philequity PSE Index Fund Inc. 59.17%  3 (40.75%) 6
First Metro Save and Learn Equity Fund, Inc.  53.11%  4 (30.7%) 2
Philam Strategic Growth Fund, Inc.  47.41%  5 (38.13%) 4
Sun Life Prosperity Phil. Equity Fund, Inc. 43.52%  6 (37.59%) 3
ATR KimEng Equity Opportunity Fund, Inc. 42.91%  7 (41.46%) 7
United Fund, Inc. 25.00%  8 (14.28%) 1
DWS Deutsche Philippine Equity Fund, Inc. 22.59% 9 New New


Peso Balanced Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
ALFM Growth Fund, Inc. 63.25% 1 New New
First Metro Save and Learn Balanced Fund Inc. 45.36% 2 (6.27%) 2
Philam Fund, Inc. 36.91% 3 (32.52%) 7
GSIS Mutual Fund, Inc.  36.76% 4 (31.5%) 6
MFCP Kabuhayan Fund, Inc. 23.6% 5 (29.2%) 5
Sun Life Prosperity Balanced Fund, Inc. 21.7% 6 (23.75%) 3
Optima Balanced Fund, Inc. 21.46% 7 (23.89%) 4


Dollar Balanced Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Sun Life Prosperity Dollar Advantage Fund, Inc.  9.00% 1 (8.68%) 1


Peso Bond Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Cocolife Fixed Income Fund, Inc.  12.64% 1 5.26% 1
Sun Life Prosperity GS Fund, Inc. 7.59% 2 0.57% 9
Philequity Peso Bond Fund, Inc. 6.58% 3 2.33% 3.5
Sun Life Prosperity Bond Fund, Inc. 5.58% 4 1.53% 7
Philam Bond Fund, Inc. 5.52% 5 1.91% 6
First Metro Save and Learn Fixed Income Fund, Inc.  5.32% 6 2.33% 3.5
ALFM Peso Bond Fund, Inc. 4.62% 7 4.26% 2
Ekklesia Mutual Fund Inc.  4.33% 8 1.96% 5
Prudentialife Fixed Income Fund Inc. 3.80% 9 (5.0%) 10
DWS Deutsche Philippine Fixed Income Fund, Inc. (2.19%) 10 New New


Foreign Currency Bond Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Grepalife Fixed Income Fund Corp. 21.87% 1 (3.44%) 6
MAA Privilege Euro Fixed Income Fund, Inc. 19.53% 2 (13.87%) 10
Philam Dollar Bond Fund, Inc. 17.76% 3 (7.44%) 9
Sun Life Prosperity Dollar Abundance Fund, Inc. 16.30% 4 (7.08%) 7
Philequity Dollar Income Fund Inc. 12.39% 5 (0.71%) 4
MAA Privilege Dollar Fixed Income Fund, Inc. 8.66% 6 (3.21%) 5
ALFM Euro Bond Fund, Inc.  6.32% 7 0.08% 3
ALFM Dollar Bond Fund, Inc. 5.22% 8 1.97% 2
AIG Global Bond Fund Phils., Inc. 4.64% 9 2.37% 1
Grepalife Dollar Bond Fund Corp.  No data NA (7.18%) 8


Peso Money Market Funds 2009 Return 2009 Rank 2008 Return 2008 Rank
Philam Managed Income Fund, Inc. 1.77% 1 New New
Sun Life Prosperity Money Market Fund, Inc.  1.39% 2 2.05% 1
ATR KimEng Money Market Fund, Inc.  1.26% 3 (5.12%) 2
First Metro Save and Learn Money Market Fund, Inc. 1.04% 4 New New

* Figures in (xxx) denote a loss. All data from the Investment Company Association of the Philippines (ICAP).

Disclaimer: Although the rate of return is a good measure of performance, other things such as consistency of return and exposure to risks . Note also that past performance of a fund is not and cannot be a guarantee of future returns.

Read more about mutual funds:



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About this post: philippine mutual funds performance

8 thoughts on “2009 Philippine Mutual Funds Report”

  1. Jay Castillo says:

    Frankly I was a bit disappointed with the performance of Sun Life balanced and equity funds in comparison to the others. I’m still hopeful that they will eventually pickup this 2010. :-)
    .-= Jay Castillo´s latest blog ..Bangko Sentral ng Pilipinas foreclosed properties for sale as of November 30, 2009 plus FAQ =-.

  2. Nick Matyas says:

    it’s a nice posting, i like it.
    thank you for this kind of posting,
    this is a real good page.

  3. elmot says:

    Wow, PhilEquity still rocks in 2009. Hopefully, this 2010 these mutual funds will work better.
    .-= elmot´s latest blog ..The Well-Researched Life Story of PBB Housemate Melissa, A Tear-jerker =-.

  4. Gus Cosio says:

    I thinkl that while some funds did have a good year last year, we have to distinguish between those that are sporadically good performers and those who are good over longer periods. That’s the real cutting edge.
    http://guscosio.wordpress.com
    .-= Gus Cosio´s latest blog ..Gurus like the market =-.

  5. KennyV says:

    wow gus, you’re here! idol talaga kita hahahaha

  6. Kristine - Freelance Writing Philippines says:

    Mom and I are thinking of trying out mutual funds or trust funds…I guess I should show her your blog before jumps into it :)
    .-= Kristine – Freelance Writing Philippines´s latest blog ..Freelance Writing Jobs in the Philippines 01.07.10 =-.

  7. Betsi says:

    Why i´m here? I dont know! But read the whole thing :D

  8. Gus Cosio says:

    I think people should look at the updated prices of mutual funds as well as their updated performance. You can see some at fami.com.ph. People should try to learn more about mutual funds.

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